Boardman Bay Capital Management LLC 13F 持仓 · 最近申报 2021年Q4
Boardman Bay Capital Management 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 6,008.50 万美元。前几大持仓：COHR（7.50%）、LITE（6.79%）、CRM（5.92%）。本季前 25 大持仓中：新建仓 8 只、增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COHR | II-VI INC | $4.5M | 7.50% | 65,993 | 减持 |
| 2 | LITE | LUMENTUM HLDGS INC | $4.1M | 6.79% | 38,548 | 减持 |
| 3 | CRM | SALESFORCE COM INC | $3.6M | 5.92% | 14,000 | 新建仓 |
| 4 | CIEN | CIENA CORP | $3.4M | 5.70% | 44,503 | 减持 |
| 5 | BAND | BANDWIDTH INC | $3.4M | 5.67% | 47,500 | 增持 |
| 6 | XLNX | XILINX INC | $3.2M | 5.29% | 15,000 | 新建仓 |
| 7 | VIAV | VIAVI SOLUTIONS INC | $2.9M | 4.84% | 165,000 | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $2.8M | 4.65% | 30,000 | 新建仓 |
| 9 | VISN | COMMSCOPE HLDG CO INC | $2.6M | 4.41% | 240,000 | 增持 |
| 10 | HLIT | HARMONIC INC | $2.4M | 4.02% | 205,150 | 减持 |
| 11 | MXL | MAXLINEAR INC | $2.4M | 4.01% | 32,000 | 减持 |
| 12 | AMZN | AMAZON COM INC | $2.3M | 3.88% | 700 | 新建仓 |
| 13 | TSEM | TOWER SEMICONDUCTOR LTD | $2.3M | 3.76% | 57,000 | 减持 |
| 14 | LASR | NLIGHT INC | $1.8M | 2.96% | 74,154 | 增持 |
| 15 | AKTSQ | AKOUSTIS TECHNOLOGIES INC | $1.7M | 2.76% | 248,461 | 增持 |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $1.6M | 2.67% | 18,333 | 减持 |
| 17 | CALX | CALIX INC | $1.5M | 2.49% | 18,712 | 增持 |
| 18 | ANET | ARISTA NETWORKS INC | $1.4M | 2.39% | 10,000 | 增持 |
| 19 | WDC | WESTERN DIGITAL CORP. | $1.3M | 2.15% | 19,842 | 新建仓 |
| 20 | DDI | DOUBLEDOWN INTERACTIVE CO LT | $1.2M | 2.03% | 78,658 | 减持 |
| 21 | CASA | CASA SYS INC | $1.2M | 1.98% | 209,425 | 增持 |
| 22 | TWLO | TWILIO INC | $1.2M | 1.97% | 4,500 | 增持 |
| 23 | SDIG | STRONGHOLD DIGITAL MINING IN | $896,000 | 1.49% | 69,701 | 新建仓 |
| 24 | DKNG | DRAFTKINGS INC | $824,000 | 1.37% | 30,000 | 新建仓 |
| 25 | GRAB | GRAB HOLDINGS LIMITED | $736,000 | 1.22% | 103,255 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR