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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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10
BOARDMAN BAY CAPITAL MANAGEMENT LLC

Time Period2018-09-30

Total Holdings46

Total Value ($x1000)68,377
Activities
New13

Increased15

Unchanged5

Decreased13

Sold Out16

Top 10 Stock Holdingstotal 43.66%
AAPL5.28

NVDA5.01

LITE4.74

DATA4.6

NXPI4.42

 
ROKU4.39

PANW4.03

MTSI3.74

FEYE3.74

GOOGL3.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.28%
COM
NVDA
5.01%
COM
LITE
4.74%
COM
DATA
4.6%
CL A
NXPI
4.42%
COM
ROKU
4.39%
CL A
PANW
4.03%
COM
MTSI
3.74%
COM
FEYE
3.74%
COM
GOOGL
3.71%
CAP STK CL A
QCOM
3.65%
COM
AMZN
3.62%
COM
BIDU
3.34%
CALL
NPTN
3.27%
COM
CIEN
3.24%
COM NEW
AKAM
2.98%
COM
YNDX
2.93%
SHS CLASS A
HDP
2.78%
COM
IPHI
2.65%
COM
BNFT
2.19%
COM
PSTG
2.18%
CL A
ADSK
1.85%
COM
VIAV
1.77%
COM
HMTV
1.64%
CL A
IIVI
1.6%
COM
TSEM
1.5%
SHS NEW
MSTR
1.47%
CL A NEW
EEM
1.25%
CALL
NXST
1.19%
CL A
HLIT
1.1%
COM
HIMX
1.1%
SPONSORED ADR
INXN
1.08%
SHS
MX
1.04%
COM
MSFT
0.94%
COM
CY
0.85%
COM
AVGO
0.78%
COM
GLW
0.69%
COM
MRVL
0.56%
ORD
OCLR
0.52%
COM NEW
GWRE
0.47%
COM
LC
0.47%
COM
AMAT
0.45%
COM
GPAQU
0.38%
UNIT 01/18/2023
RESN
0.37%
COM
COHR
0.3%
COM
EMKR
0.1%
COM NEW
QQQ
5.13%
PUT
LRCX
4.65%
COM
BIDU
4.45%
SPON ADR REP A
WDC
2.02%
COM
TWTR
1.63%
COM
ELLI
1.61%
COM
UCTT
1.24%
COM
ICHR
0.98%
SHS
TTWO
0.89%
COM
CONE
0.87%
COM
GTN
0.83%
COM
P
0.83%
COM
INFN
0.55%
COM
KN
0.46%
COM
AXTI
0.38%
COM
AMBR
0.35%
COM