Boardman Bay Capital Management Llc (1602987) Portfolio


Number of Companies: 47
Inflow: $47,618 K
Outflow: $-48,225 K
Net Flow: $-607 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3079 54 Apple Inc (AAPL) Communications Equipment 115,921 New Holding 115,921 $108.98 $12,634 $12,634
3064 14 Walt Disney Cothe (DIS) Entertainment Content 96,900 New Holding 96,900 $99.30 $9,623 $9,623
2663 9 Marriott International -Cl A (MAR) Lodging 73,700 New Holding 73,700 $71.18 $5,245 $5,245
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 13,537 Added More 8,537 $593.64 $5,067 $8,036
2938 11 Starwood Hotels And Resorts (HOT) Lodging 40,500 New Holding 40,500 $83.43 $3,378 $3,378
2984 25 Netflix Inc (NFLX) Internet Media 27,549 New Holding 27,549 $102.23 $2,816 $2,816
323 10 Mellanox Technologies Ltd (MLNX) Semiconductor Devices 56,492 Added More 21,318 $54.33 $1,158 $3,069
11 1 Western Digital Corp (WDC) Computer Hardware And Storage 23,249 New Holding 23,249 $47.24 $1,098 $1,098
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 6,297 New Holding 6,297 $163.13 $1,027 $1,027
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 10,000 New Holding 10,000 $81.07 $810 $810
2989 128 American Tower Corp (AMT) Reit 7,890 New Holding 7,890 $102.37 $807 $807
2546 26 Red Hat Inc (RHT) Infrastructure Software 10,000 New Holding 10,000 $74.51 $745 $745
469 10 Infoblox Inc (BLOX) Communications Equipment 58,177 Added More 43,177 $17.10 $738 $994
25 2 Marvell Technology Group Ltd (MRVL) Semiconductor Devices 62,010 New Holding 62,010 $10.31 $639 $639
3074 26 Facebook Inc-A (FB) Internet Media 40,000 Added More 5,409 $114.09 $617 $4,564
642 5 Splunk Inc (SPLK) Infrastructure Software 8,368 New Holding 8,368 $48.93 $409 $409
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 250 New Holding 250 $1288.95 $322 $322
609 2 Quad Graphics Inc (QUAD) Printing Services 10,823 New Holding 10,823 $12.94 $140 $140
127 4 Micron Technology Inc (MU) Semiconductor Devices 12,700 New Holding 12,700 $10.47 $132 $132
1718 12 Immersion Corporation (IMMR) Electronics Components 74,414 Added More 13,724 $8.26 $113 $614
2349 19 Bankrate Inc (RATE) Internet Media 10,000 New Holding 10,000 $9.17 $91 $91
23 2 Seagate Technology (STX) Computer Hardware And Storage 14,283 Sold Some -1,617 $34.45 $-55 $492
2873 52 Juniper Networks Inc (JNPR) Communications Equipment 103,448 Sold Some -7,186 $25.51 $-183 $2,638
2445 21 Yelp Inc (YELP) Internet Media 0 Sold All -12,050 $19.87 $-239 $0
2118 64 Zynga Inc - Cl A (ZNGA) Application Software 0 Sold All -195,651 $2.28 $-446 $0
495 6 Yandex Nv-A (YNDX) Internet Media 0 Sold All -32,550 $15.32 $-498 $0
3072 34 Microsoft Corp (MSFT) Infrastructure Software 0 Sold All -10,000 $55.23 $-552 $0
2395 14 Shutterfly Inc (SFLY) Internet Based Services 0 Sold All -16,929 $46.36 $-784 $0
841 15 Telecom Argentina Sa (TEO) Telecom Carriers 10,528 Sold Some -43,985 $17.88 $-786 $188
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 0 Sold All -42,800 $21.18 $-906 $0
2344 71 Take-Two Interactive Softwre (TTWO) Application Software 0 Sold All -25,000 $37.66 $-941 $0
2543 50 Infinera Corp (INFN) Communications Equipment 193,059 Sold Some -58,741 $16.05 $-943 $3,100
607 2 Dish Network Corp-A (DISH) Cable And Satellite 0 Sold All -27,683 $46.25 $-1,280 $0
154 2 Nexstar Broadcasting Group-A (NXST) Publishing And Broadcasting 55,807 Sold Some -35,074 $44.27 $-1,552 $2,470
2986 89 Salesforcecom Inc (CRM) Application Software 0 Sold All -25,836 $73.83 $-1,907 $0
2553 27 Interxion Holding Nv (INXN) Infrastructure Software 74,979 Sold Some -55,706 $34.58 $-1,926 $2,592
2754 60 Integrated Device Tech Inc (IDTI) Semiconductor Devices 0 Sold All -97,817 $20.44 $-1,999 $0
2781 29 Servicenow Inc (NOW) Infrastructure Software 0 Sold All -32,708 $61.18 $-2,001 $0
215 4 Himax Technologies Inc (HIMX) 294,117 Sold Some -199,045 $11.24 $-2,237 $3,305
2757 61 Cypress Semiconductor Corp (CY) Semiconductor Devices 0 Sold All -278,790 $8.66 $-2,414 $0
2538 77 Cadence Design Sys Inc (CDNS) Application Software 27,498 Sold Some -107,112 $23.58 $-2,525 $648
2774 60 Level 3 Communications Inc (LVLT) Telecom Carriers 31,338 Sold Some -51,209 $52.84 $-2,706 $1,656
86 4 Workday Inc-Class A (WDAY) Application Software 0 Sold All -36,973 $76.83 $-2,841 $0
657 17 Ma-Com Technology Solutions (MTSI) Semiconductor Devices 0 Sold All -65,000 $43.79 $-2,846 $0
3073 70 Broadcom Ltd (AVGO) Semiconductor Devices 0 Sold All -20,205 $154.50 $-3,121 $0
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 0 Sold All -90,000 $51.13 $-4,602 $0
2809 30 Akamai Technologies Inc (AKAM) Infrastructure Software 11,491 Sold Some -142,583 $55.57 $-7,923 $638