Boardman Bay Capital Management Llc Buys Lumentum Holdings Inc, DoubleDown Interactive Co, Bandwidth Inc, Sells Western Digital Corp, MaxLinear Inc, Ciena Corp

• New Purchases: DDI, CALX, TWLO, AVCT, GOOGL, AVPT, GAMB, PLTR, ORGN,
• Added Positions: LITE, BAND, NPTN, IIVI, MRVL, LASR, PTON, NFLX, COMM, HIMX, AKTS, CASA, SQNS,
• Reduced Positions: MXL, CIEN, UBER, SONO, MNDT, GAN, ANET, SPLK, PANW, TSEM, HLIT, AAOI, VLDR, TENB, HMTV,
• Sold Out: WDC, WDAY, MU, AMD, BABA, NVDA, DOCU, BOX, AMBA, VUZI, NSH, NSH,

For the details of BOARDMAN BAY CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/boardman+bay+capital+management+llc/current-portfolio/portfolio

1. NeoPhotonics Corp (NPTN) - 603,999 shares, 9.24% of the total portfolio. Shares added by 22.47%
2. II-VI Inc (IIVI) - 66,355 shares, 6.92% of the total portfolio. Shares added by 26.68%
3. Lumentum Holdings Inc (LITE) - 46,738 shares, 6.86% of the total portfolio. Shares added by 78.27%
4. Ciena Corp (CIEN) - 68,093 shares, 6.14% of the total portfolio. Shares reduced by 25.17%
5. Marvell Technology Inc (MRVL) - 57,086 shares, 6.05% of the total portfolio. Shares added by 16.30%

Boardman Bay Capital Management Llc initiated holding in DoubleDown Interactive Co Ltd. The purchase prices were between $15.5 and $17.87, with an estimated average price of $17.02. The stock is now traded at around $17.060000. The impact to a portfolio due to this purchase was 2.89%. The holding were 93,398 shares as of 2021-09-30.

Boardman Bay Capital Management Llc initiated holding in Calix Inc. The purchase prices were between $42.07 and $52.99, with an estimated average price of $46.13. The stock is now traded at around $71.280000. The impact to a portfolio due to this purchase was 1.42%. The holding were 16,405 shares as of 2021-09-30.

Boardman Bay Capital Management Llc initiated holding in Twilio Inc. The purchase prices were between $312.8 and $409.84, with an estimated average price of $364.56. The stock is now traded at around $304.500000. The impact to a portfolio due to this purchase was 1.12%. The holding were 2,000 shares as of 2021-09-30.

Boardman Bay Capital Management Llc initiated holding in American Virtual Cloud Technologies Inc. The purchase prices were between $2.66 and $6.4, with an estimated average price of $4.49. The stock is now traded at around $1.850000. The impact to a portfolio due to this purchase was 0.99%. The holding were 202,517 shares as of 2021-09-30.

Boardman Bay Capital Management Llc initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2969.040000. The impact to a portfolio due to this purchase was 0.94%. The holding were 200 shares as of 2021-09-30.

Boardman Bay Capital Management Llc initiated holding in AvePoint Inc. The purchase prices were between $0 and $11.59, with an estimated average price of $9.59. The stock is now traded at around $8.330000. The impact to a portfolio due to this purchase was 0.66%. The holding were 44,573 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in Lumentum Holdings Inc by 78.27%. The purchase prices were between $78.38 and $89.03, with an estimated average price of $83.92. The stock is now traded at around $90.060000. The impact to a portfolio due to this purchase was 3.01%. The holding were 46,738 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in Bandwidth Inc by 175.00%. The purchase prices were between $87.85 and $140.5, with an estimated average price of $115.67. The stock is now traded at around $78.270000. The impact to a portfolio due to this purchase was 2.77%. The holding were 27,500 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in NeoPhotonics Corp by 22.47%. The purchase prices were between $8.01 and $10.21, with an estimated average price of $9.14. The stock is now traded at around $15.400000. The impact to a portfolio due to this purchase was 1.7%. The holding were 603,999 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in II-VI Inc by 26.68%. The purchase prices were between $59.29 and $74.08, with an estimated average price of $65.35. The stock is now traded at around $65.350000. The impact to a portfolio due to this purchase was 1.46%. The holding were 66,355 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in nLight Inc by 37.84%. The purchase prices were between $24.6 and $36.73, with an estimated average price of $29.84. The stock is now traded at around $27.410000. The impact to a portfolio due to this purchase was 0.84%. The holding were 62,028 shares as of 2021-09-30.

Boardman Bay Capital Management Llc added to a holding in Peloton Interactive Inc by 70.00%. The purchase prices were between $85.4 and $126.43, with an estimated average price of $110.52. The stock is now traded at around $47.490000. The impact to a portfolio due to this purchase was 0.54%. The holding were 8,500 shares as of 2021-09-30.

Boardman Bay Capital Management Llc sold out a holding in Western Digital Corp. The sale prices were between $55.47 and $70.89, with an estimated average price of $62.94.

Boardman Bay Capital Management Llc sold out a holding in Workday Inc. The sale prices were between $226.15 and $277.74, with an estimated average price of $247.92.

Boardman Bay Capital Management Llc sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.

Boardman Bay Capital Management Llc sold out a holding in Advanced Micro Devices Inc. The sale prices were between $85.89 and $118.77, with an estimated average price of $102.22.

Boardman Bay Capital Management Llc sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Boardman Bay Capital Management Llc sold out a holding in NVIDIA Corp. The sale prices were between $181.61 and $228.43, with an estimated average price of $207.92.