Boardman Bay Capital Management Llc Buys Cloudera Inc, Nokia Oyj, Nutanix Inc, Sells Roku Inc, Facebook Inc, Broadcom Inc

• New Purchases: CLDR, NOK, GOOGL, DATA, MSFT, LRCX, ATVI, NIO, SNAP, CBLK, FN, BAND, SPOT, CALX,
• Added Positions: NTNX, VIAV, NPTN, MTSI, UCTT, BIDU, PSTG, HIMX, LITE, MX, AKTS,
• Reduced Positions: DIS, AMZN, BABA, PANW, AMAT, ADTN, BNFT, MSTR, FEYE, HLIT, IIVI, YNDX, AQ, RESN,
• Sold Out: ROKU, FB, AVGO, NOW, IPHI, HDP, CRM, KN, TWOU, GLW, MU, NYT, CIEN,

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. Lumentum Holdings Inc (LITE) - 70,557 shares, 7.72% of the total portfolio. Shares added by 3.58%
2. Invesco QQQ Trust Series 1 (QQQ) - 20,000 shares, 6.96% of the total portfolio.
3. MACOM Technology Solutions Holdings Inc (MTSI) - 187,027 shares, 6.05% of the total portfolio. Shares added by 9.45%
4. Amazon.com Inc (AMZN) - 1,615 shares, 5.57% of the total portfolio. Shares reduced by 37.88%
5. SPDR S&P 500 (SPY) - 10,000 shares, 5.47% of the total portfolio.

Boardman Bay Capital Management Llc initiated holding in Cloudera Inc. The purchase prices were between $10.37 and $15.15, with an estimated average price of $12.84. The stock is now traded at around $10.29. The impact to a portfolio due to this purchase was 4.1%. The holding were 193,334 shares as of .

Boardman Bay Capital Management Llc initiated holding in Nokia Oyj. The purchase prices were between $5.57 and $6.6, with an estimated average price of $6.12. The stock is now traded at around $4.77. The impact to a portfolio due to this purchase was 2.74%. The holding were 247,775 shares as of .

Boardman Bay Capital Management Llc initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1124.86. The impact to a portfolio due to this purchase was 2.28%. The holding were 1,000 shares as of .

Boardman Bay Capital Management Llc initiated holding in Tableau Software Inc. The purchase prices were between $115.72 and $136.64, with an estimated average price of $126.17. The stock is now traded at around $119.78. The impact to a portfolio due to this purchase was 1.86%. The holding were 7,548 shares as of .

Boardman Bay Capital Management Llc initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $124.73. The impact to a portfolio due to this purchase was 1.83%. The holding were 8,000 shares as of .

Boardman Bay Capital Management Llc initiated holding in Lam Research Corp. The purchase prices were between $131.63 and $183.8, with an estimated average price of $166.29. The stock is now traded at around $192.44. The impact to a portfolio due to this purchase was 1.73%. The holding were 5,000 shares as of .

Boardman Bay Capital Management Llc added to a holding in Nutanix Inc by 132.73%. The purchase prices were between $33.51 and $54.14, with an estimated average price of $45.91. The stock is now traded at around $37.25. The impact to a portfolio due to this purchase was 2.42%. The holding were 58,182 shares as of .

Boardman Bay Capital Management Llc added to a holding in Viavi Solutions Inc by 43.45%. The purchase prices were between $9.63 and $13.34, with an estimated average price of $11.69. The stock is now traded at around $13.28. The impact to a portfolio due to this purchase was 1.13%. The holding were 155,119 shares as of .

Boardman Bay Capital Management Llc added to a holding in NeoPhotonics Corp by 42.44%. The purchase prices were between $6.12 and $8.24, with an estimated average price of $7. The stock is now traded at around $5.70. The impact to a portfolio due to this purchase was 1%. The holding were 275,510 shares as of .

Boardman Bay Capital Management Llc added to a holding in Ultra Clean Holdings Inc by 52.07%. The purchase prices were between $8.36 and $12.85, with an estimated average price of $10.71. The stock is now traded at around $13.67. The impact to a portfolio due to this purchase was 0.48%. The holding were 70,088 shares as of .

Boardman Bay Capital Management Llc added to a holding in Baidu Inc by 65.00%. The purchase prices were between $154.71 and $176.23, with an estimated average price of $167.33. The stock is now traded at around $152.39. The impact to a portfolio due to this purchase was 0.41%. The holding were 3,300 shares as of .

Boardman Bay Capital Management Llc added to a holding in Himax Technologies Inc by 218.92%. The purchase prices were between $3.19 and $4.12, with an estimated average price of $3.71. The stock is now traded at around $3.39. The impact to a portfolio due to this purchase was 0.28%. The holding were 66,974 shares as of .

Boardman Bay Capital Management Llc sold out a holding in Roku Inc. The sale prices were between $30.1 and $74.12, with an estimated average price of $52.91.

Boardman Bay Capital Management Llc sold out a holding in Facebook Inc. The sale prices were between $131.09 and $173.37, with an estimated average price of $158.51.

Boardman Bay Capital Management Llc sold out a holding in Broadcom Inc. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85.

Boardman Bay Capital Management Llc sold out a holding in ServiceNow Inc. The sale prices were between $169.12 and $250.95, with an estimated average price of $218.94.

Boardman Bay Capital Management Llc sold out a holding in Inphi Corp. The sale prices were between $29.68 and $44.51, with an estimated average price of $39.62.

Boardman Bay Capital Management Llc sold out a holding in Hortonworks Inc. The sale prices were between $14.42 and $14.68, with an estimated average price of $14.59.