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

New York, NY, based Investment company Boardman Bay Capital Management Llc buys Cloudera Inc, Nokia Oyj, Nutanix Inc, Alphabet Inc, Tableau Software Inc, Microsoft Corp, Lam Research Corp, Viavi Solutions Inc, Activision Blizzard Inc, NIO Inc, NeoPhotonics Corp, Snap Inc, Carbon Black Inc, Fabrinet, Bandwidth Inc, Ultra Clean Holdings Inc, Baidu Inc, Spotify Technology SA, Calix Inc, Himax Technologies Inc, MagnaChip Semiconductor Corp, sells Roku Inc, Facebook Inc, Broadcom Inc, The Walt Disney Co, Amazon.com Inc, Alibaba Group Holding, ServiceNow Inc, Palo Alto Networks Inc, Inphi Corp, Hortonworks Inc, Applied Materials Inc, Salesforce.com Inc, Knowles Corp, Adtran Inc, 2U Inc, Benefitfocus Inc, MicroStrategy Inc, Corning Inc, Micron Technology Inc, New York Times Co, Harmonic Inc, Ciena Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Boardman Bay Capital Management Llc. As of 2019Q1, Boardman Bay Capital Management Llc owns 48 stocks with a total value of $52 million. These are the details of the buys and sells.

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

These are the top 5 holdings of BOARDMAN BAY CAPITAL MANAGEMENT LLC
  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.
New Purchase: Cloudera Inc (CLDR)

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 .

New Purchase: Nokia Oyj (NOK)

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 .

New Purchase: Alphabet Inc (GOOGL)

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 .

New Purchase: Tableau Software Inc (DATA)

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 .

New Purchase: Microsoft Corp (MSFT)

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 .

New Purchase: Lam Research Corp (LRCX)

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 .

Added: Nutanix Inc (NTNX)

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 .

Added: Viavi Solutions Inc (VIAV)

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 .

Added: NeoPhotonics Corp (NPTN)

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 .

Added: Ultra Clean Holdings Inc (UCTT)

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 .

Added: Baidu Inc (BIDU)

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 .

Added: Himax Technologies Inc (HIMX)

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 .

Sold Out: Roku Inc (ROKU)

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.

Sold Out: Facebook Inc (FB)

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.

Sold Out: Broadcom Inc (AVGO)

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.

Sold Out: ServiceNow Inc (NOW)

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.

Sold Out: Inphi Corp (IPHI)

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.

Sold Out: Hortonworks Inc (HDP)

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.



Here is the complete portfolio of BOARDMAN BAY CAPITAL MANAGEMENT LLC. Also check out:

1. BOARDMAN BAY CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. BOARDMAN BAY CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. BOARDMAN BAY CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that BOARDMAN BAY CAPITAL MANAGEMENT LLC keeps buying

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