Boardman Bay Capital Management
New York, New York, United StatesFounded 2012
Boardman Bay Capital Management focuses on public and private equity investments in high-growth, transformative technology sectors such as Generative AI, Co-Packaged Optics, Datacenter Infrastructure, Robotics, Defense Technology, and Autonomy. Their strategy involves a fundamental, research-driven approach, utilizing a long/short strategy through their flagship Digital Transformation Fund and targeted "Opportunity Funds" for concentrated, best-idea portfolios, often in later-stage companies.
100% of their portfolio is in AI. Their most common stage is series-c (100% of deals).
Portfolio
1
Fund Size
$163.7M
Top Stage
Series C
Last 12 Mo
0
Portfolio Breakdown
Stage Distribution
Portfolio
1 investment
| Company | Round | Amount | Date |
|---|---|---|---|
 Groq | Series C | $300M | Apr 2021 |
Top Co-Investors
Tiger Global Management1 shared
D1 Capital Partners1 shared
Addition1 shared
The Spruce House Partnership1 shared
Firebolt Ventures1 shared
Tru Arrow1 shared
TDK Ventures1 shared
XTX Ventures1 shared
Infinitum Partners1 shared
Last updated: 4 May 2026