Goldstream Capital Management as of March 31, 2026
Portfolio Holdings for Goldstream Capital Management
Goldstream Capital Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 38.0 | $46M | 79k | 577.18 | |
| Ishares Tr Ishares Semicdtr Call Option (SOXX) | 6.3 | $7.6M | 23k | 328.66 | |
| Lumentum Hldgs (LITE) | 4.1 | $4.9M | 7.0k | 702.76 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $4.9M | 14k | 337.95 | |
| NVIDIA Corporation (NVDA) | 3.5 | $4.2M | 24k | 174.40 | |
| Sandisk Corp (SNDK) | 3.1 | $3.7M | 5.9k | 635.34 | |
| Ciena Corp Com New (CIEN) | 3.0 | $3.6M | 9.2k | 388.23 | |
| Applied Materials (AMAT) | 2.9 | $3.5M | 10k | 341.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $3.5M | 12k | 286.86 | |
| Coherent Corp (COHR) | 2.9 | $3.4M | 14k | 238.21 | |
| Ge Vernova (GEV) | 2.7 | $3.3M | 3.7k | 872.90 | |
| Vertiv Holdings Com Cl A (VRT) | 2.7 | $3.2M | 13k | 250.58 | |
| Lam Research Corp Com New (LRCX) | 2.5 | $3.0M | 14k | 213.66 | |
| Tower Semiconductor Shs New (TSEM) | 2.4 | $2.9M | 16k | 175.48 | |
| Tesla Motors (TSLA) | 2.3 | $2.8M | 7.5k | 371.75 | |
| Cloudflare Cl A Com (NET) | 1.7 | $2.1M | 10k | 206.34 | |
| Amazon (AMZN) | 1.6 | $2.0M | 9.5k | 208.27 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.9M | 5.1k | 370.17 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $1.9M | 1.4k | 1320.83 | |
| Teradyne (TER) | 1.5 | $1.8M | 6.2k | 296.46 | |
| Apple (AAPL) | 1.5 | $1.8M | 7.0k | 253.79 | |
| Meta Platforms Cl A (META) | 1.4 | $1.7M | 3.0k | 572.13 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $1.7M | 4.2k | 390.41 | |
| Viavi Solutions Inc equities (VIAV) | 1.2 | $1.5M | 45k | 33.28 | |
| Micron Technology (MU) | 0.9 | $1.1M | 3.1k | 337.84 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $939k | 2.4k | 391.76 | |
| Broadcom (AVGO) | 0.7 | $885k | 2.9k | 309.51 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $844k | 1.3k | 650.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $223k | 776.00 | 287.56 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $131k | 1.1k | 123.01 |