Jetstream Capital as of March 31, 2023
Portfolio Holdings for Jetstream Capital
Jetstream Capital holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Modine Manufacturing (MOD) | 8.3 | $3.5M | 150k | 23.05 | |
| Calix (CALX) | 8.2 | $3.4M | 64k | 53.59 | |
| 4068594 Enphase Energy (ENPH) | 7.6 | $3.2M | 15k | 210.28 | |
| Super Micro Computer | 7.1 | $3.0M | 28k | 106.55 | |
| Aehr Test Systems (AEHR) | 6.8 | $2.9M | 92k | 31.02 | |
| Atkore Intl (ATKR) | 6.7 | $2.8M | 20k | 140.48 | |
| Elf Beauty (ELF) | 6.7 | $2.8M | 34k | 82.35 | |
| Stmicroelectronics N V Ny Registry (STM) | 6.1 | $2.6M | 48k | 53.49 | |
| Digi International (DGII) | 6.1 | $2.6M | 76k | 33.68 | |
| Arista Networks | 6.0 | $2.5M | 15k | 167.86 | |
| Xponential Fitness Com Cl A (XPOF) | 5.8 | $2.4M | 80k | 30.39 | |
| Arcbest (ARCB) | 5.5 | $2.3M | 25k | 92.42 | |
| Shift4 Pmts Cl A (FOUR) | 5.4 | $2.3M | 30k | 75.80 | |
| Maxeon Solar Technologies Lt SHS | 5.3 | $2.2M | 84k | 26.54 | |
| Lattice Semiconductor (LSCC) | 4.1 | $1.7M | 18k | 95.50 | |
| InterDigital (IDCC) | 4.0 | $1.7M | 23k | 72.90 |
