Jetstream Capital as of June 30, 2023
Portfolio Holdings for Jetstream Capital
Jetstream Capital holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Micro Computer (SMCI) | 16.9 | $8.7M | 35k | 249.25 | |
| Modine Manufacturing (MOD) | 15.9 | $8.2M | 248k | 33.02 | |
| Elf Beauty (ELF) | 12.4 | $6.4M | 56k | 114.23 | |
| Lattice Semiconductor (LSCC) | 10.8 | $5.6M | 58k | 96.07 | |
| Atkore Intl (ATKR) | 7.9 | $4.1M | 26k | 155.94 | |
| Arista Networks (ANET) | 7.6 | $3.9M | 24k | 162.06 | |
| Digi International (DGII) | 6.9 | $3.5M | 90k | 39.39 | |
| Calix (CALX) | 6.8 | $3.5M | 70k | 49.91 | |
| Vertiv Holdings Com Cl A (VRT) | 6.7 | $3.5M | 140k | 24.77 | |
| Aehr Test Systems (AEHR) | 5.1 | $2.6M | 64k | 41.25 | |
| 4068594 Enphase Energy (ENPH) | 2.9 | $1.5M | 9.0k | 167.48 |
