Jetstream Capital as of Dec. 31, 2010
Portfolio Holdings for Jetstream Capital
Jetstream Capital holds 37 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fossil | 10.2 | $39M | 559k | 70.48 | |
| Qualcomm (QCOM) | 6.7 | $26M | 525k | 49.49 | |
| salesforce (CRM) | 4.8 | $19M | 143k | 132.00 | |
| Altera Corporation | 4.6 | $18M | 498k | 35.58 | |
| Apple (AAPL) | 4.5 | $17M | 54k | 322.56 | |
| Las Vegas Sands (LVS) | 4.5 | $17M | 378k | 45.95 | |
| Chart Industries (GTLS) | 4.3 | $17M | 494k | 33.78 | |
| Research In Motion | 3.8 | $15M | 256k | 58.13 | |
| Broadcom Corporation | 3.6 | $14M | 320k | 43.55 | |
| NetApp (NTAP) | 3.5 | $13M | 244k | 54.96 | |
| Baidu (BIDU) | 3.3 | $13M | 133k | 96.53 | |
| Atmel Corporation | 2.9 | $11M | 926k | 12.32 | |
| Ford Motor Company (F) | 2.9 | $11M | 665k | 16.79 | |
| Parker-Hannifin Corporation (PH) | 2.8 | $11M | 124k | 86.30 | |
| Cree | 2.6 | $10M | 155k | 65.89 | |
| Knoll | 2.5 | $9.8M | 588k | 16.73 | |
| Pier 1 Imports | 2.5 | $9.6M | 915k | 10.50 | |
| VeriFone Systems | 2.4 | $9.2M | 238k | 38.56 | |
| Parametric Technology | 2.3 | $8.9M | 394k | 22.53 | |
| United Rentals (URI) | 2.1 | $8.1M | 356k | 22.75 | |
| MetroPCS Communications | 2.0 | $7.6M | 603k | 12.63 | |
| Deckers Outdoor Corporation (DECK) | 1.8 | $7.1M | 90k | 79.74 | |
| OpenTable | 1.8 | $7.1M | 101k | 70.48 | |
| Autodesk (ADSK) | 1.8 | $7.1M | 185k | 38.20 | |
| TRW Automotive Holdings | 1.8 | $7.0M | 132k | 52.70 | |
| Sina Corporation | 1.7 | $6.6M | 96k | 68.82 | |
| F5 Networks (FFIV) | 1.6 | $6.3M | 49k | 130.16 | |
| Netflix (NFLX) | 1.4 | $5.6M | 32k | 175.71 | |
| National-Oilwell Var | 1.4 | $5.2M | 78k | 67.25 | |
| Coach | 1.3 | $5.2M | 94k | 55.31 | |
| Aercap Holdings Nv Ord Cmn (AER) | 1.2 | $4.7M | 336k | 14.12 | |
| Whole Foods Market | 1.2 | $4.6M | 90k | 50.59 | |
| Avis Budget (CAR) | 1.2 | $4.5M | 289k | 15.56 | |
| Dillard's (DDS) | 1.1 | $4.2M | 110k | 37.94 | |
| Sotheby's | 0.7 | $2.8M | 61k | 45.00 | |
| Polaris Industries (PII) | 0.7 | $2.6M | 33k | 78.03 | |
| J. Crew | 0.6 | $2.2M | 50k | 43.13 |
