Jetstream Capital as of March 31, 2011
Portfolio Holdings for Jetstream Capital
Jetstream Capital holds 38 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JDS Uniphase Corporation | 9.0 | $47M | 2.3M | 20.84 | |
| salesforce (CRM) | 7.4 | $39M | 290k | 133.58 | |
| Finisar Corporation | 7.4 | $39M | 1.6M | 24.60 | |
| Ciena Corporation (CIEN) | 6.1 | $32M | 1.2M | 25.94 | |
| Valeant Pharmaceuticals Int | 5.0 | $26M | 520k | 49.81 | |
| Altera Corporation | 4.7 | $25M | 558k | 44.02 | |
| Potash Corp. Of Saskatchewan I | 4.3 | $23M | 386k | 58.93 | |
| CF Industries Holdings (CF) | 4.3 | $23M | 166k | 136.79 | |
| Teradyne (TER) | 4.2 | $22M | 1.2M | 17.81 | |
| Visa (V) | 4.1 | $22M | 293k | 73.62 | |
| Fossil | 3.9 | $20M | 216k | 93.65 | |
| Chart Industries (GTLS) | 3.4 | $18M | 320k | 55.04 | |
| Youku | 2.9 | $15M | 324k | 47.51 | |
| Hldgs (UAL) | 2.4 | $13M | 550k | 22.99 | |
| Autodesk (ADSK) | 2.2 | $12M | 260k | 44.11 | |
| BroadSoft | 2.1 | $11M | 227k | 47.62 | |
| IPG Photonics Corporation (IPGP) | 1.9 | $9.8M | 170k | 57.68 | |
| Deere & Company (DE) | 1.9 | $9.6M | 100k | 96.89 | |
| MEMC Electronic Materials | 1.7 | $8.8M | 681k | 12.96 | |
| Hertz Global Holdings | 1.7 | $8.7M | 557k | 15.63 | |
| Parker-Hannifin Corporation (PH) | 1.6 | $8.5M | 89k | 94.68 | |
| Valmont Industries (VMI) | 1.6 | $8.4M | 81k | 104.37 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $7.8M | 140k | 55.55 | |
| Inphi Corporation | 1.5 | $7.6M | 362k | 21.01 | |
| Rockwell Automation (ROK) | 1.4 | $7.6M | 80k | 94.65 | |
| National Instruments | 1.3 | $6.6M | 200k | 32.77 | |
| Riverbed Technology | 1.1 | $6.0M | 160k | 37.65 | |
| Qualcomm (QCOM) | 1.1 | $5.9M | 108k | 54.83 | |
| CBS Corporation | 1.1 | $5.8M | 233k | 25.04 | |
| Robbins & Myers | 1.1 | $5.7M | 124k | 45.99 | |
| Panera Bread Company | 1.0 | $5.3M | 42k | 127.00 | |
| Fortinet (FTNT) | 0.9 | $4.7M | 106k | 44.15 | |
| TRW Automotive Holdings | 0.9 | $4.5M | 81k | 55.08 | |
| Echostar Corporation (SATS) | 0.8 | $4.5M | 118k | 37.85 | |
| Interactive Intelligence | 0.6 | $3.3M | 85k | 38.71 | |
| GeoResources | 0.6 | $3.2M | 101k | 31.27 | |
| Polaris Industries (PII) | 0.6 | $2.9M | 33k | 87.02 | |
| Atmel Corporation | 0.5 | $2.7M | 197k | 13.63 |
