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Deep Sail Capital

Dec 2024 → Jun 2026 · Publishes quarterly · 3 funds

Our archive holds 8 letters from Deep Sail Capital, behind 7 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.

Deep Sail Capital’s own letters page
8
Letters
11
Companies
10
Moves
7
Theses

What they bought and sold · 10 moves

  • ExitedVertiv
    June 2026
    “The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
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  • ExitedAmplitech Group
    June 2026
    “The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
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  • New positionSK Hynix
    June 2026
    “The new positions in Q2 included Celestica, SK Hynix, SuperCom, Intuitive Machines, and Capstone Energy + (formerly Capstone Green Energy).”
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  • ExitedOuster
    June 2026
    “The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
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  • ExitedMicron
    June 2026
    “The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
    Read the letter
  • ExitedMDA Space
    June 2026
    “The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
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  • New positionIntuitive Machines
    June 2026
    “The new positions in Q2 included Celestica, SK Hynix, SuperCom, Intuitive Machines, and Capstone Energy + (formerly Capstone Green Energy).”
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  • New positionCelestica
    June 2026
    “The new positions in Q2 included Celestica, SK Hynix, SuperCom, Intuitive Machines, and Capstone Energy + (formerly Capstone Green Energy).”
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  • New positionCapstone Energy
    June 2026
    “The new positions in Q2 included Celestica, SK Hynix, SuperCom, Intuitive Machines, and Capstone Energy + (formerly Capstone Green Energy).”
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  • New positionSuperCom
    June 2026
    “The new positions in Q2 included Celestica, SK Hynix, SuperCom, Intuitive Machines, and Capstone Energy + (formerly Capstone Green Energy).”
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Companies held · 11

Every company Deep Sail Capital has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 7

  • Celestica Inc.
    June 2026

    Celestica Inc. is positioned as an AI and cloud infrastructure hardware integrator with strong hyperscaler exposure, margin expansion, and long-term growth from 800G/1.6T and CPO ramps.

    Read the full thesis
  • Credo Technology Group Holding Ltd
    June 2026

    Credo Technology Group Holding Ltd is viewed favorably for its ZeroFlap optics platform, Dust Photonics acquisition, and attractive growth-and-valuation profile.

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  • AmpliTech Group
    March 2026

    AmpliTech Group is a U.S.-based RF and 5G ORAN systems provider benefiting from ORAN adoption, sizable LOIs, improving margins, strong management execution, and attractive valuation upside.

    Read the full thesis
  • Sanuwave Health, Inc.
    December 2025

    Sanuwave Health, Inc. is a specialty medical device company leveraging a high-margin recurring model, strong IP and leadership, and favorable reimbursement tailwinds to drive multi-year growth at an attractive valuation.

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  • Hydreight Technologies
    September 2025

    Hydreight Technologies is a rapidly growing mobile health platform that integrates SaaS technology with telehealth and pharmacy services, projecting significant revenue growth leveraging its three complementary platforms: Hydreight App, VSHOpe, and Hydreight MD.

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  • Vitec Group
    September 2025

    Vitec Software is an attractive long-term investment with strong growth potential, solid capital allocation, and a founder's mindset, despite being reasonably to slightly overvalued at the current price.

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  • Shelly Group
    December 2024

    Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.

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Letter archive · 8

2026

2025

2024

Funds · 3

  • Deep Sail Capital6
  • Deep Sail Capital Partners1
  • Deep Sail Capital Vertical Market Software1

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