What smart money is saying about AmpliTech Group
1 fund in our archive has pitched AmpliTech Group — most recently Deep Sail Capital in March 2026.
AmpliTech Group, Inc. designs, engineers, and assembles micro-wave component-based amplifiers. The company's products include radio frequency (RF) amplifiers and related subsystems, such as low noise amplifiers for use in receivers of various communication systems comprising Wi-Fi, radar, satellite, base station, cell phone, radio, etc.; and medium power amplifiers that provide enhanced output power and gain in transceiver chains. It also provides specialty microwave block downconverters used as a test device on satellite access point antennas; specialty microwave 1:2 Tx protection switch panels that is used in satellite communication earth stations; desktop/benchtop and compact wideband power amplifiers; and waveguide to coaxial adapters for SATCOM and satellite internet gateway systems. In addition, the company offers cryogenic amplifiers for quantum computing, medical, RF imaging, research and development, space communications, accelerators, radiometry, and telephony applications; and cryogenic and non-cryogenic 4g/5g small cell subsystems for high-speed networks and airline Wi-Fi systems. Further, it provides custom assembly designs and non-recurring engineering services on a project-by-project basis, as well as IC packaging and lids products. The company serves aerospace, government, defense, commercial satellite, and wireless industries through sales representatives and distributors in the United States, Europe, the Middle East, and South Asia. AmpliTech Group, Inc. was founded in 2002 and is based in Bohemia, New York.
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Position history
Between Q1 2026 and Q2 2026, 1 fund letter reported a position in AmpliTech Group — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- June 2026
“I had no idea Amplitech would get caught up in this retail bubble, but I’ll take the win and move on. In Q2, the fund closed eight positions and opened five new positions. The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
AmpliTech Group - June 2026
“Long Portfolio Summary In the second quarter, the long portfolio significantly outperformed both of our benchmarks, the Russell 2000 Index and the Russell Midcap Growth Index. There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology and Amplitech. Credo Technologies was down over 50% from its ATH by the end of March on the narrative that “Copper is dead” in data centers. That narrative has since changed in Q2 with the market beginning to realize that Credo’s ZeroFlap optics platform is a real second leg for the company and the acquisition of Dust Photonics, an integrated circuit optics company, makes Credo a viable optics player. The company returned 191% in Q2. I continue to view the company favorably on a growth and valuation basis and it is one of the fund’s largest holdings. Amplitech (which I shared my long thesis in the fund’s Q1 investment letter) returned even more in Q2 at 266% driven on a narrative pushed by retail investors that Amazon has become a client and that their devices will be used in future satellite launches. The fund exited the position in May with a return of 166% because we believe this narrative is incorrect and the stock had reached our valuation target of $6.”
AmpliTech Group
Fund coverage · 1 thesis
- Deep Sail CapitalMarch 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.
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