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Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. Deep Sail Capital Partners returned -17.8% net of fees in Q1 2026, with an average long exposure of 84%. Since the end of the first quarter, the Fund has returned 20.4%, net of fees. The Fund underperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, in the quarter. The market volatility due to the Iran war negatively impacted the long portfolio, affecting quarterly performance, while the short portfolio generated positive returns. The letter also discussed AI as the most significant factor influencing market fluctuations. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Deep Sail Capital Partners highlighted stocks like AmpliTech Group, Inc. (NASDAQ:AMPG). AmpliTech Group, Inc. (NASDAQ:AMPG) is a technology company that focuses on the design, engineering, and assembly of microwave component-based amplifiers and systems. On May 1, 2026, AmpliTech Group, Inc. (NASDAQ:AMPG) closed at $2.05 per share. One-month return of AmpliTech Group, Inc. (NASDAQ:AMPG) was 6.77%, and its shares gained 7.33% over the past 52 weeks. AmpliTech Group, Inc. (NASDAQ:AMPG) has a market capitalization of $51.93 million.
Deep Sail Capital Partners stated the following regarding AmpliTech Group, Inc. (NASDAQ:AMPG) in its Q1 2026 investor letter:
"AmpliTech Group, Inc. (NASDAQ:AMPG) operates a high-quality, diversified business model centered on designing, developing, and manufacturing advanced RF and microwave signal-processing components and systems. The company serves multiple end markets, which include satellite communications, 5G/6G telecom, quantum computing, defense, aerospace, and space. It operates through five divisions: AmpliTech Inc., Specialty Microwave, Spectrum Semiconductor Materials, AmpliTech Group Microwave Design Center, and the fast-growing AmpliTech Group 5G Division.
AmpliTech’s 5G ORAN product is the material driver of the current revenue growth that the company has seen. ORAN (or O-RAN) stands for “Open Radio Access Network." ORAN, led by the O-RAN Alliance, is an agreed-upon framework that has been adopted by telecom operators for 5G networks, mainly in non-US markets. 5G ORAN is an open interface for building a 5G network. This allows telecom operators to mix and match vendors, reducing their dependence on proprietary, single-vendor systems while improving the supply chain and driving down costs for the telecom operators…” (Click here to read the full text)
AmpliTech Group, Inc. (NASDAQ:AMPG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 7 hedge fund portfolios held AmpliTech Group, Inc. (NASDAQ:AMPG) at the end of the fourth quarter, up from 4 in the previous quarter. While we acknowledge the potential of AmpliTech Group, Inc. (NASDAQ:AMPG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered AmpliTech Group, Inc. (NASDAQ:AMPG) and shared the list of stocks most undervalued penny stocks to buy. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.