SiVest

Latest statistics and disclosures from Firsthand Capital Management's latest quarterly 13F-HR filing:

Firsthand Capital Management portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MTSN Mattson Technology 10.29 3780000 3.53 4.53
Sunrun 6.13 674820 11.77 0.00
Invensense 5.52 -12.00% 700000 10.23 0.00
Facebook Inc cl a 4.85 60000 104.67 0.00
AAPL Apple 4.67 57500 105.25 123.28
Arista Networks 4.50 +7.00% 75000 77.84 0.00
LRCX Lam Research Corporation 3.98 -7.00% 65000 79.42 78.20
Alphabet Inc Class C cs 3.52 6016 758.81 0.00
Equinix 3.51 -26.00% 15027 302.39 0.00
ADBE Adobe Systems Incorporated 3.26 -10.00% 45000 93.93 76.64
NFLX Netflix 3.09 35000 114.37 443.79
SWKS Skyworks Solutions 2.96 50000 76.84 92.91
BIDU Baidu 2.92 20000 189.05 207.29
QCOM QUALCOMM 2.89 75000 49.99 71.27
ARMH ARM Holdings 2.79 80000 45.24 52.66
Palo Alto Networks 2.72 -33.00% 20000 176.15 0.00
AMZN Amazon 2.61 -50.00% 5000 675.80 372.62
Linkedin 2.60 15000 225.07 0.00
Workday Inc cl a 2.46 +33.00% 40000 79.68 0.00
Ambarella 2.15 50000 55.74 0.00
Sina 2.10 NEW 55000 49.40 0.00
Pandora Media 2.07 200000 13.41 0.00
Twitter 1.79 100000 23.14 0.00
Rocket Fuel 1.78 660000 3.49 0.00
AKAM Akamai Technologies 1.62 40000 52.62 69.99
INTU Intuit 1.49 20000 96.50 95.52
VMW VMware 1.31 30000 56.57 81.59
EXAR Exar Corporation 1.28 270000 6.13 10.65
Ruckus Wireless 1.24 150000 10.71 0.00
IVAC Intevac 0.94 259683 4.71 6.58
RAX Rackspace Hosting 0.78 40000 25.32 51.20
Gogo 0.69 50000 17.80 0.00
Yelp Inc cl a 0.67 30000 28.80 0.00
PAY VeriFone Systems 0.65 -25.00% 30000 28.03 35.28
FSLR First Solar 0.51 10000 66.00 60.28
Sunpower 0.46 19931 30.00 0.00
Solarcity 0.41 10500 51.05 0.00
POWI Power Integrations 0.37 9799 48.68 55.78
CREE Cree 0.31 15000 26.67 38.59
ABB ABB 0.25 18000 17.72 20.21
JCI Johnson Controls 0.22 7200 39.44 48.46
PHG Koninklijke Philips Electronics NV 0.22 11378 25.49 28.08
MMM 3M Company 0.21 1800 150.56 162.72
PX Praxair 0.19 2400 102.50 124.53
HON Honeywell International 0.17 NEW 2080 103.37 100.92
ITRI Itron 0.16 NEW 5565 36.12 35.27
PWR Quanta Services 0.16 10000 20.30 28.12
Aspen Aerogels 0.14 30000 6.07 0.00
CVA Covanta Holding Corporation 0.12 10000 15.50 20.95
Ja Solar Holdings Co Ltd spon adr rep5ord 0.10 13000 9.69 0.00
Vivint Solar 0.09 12000 9.58 0.00
Sunedison 0.08 21130 5.11 0.00
OESX Orion Energy Systems 0.02 14000 2.14 3.14

Past 13F-HR SEC Filings for Firsthand Capital Management