SiVest

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

Firsthand Capital Management portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MTSN Mattson Technology 8.15 3280000 3.94 4.53
QCOM QUALCOMM 7.65 175000 69.34 71.27
LRCX Lam Research Corporation 7.53 170000 70.24 78.20
Invensense 6.14 +23.00% 640000 15.21 0.00
AAPL Apple 5.30 -12.00% 67500 124.43 123.28
AMZN Amazon 4.69 20000 372.10 372.62
Facebook Inc cl a 3.63 -12.00% 70000 82.21 0.00
Ambarella 3.34 -30.00% 70000 75.71 0.00
Twitter 3.16 100000 50.08 0.00
SWKS Skyworks Solutions 3.10 -16.00% 50000 98.30 92.91
Equinix 3.01 NEW 20472 232.85 0.00
Palo Alto Networks 2.76 30000 146.07 0.00
Workday Inc cl a 2.66 -50.00% 50000 84.42 0.00
NFLX Netflix 2.63 -66.00% 10000 416.70 443.79
BIDU Baidu 2.63 20000 208.40 207.29
ARMH ARM Holdings 2.49 -55.00% 80000 49.30 52.66
Linkedin 2.36 15000 249.87 0.00
ADBE Adobe Systems Incorporated 2.33 50000 73.94 76.64
WDC Western Digital 2.30 40000 91.00 97.30
GOOG Google 2.10 6000 554.67 554.33
Google Inc Class C 2.07 6000 548.00 0.00
Pandora Media 2.05 200000 16.21 0.00
AKAM Akamai Technologies 1.79 40000 71.05 69.99
VMW VMware 1.55 30000 82.00 81.59
EXAR Exar Corporation 1.39 220000 10.05 10.65
RAX Rackspace Hosting 1.30 40000 51.60 51.20
INTU Intuit 1.22 20000 96.95 95.52
Ruckus Wireless 1.22 150000 12.87 0.00
Sina 1.12 55000 32.16 0.00
IVAC Intevac 1.01 259683 6.14 6.58
PAY VeriFone Systems 0.88 40000 34.90 35.28
EMC EMC Corporation 0.81 50000 25.56 26.24
Gogo 0.60 50000 19.06 0.00
Sunpower 0.41 -19.00% 20931 31.29 0.00
Sunedison 0.40 -16.00% 26130 24.00 0.00
FSLR First Solar 0.38 10000 59.80 60.28
Rocket Fuel 0.35 60000 9.20 0.00
CREE Cree 0.34 15000 35.47 38.59
Solarcity 0.34 -19.00% 10500 51.24 0.00
POWI Power Integrations 0.32 -9.00% 9799 52.05 55.78
Yelp Inc cl a 0.30 NEW 10000 47.40 0.00
ABB ABB 0.27 20000 21.15 20.21
JCI Johnson Controls 0.26 -19.00% 8200 50.49 48.46
MMM 3M Company 0.24 2300 164.78 162.72
CVA Covanta Holding Corporation 0.21 15000 22.40 20.95
PHG Koninklijke Philips Electronics NV 0.20 11378 28.30 28.08
PX Praxair 0.18 2400 120.83 124.53
PWR Quanta Services 0.18 10000 28.50 28.12
HON Honeywell International 0.14 -49.00% 2080 104.33 100.92
ITRI Itron 0.13 5565 36.48 35.27
JKS JinkoSolar Holding 0.13 NEW 8000 25.62 22.13
Aspen Aerogels 0.11 NEW 25000 7.28 0.00
Ja Solar Holdings Co Ltd spon adr rep5ord 0.08 13000 9.54 0.00
OESX Orion Energy Systems 0.03 14000 3.14 3.14
YGE Yingli Green Energy Hold 0.02 20000 1.85 2.17
MEA Metali 0.00 11500 0.35 0.54

Past 13F-HR SEC Filings for Firsthand Capital Management