SiVest

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

Firsthand Capital Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
LRCX Lam Research Corporation 7.92 +142.00% 170000 79.34 78.20
QCOM QUALCOMM 7.64 +133.00% 175000 74.33 71.27
MTSN Mattson Technology 6.55 3280000 3.40 4.53
NFLX Netflix 6.02 NEW 30000 341.60 443.79
AAPL Apple 5.02 77500 110.37 123.28
Invensense 4.96 +333.00% 520000 16.26 0.00
ARMH ARM Holdings 4.89 +125.00% 180000 46.30 52.66
Workday Inc cl a 4.79 NEW 100000 81.61 0.00
Facebook Inc cl a 3.66 80000 78.02 0.00
AMZN Amazon 3.64 20000 310.35 372.62
Ambarella 2.98 100000 50.72 0.00
EQIX Equinix 2.73 +2.00% 20472 226.75 227.42
BIDU Baidu 2.68 20000 227.95 207.29
WDC Western Digital 2.60 NEW 40000 110.70 97.30
SWKS Skyworks Solutions 2.56 60000 72.72 92.91
Palo Alto Networks 2.16 +50.00% 30000 122.57 0.00
ADBE Adobe Systems Incorporated 2.13 50000 72.70 76.64
Twitter 2.11 -91.00% 100000 35.87 0.00
Pandora Media 2.09 200000 17.83 0.00
Linkedin 2.02 15000 229.73 0.00
GOOG Google 1.87 6000 530.67 554.33
Google Inc Class C 1.85 6000 526.33 0.00
AKAM Akamai Technologies 1.48 40000 62.95 69.99
VMW VMware 1.45 30000 82.53 81.59
EXAR Exar Corporation 1.32 220000 10.20 10.65
Sina 1.21 55000 37.38 0.00
IVAC Intevac 1.18 -38.00% 259683 7.77 6.58
RAX Rackspace Hosting 1.10 40000 46.80 51.20
INTU Intuit 1.08 20000 92.20 95.52
Ruckus Wireless 1.06 150000 12.02 0.00
EMC EMC Corporation 0.87 50000 29.74 26.24
PAY VeriFone Systems 0.87 40000 37.20 35.28
Rocket Fuel 0.57 60000 16.12 0.00
Gogo 0.49 50000 16.54 0.00
Solarcity 0.41 -13.00% 13000 53.46 0.00
Sunpower 0.39 25931 25.84 0.00
Sunedison 0.36 -37.00% 31130 19.50 0.00
POWI Power Integrations 0.33 -31.00% 10799 51.76 55.78
JCI Johnson Controls 0.29 -32.00% 10200 48.33 48.46
CREE Cree 0.28 -25.00% 15000 32.20 38.59
FSLR First Solar 0.26 -33.00% 10000 44.60 60.28
ABB ABB 0.25 -31.00% 20000 21.15 20.21
HON Honeywell International 0.24 -32.00% 4080 100.00 100.92
MMM 3M Company 0.22 -30.00% 2300 164.35 162.72
ESE ESCO Technologies 0.22 10000 36.90 38.71
CVA Covanta Holding Corporation 0.19 -25.00% 15000 22.00 20.95
PHG Koninklijke Philips Electronics NV 0.19 11378 29.00 28.08
PX Praxair 0.18 -55.00% 2400 129.58 124.53
UTX United Technologies Corporation 0.17 2500 115.20 118.52
PWR Quanta Services 0.17 10000 28.40 28.12
ITRI Itron 0.14 5565 42.23 35.27
Ja Solar Holdings Co Ltd spon adr rep5ord 0.06 13000 8.15 0.00
OESX Orion Energy Systems 0.05 14000 5.50 3.14
YGE Yingli Green Energy Hold 0.03 20000 2.35 2.17
MEA Metali 0.00 11500 0.35 0.54

Past 13F-HR SEC Filings for Firsthand Capital Management