SiVest

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

Firsthand Capital Management portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MTSN Mattson Technology 7.04 3780000 2.33 4.53
Invensense 5.94 800000 9.29 0.00
Sunrun 5.59 NEW 674820 10.37 0.00
AAPL Apple 5.07 57500 110.30 123.28
Equinix 4.47 20472 273.40 0.00
Facebook Inc cl a 4.31 -14.00% 60000 89.90 0.00
Palo Alto Networks 4.13 30000 172.00 0.00
AMZN Amazon 4.09 10000 511.90 372.62
LRCX Lam Research Corporation 3.66 70000 65.33 78.20
Arista Networks 3.42 70000 61.19 0.00
Pandora Media 3.41 200000 21.34 0.00
SWKS Skyworks Solutions 3.37 50000 84.22 92.91
ADBE Adobe Systems Incorporated 3.29 50000 82.22 76.64
QCOM QUALCOMM 3.22 -57.00% 75000 53.73 71.27
Alphabet Inc Class C cs 2.93 NEW 6016 608.38 0.00
NFLX Netflix 2.89 +600.00% 35000 103.26 443.79
ARMH ARM Holdings 2.77 80000 43.25 52.66
Rocket Fuel 2.46 660000 4.67 0.00
Ambarella 2.31 50000 57.80 0.00
Linkedin 2.28 15000 190.13 0.00
AKAM Akamai Technologies 2.21 40000 69.05 69.99
BIDU Baidu 2.20 20000 137.40 207.29
Twitter 2.15 -50.00% 100000 26.94 0.00
VMW VMware 1.89 30000 78.80 81.59
Sina 1.76 NEW 55000 40.09 0.00
Workday Inc cl a 1.65 30000 68.87 0.00
INTU Intuit 1.42 20000 88.75 95.52
Ruckus Wireless 1.42 150000 11.88 0.00
EXAR Exar Corporation 1.28 270000 5.95 10.65
IVAC Intevac 0.96 259683 4.60 6.58
PAY VeriFone Systems 0.89 40000 27.72 35.28
RAX Rackspace Hosting 0.79 40000 24.68 51.20
Gogo 0.61 50000 15.28 0.00
Yelp Inc cl a 0.52 30000 21.67 0.00
Solarcity 0.36 10500 42.67 0.00
FSLR First Solar 0.34 10000 42.80 60.28
POWI Power Integrations 0.33 9799 42.15 55.78
Sunpower 0.32 19931 20.02 0.00
CREE Cree 0.29 15000 24.20 38.59
ABB ABB 0.25 18000 17.67 20.21
JCI Johnson Controls 0.24 7200 41.39 48.46
PHG Koninklijke Philips Electronics NV 0.21 11378 23.47 28.08
MMM 3M Company 0.20 1800 141.67 162.72
PX Praxair 0.20 2400 101.67 124.53
PWR Quanta Services 0.19 10000 24.20 28.12
Aspen Aerogels 0.18 30000 7.50 0.00
CVA Covanta Holding Corporation 0.14 10000 17.50 20.95
Sunedison 0.12 21130 7.19 0.00
Vivint Solar 0.10 12000 10.50 0.00
Ja Solar Holdings Co Ltd spon adr rep5ord 0.08 13000 7.77 0.00
OESX Orion Energy Systems 0.02 14000 1.79 3.14
YGE Yingli Green Energy Hold 0.01 20000 0.40 2.17

Past 13F-HR SEC Filings for Firsthand Capital Management