SiVest

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

  • Top 5 stock holdings are Twitter, Facebook Inc cl a, AAPL, Gt Solar Int'l, AMZN. These five stock positions account for 55.01% of Firsthand Capital Management's total stock portfolio.
  • Added to shares of these 10 stocks: MTSN, ADBE, Linkedin, PHG, LRCX, HON, JCI, FSLR, Palo Alto Networks, Sunpower.
  • Started 2 new stock positions in PHG, ADBE.
  • Reduced shares in these 2 stocks: ITRI, .
  • Sold out of its positions in ITRI, Yandex Nv-a.
  • As of March 31, 2014, Firsthand Capital Management has $215.48M in assets under management (AUM). Assets under management grew from a total value of $202.01M to $215.48M.
  • Independent of market fluctuations, Firsthand Capital Management was a net buyer by $19.11M worth of stocks in the most recent quarter.

Firsthand Capital Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Twitter 21.79 1006200 46.67 0.00
Facebook Inc cl a 19.01 680000 60.24 0.00
AAPL Apple 5.60 22500 536.76 96.88
Gt Solar Int'l 5.47 691900 17.05 0.00
AMZN Amazon 3.12 20000 336.35 360.92
QCOM QUALCOMM 3.11 85000 78.86 76.51
GOOG Google 3.10 6000 1114.50 595.55
Pandora Media 2.81 200000 30.32 0.00
IVAC Intevac 2.53 560956 9.70 7.26
MTSN Mattson Technology 2.15 +362.00% 2000000 2.32 2.22
BIDU Baidu 2.12 30000 152.27 204.05
SWKS Skyworks Solutions 2.09 120000 37.52 52.70
VMW VMware 2.01 40000 108.02 94.53
ARMH ARM Holdings 1.89 80000 50.98 44.23
LRCX Lam Research Corporation 1.79 +40.00% 70000 55.00 70.06
EQIX Equinix 1.72 20000 184.85 216.26
Sina 1.54 55000 60.42 0.00
ADBE Adobe Systems Incorporated 1.53 NEW 50000 65.74 72.44
Linkedin 1.29 +200.00% 15000 184.93 0.00
AKAM Akamai Technologies 1.08 40000 58.20 59.49
PAY VeriFone Systems 0.78 50000 33.82 35.55
INTU Intuit 0.72 20000 77.75 82.68
EXAR Exar Corporation 0.67 +9.00% 120000 11.95 10.43
PHG Koninklijke Philips Electronics NV 0.65 NEW 40000 35.15 32.06
EMC EMC Corporation 0.64 50000 27.42 28.77
Palo Alto Networks 0.64 +100.00% 20000 68.60 0.00
RAX Rackspace Hosting 0.61 40000 32.82 31.42
PWR Quanta Services 0.60 +75.00% 35000 36.91 35.01
ABB ABB 0.59 +68.00% 49000 25.80 24.11
Solarcity 0.58 +100.00% 20000 62.60 0.00
GLW Corning Incorporated 0.57 59460 20.82 22.15
ORCL Oracle Corporation 0.57 30000 40.90 40.59
Sunedison 0.57 +85.00% 65130 18.84 0.00
CREE Cree 0.52 +100.00% 20000 56.55 48.95
JCI Johnson Controls 0.51 +182.00% 23200 47.33 48.72
FSLR First Solar 0.49 +200.00% 15000 69.80 62.33
Sma Solar Technology Ag 0.49 20000 53.05 0.00
POWI Power Integrations 0.48 15799 65.76 53.84
HON Honeywell International 0.48 +259.00% 11080 92.78 96.66
MMM 3M Company 0.46 +121.00% 7300 135.62 145.68
Sunpower 0.46 +182.00% 30931 32.27 0.00
PX Praxair 0.45 +117.00% 7400 130.95 129.64
ROC Rockwood Holdings 0.45 +62.00% 13000 74.38 82.46
Gogo 0.29 +200.00% 30000 20.53 0.00
ERIC Telefonaktiebolaget LM Ericsson 0.25 40000 13.32 12.78
CVA Covanta Holding Corporation 0.17 20000 18.05 20.46
ESE ESCO Technologies 0.16 10000 35.20 33.81
UTX United Technologies Corporation 0.14 2500 116.80 109.54
JKS JinkoSolar Holding 0.10 8000 28.00 25.13
Ja Solar Holdings Co Ltd spon adr rep5ord 0.06 13000 10.15 0.00
OESX Orion Energy Systems 0.05 14000 7.29 4.45
YGE Yingli Green Energy Hold 0.04 20000 4.35 3.55
MEA Metali 0.01 11500 1.65 1.45

Past 13F-HR SEC Filings for Firsthand Capital Management