SiVest Group

Firsthand Capital Management as of March 31, 2013

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 36 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 15.5 $16M 640k 25.58
Apple (AAPL) 10.3 $11M 25k 442.65
Amazon (AMZN) 10.1 $11M 40k 266.50
Google 9.8 $10M 13k 794.15
Solarcity 7.8 $8.2M 436k 18.88
Qualcomm (QCOM) 5.4 $5.7M 85k 66.94
ARM Holdings 4.2 $4.4M 105k 42.37
Equinix 4.1 $4.3M 20k 216.30
VMware 3.0 $3.2M 40k 78.88
Baidu (BIDU) 2.9 $3.1M 35k 87.71
Sina Corp. 2.8 $2.9M 60k 48.58
Akamai Technologies (AKAM) 2.7 $2.8M 80k 35.32
Intevac (IVAC) 2.5 $2.6M 561k 4.72
Skyworks Solutions (SWKS) 2.5 $2.6M 120k 22.02
VeriFone Systems 2.0 $2.1M 100k 20.68
Rackspace Hosting 1.9 $2.0M 40k 50.48
Netflix (NFLX) 1.8 $1.9M 10k 189.30
Intuit (INTU) 1.2 $1.3M 20k 65.65
Yandex Nv-a (YNDX) 1.2 $1.3M 55k 23.15
Vimpel 1.1 $1.2M 100k 11.89
EMC Corporation 1.1 $1.2M 50k 23.90
Riverbed Technology 1.1 $1.2M 80k 14.92
Exar Corporation 1.1 $1.1M 105k 10.50
Oracle Corporation (ORCL) 0.9 $970k 30k 32.33
Linkedin Corp 0.8 $880k 5.0k 176.00
Corning Incorporated (GLW) 0.6 $659k 50k 13.32
Palo Alto Networks (PANW) 0.5 $566k 10k 56.60
Telefonaktiebolaget LM Ericsson (ERIC) 0.5 $504k 40k 12.60
Sunpower (SPWR) 0.1 $125k 11k 11.44
Gt Solar Int'l 0.1 $105k 32k 3.29
MEMC Electronic Materials 0.1 $84k 19k 4.39
Power-One 0.1 $65k 16k 4.14
Yingli Green Energy Hold 0.0 $38k 20k 1.90
Ja Solar Holdings Co Ltd spon adr rep5ord 0.0 $47k 13k 3.62
Orion Energy Systems (OESX) 0.0 $35k 14k 2.50
Metali 0.0 $19k 12k 1.65