SiVest Group

Firsthand Capital Management as of June 30, 2013

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 45 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Common Stock (META) 16.6 $17M 680k 24.88
SolarCity Corporation Common Stock 16.5 $17M 446k 37.75
Apple Common Stock (AAPL) 9.5 $9.7M 25k 396.53
Amazon.com Common Stock (AMZN) 5.4 $5.6M 20k 277.70
Google Common Stock 5.2 $5.3M 6.0k 880.33
Qualcomm Common Stock (QCOM) 5.1 $5.2M 85k 61.09
ARM Holdings Common Stock 3.7 $3.8M 105k 36.23
Equinix Common Stock 3.6 $3.7M 20k 184.70
Akamai Technologies Common Stock (AKAM) 3.3 $3.4M 80k 42.55
Sina Corp. Common Stock 3.3 $3.3M 60k 55.73
Baidu.com Common Stock (BIDU) 3.2 $3.3M 35k 94.60
Intevac Common Stock (IVAC) 3.1 $3.2M 561k 5.66
VMware Common Stock 2.6 $2.7M 40k 67.00
Skyworks Solutions Common Stock (SWKS) 2.6 $2.6M 120k 21.89
VeriFone Holdings Common Stock 1.6 $1.7M 100k 16.81
Rackspace Hosting Common Stock 1.5 $1.5M 40k 37.90
Riverbed Technology Common Stock 1.2 $1.2M 80k 15.56
Intuit Common Stock (INTU) 1.2 $1.2M 20k 61.05
Exar Corp. Common Stock 1.2 $1.2M 110k 10.77
EMC Corp. Common Stock 1.2 $1.2M 50k 23.62
TiVo Common Stock 1.1 $1.1M 100k 11.05
Oracle Corp. Common Stock (ORCL) 0.9 $921k 30k 30.70
LinkedIn Corporation Common Stock 0.9 $892k 5.0k 178.40
Corning Common Stock (GLW) 0.8 $846k 60k 14.23
Ericsson Common Stock (ERIC) 0.4 $451k 40k 11.28
Palo Alto Networks Common Stock (PANW) 0.4 $422k 10k 42.20
Cree Common Stock 0.3 $319k 5.0k 63.80
Abb Common Stock (ABBNY) 0.3 $303k 14k 21.64
Johnson Controls Common Stock 0.3 $293k 8.2k 35.73
Sunedision Common Stock 0.3 $287k 35k 8.17
Praxair Common Stock 0.3 $276k 2.4k 115.00
Quanta Services Common Stock (PWR) 0.3 $265k 10k 26.50
Rockwood Holdings Common Stock 0.3 $256k 4.0k 64.00
3M Common Stock (MMM) 0.2 $252k 2.3k 109.57
Honeywell International Common Stock (HON) 0.2 $244k 3.1k 79.22
Power Integrations Common Stock (POWI) 0.2 $235k 5.8k 40.52
United Technologies Corp. Common Stock 0.2 $232k 2.5k 92.80
First Solar Common Stock (FSLR) 0.2 $223k 5.0k 44.60
SunPower Corp. - Class B Common Stock (SPWR) 0.2 $222k 11k 20.31
GT Advanced Technologies Common Stock 0.1 $132k 32k 4.14
Power-One Common Stock 0.1 $99k 16k 6.31
JA Solar Holdings Common Stock 0.1 $94k 13k 7.23
Yingli Green Energy Holding Company - Common Stock 0.1 $65k 20k 3.25
Orion Energy Systems Common Stock (OESX) 0.0 $35k 14k 2.50
Metalico Common Stock 0.0 $14k 12k 1.22