SiVest Group

Firsthand Capital Management as of Sept. 30, 2013

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 44 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 27.9 $34M 680k 50.23
Apple (AAPL) 9.6 $12M 25k 476.73
Amazon (AMZN) 5.1 $6.3M 20k 312.65
Qualcomm (QCOM) 4.7 $5.7M 85k 67.32
Gt Solar Int'l 4.5 $5.5M 652k 8.51
Baidu (BIDU) 4.4 $5.4M 35k 155.17
Google 4.3 $5.3M 6.0k 875.83
ARM Holdings 4.1 $5.1M 105k 48.12
Pandora Media 4.1 $5.0M 200k 25.13
Sina Corp. 4.0 $4.9M 60k 81.17
Equinix 3.0 $3.7M 20k 183.65
Intevac (IVAC) 2.7 $3.3M 561k 5.86
VMware 2.6 $3.2M 40k 80.90
Skyworks Solutions (SWKS) 2.4 $3.0M 120k 24.84
VeriFone Systems 1.9 $2.3M 100k 22.86
Rackspace Hosting 1.7 $2.1M 40k 52.75
Akamai Technologies (AKAM) 1.7 $2.1M 40k 51.70
Exar Corporation 1.2 $1.5M 110k 13.41
Intuit (INTU) 1.1 $1.3M 20k 66.30
EMC Corporation 1.0 $1.3M 50k 25.56
Linkedin Corp 1.0 $1.2M 5.0k 246.00
Riverbed Technology 0.9 $1.2M 80k 14.59
Oracle Corporation (ORCL) 0.8 $995k 30k 33.17
Corning Incorporated (GLW) 0.7 $868k 60k 14.60
Telefonaktiebolaget LM Ericsson (ERIC) 0.4 $534k 40k 13.35
Palo Alto Networks (PANW) 0.4 $458k 10k 45.80
Johnson Controls 0.3 $340k 8.2k 41.46
Solarcity 0.3 $346k 10k 34.60
Abb (ABBNY) 0.3 $330k 14k 23.57
Power Integrations (POWI) 0.3 $314k 5.8k 54.15
Cree 0.2 $301k 5.0k 60.20
Praxair 0.2 $289k 2.4k 120.42
Sunpower (SPWR) 0.2 $286k 11k 26.16
Sunedison 0.2 $280k 35k 7.97
3M Company (MMM) 0.2 $275k 2.3k 119.57
United Technologies Corporation 0.2 $270k 2.5k 108.00
Quanta Services (PWR) 0.2 $275k 10k 27.50
Rockwood Holdings 0.2 $268k 4.0k 67.00
Honeywell International (HON) 0.2 $256k 3.1k 83.12
First Solar (FSLR) 0.2 $201k 5.0k 40.20
Yingli Green Energy Hold 0.1 $139k 20k 6.95
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $132k 13k 10.15
Orion Energy Systems (OESX) 0.0 $53k 14k 3.79
Metali 0.0 $16k 12k 1.39