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 | |
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 |