Firsthand Capital Management as of March 31, 2015
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 56 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mattson Technology | 8.2 | $13M | 3.3M | 3.94 | |
| Qualcomm (QCOM) | 7.7 | $12M | 175k | 69.34 | |
| Lam Research Corporation (LRCX) | 7.5 | $12M | 170k | 70.24 | |
| Invensense | 6.1 | $9.7M | 640k | 15.21 | |
| Apple (AAPL) | 5.3 | $8.4M | 68k | 124.43 | |
| Amazon (AMZN) | 4.7 | $7.4M | 20k | 372.10 | |
| Facebook Inc cl a (META) | 3.6 | $5.8M | 70k | 82.21 | |
| Ambarella | 3.3 | $5.3M | 70k | 75.71 | |
| 3.2 | $5.0M | 100k | 50.08 | ||
| Skyworks Solutions (SWKS) | 3.1 | $4.9M | 50k | 98.30 | |
| Equinix (EQIX) | 3.0 | $4.8M | 21k | 232.85 | |
| Palo Alto Networks (PANW) | 2.8 | $4.4M | 30k | 146.07 | |
| Workday Inc cl a (WDAY) | 2.7 | $4.2M | 50k | 84.42 | |
| Netflix (NFLX) | 2.6 | $4.2M | 10k | 416.70 | |
| Baidu (BIDU) | 2.6 | $4.2M | 20k | 208.40 | |
| ARM Holdings | 2.5 | $3.9M | 80k | 49.30 | |
| Linkedin Corp | 2.4 | $3.7M | 15k | 249.87 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $3.7M | 50k | 73.94 | |
| Western Digital (WDC) | 2.3 | $3.6M | 40k | 91.00 | |
| 2.1 | $3.3M | 6.0k | 554.67 | ||
| Google Inc Class C | 2.1 | $3.3M | 6.0k | 548.00 | |
| Pandora Media | 2.0 | $3.2M | 200k | 16.21 | |
| Akamai Technologies (AKAM) | 1.8 | $2.8M | 40k | 71.05 | |
| VMware | 1.6 | $2.5M | 30k | 82.00 | |
| Exar Corporation | 1.4 | $2.2M | 220k | 10.05 | |
| Rackspace Hosting | 1.3 | $2.1M | 40k | 51.60 | |
| Intuit (INTU) | 1.2 | $1.9M | 20k | 96.95 | |
| Ruckus Wireless | 1.2 | $1.9M | 150k | 12.87 | |
| Sina | 1.1 | $1.8M | 55k | 32.16 | |
| Intevac (IVAC) | 1.0 | $1.6M | 260k | 6.14 | |
| VeriFone Systems | 0.9 | $1.4M | 40k | 34.90 | |
| EMC Corporation | 0.8 | $1.3M | 50k | 25.56 | |
| Gogo (GOGO) | 0.6 | $953k | 50k | 19.06 | |
| Sunpower (SPWR) | 0.4 | $655k | 21k | 31.29 | |
| Sunedison | 0.4 | $627k | 26k | 24.00 | |
| First Solar (FSLR) | 0.4 | $598k | 10k | 59.80 | |
| Rocket Fuel | 0.3 | $552k | 60k | 9.20 | |
| Cree | 0.3 | $532k | 15k | 35.47 | |
| Solarcity | 0.3 | $538k | 11k | 51.24 | |
| Power Integrations (POWI) | 0.3 | $510k | 9.8k | 52.05 | |
| Yelp Inc cl a (YELP) | 0.3 | $474k | 10k | 47.40 | |
| Abb (ABBNY) | 0.3 | $423k | 20k | 21.15 | |
| Johnson Controls | 0.3 | $414k | 8.2k | 50.49 | |
| 3M Company (MMM) | 0.2 | $379k | 2.3k | 164.78 | |
| Covanta Holding Corporation | 0.2 | $336k | 15k | 22.40 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $322k | 11k | 28.30 | |
| Praxair | 0.2 | $290k | 2.4k | 120.83 | |
| Quanta Services (PWR) | 0.2 | $285k | 10k | 28.50 | |
| Honeywell International (HON) | 0.1 | $217k | 2.1k | 104.33 | |
| Itron (ITRI) | 0.1 | $203k | 5.6k | 36.48 | |
| JinkoSolar Holding (JKS) | 0.1 | $205k | 8.0k | 25.62 | |
| Aspen Aerogels (ASPN) | 0.1 | $182k | 25k | 7.28 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $124k | 13k | 9.54 | |
| Orion Energy Systems (OESX) | 0.0 | $44k | 14k | 3.14 | |
| Yingli Green Energy Hold | 0.0 | $37k | 20k | 1.85 | |
| Metali | 0.0 | $4.0k | 12k | 0.35 |
