SiVest Group

Firsthand Capital Management as of Sept. 30, 2015

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 52 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mattson Technology 7.0 $8.8M 3.8M 2.33
Invensense 5.9 $7.4M 800k 9.29
Sunrun (RUN) 5.6 $7.0M 675k 10.37
Apple (AAPL) 5.1 $6.3M 58k 110.30
Equinix (EQIX) 4.5 $5.6M 21k 273.40
Facebook Inc cl a (META) 4.3 $5.4M 60k 89.90
Palo Alto Networks (PANW) 4.1 $5.2M 30k 172.00
Amazon (AMZN) 4.1 $5.1M 10k 511.90
Lam Research Corporation (LRCX) 3.7 $4.6M 70k 65.33
Arista Networks (ANET) 3.4 $4.3M 70k 61.19
Pandora Media 3.4 $4.3M 200k 21.34
Skyworks Solutions (SWKS) 3.4 $4.2M 50k 84.22
Adobe Systems Incorporated (ADBE) 3.3 $4.1M 50k 82.22
Qualcomm (QCOM) 3.2 $4.0M 75k 53.73
Alphabet Inc Class C cs (GOOG) 2.9 $3.7M 6.0k 608.38
Netflix (NFLX) 2.9 $3.6M 35k 103.26
ARM Holdings 2.8 $3.5M 80k 43.25
Rocket Fuel 2.5 $3.1M 660k 4.67
Ambarella 2.3 $2.9M 50k 57.80
Linkedin Corp 2.3 $2.9M 15k 190.13
Akamai Technologies (AKAM) 2.2 $2.8M 40k 69.05
Baidu (BIDU) 2.2 $2.7M 20k 137.40
Twitter 2.1 $2.7M 100k 26.94
VMware 1.9 $2.4M 30k 78.80
Sina 1.8 $2.2M 55k 40.09
Workday Inc cl a (WDAY) 1.6 $2.1M 30k 68.87
Intuit (INTU) 1.4 $1.8M 20k 88.75
Ruckus Wireless 1.4 $1.8M 150k 11.88
Exar Corporation 1.3 $1.6M 270k 5.95
Intevac (IVAC) 1.0 $1.2M 260k 4.60
VeriFone Systems 0.9 $1.1M 40k 27.72
Rackspace Hosting 0.8 $987k 40k 24.68
Gogo (GOGO) 0.6 $764k 50k 15.28
Yelp Inc cl a (YELP) 0.5 $650k 30k 21.67
Solarcity 0.4 $448k 11k 42.67
First Solar (FSLR) 0.3 $428k 10k 42.80
Power Integrations (POWI) 0.3 $413k 9.8k 42.15
Sunpower (SPWR) 0.3 $399k 20k 20.02
Cree 0.3 $363k 15k 24.20
Abb (ABBNY) 0.2 $318k 18k 17.67
Johnson Controls 0.2 $298k 7.2k 41.39
Koninklijke Philips Electronics NV (PHG) 0.2 $267k 11k 23.47
3M Company (MMM) 0.2 $255k 1.8k 141.67
Praxair 0.2 $244k 2.4k 101.67
Quanta Services (PWR) 0.2 $242k 10k 24.20
Aspen Aerogels (ASPN) 0.2 $225k 30k 7.50
Covanta Holding Corporation 0.1 $175k 10k 17.50
Sunedison 0.1 $152k 21k 7.19
Vivint Solar 0.1 $126k 12k 10.50
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $101k 13k 7.77
Orion Energy Systems (OESX) 0.0 $25k 14k 1.79
Yingli Green Energy Hold 0.0 $8.0k 20k 0.40