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 | |
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 |