Firsthand Capital Management as of Sept. 30, 2016
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 50 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nutanix Inc cl a (NTNX) | 15.6 | $17M | 460k | 37.00 | |
Facebook Inc cl a (META) | 7.1 | $7.7M | 60k | 128.27 | |
Arista Networks (ANET) | 5.9 | $6.4M | 75k | 85.08 | |
Invensense | 4.4 | $4.8M | 650k | 7.42 | |
Alphabet Inc Class C cs (GOOG) | 3.9 | $4.3M | 5.5k | 777.37 | |
Sunrun (RUN) | 3.9 | $4.3M | 680k | 6.30 | |
Alibaba Group Holding (BABA) | 3.9 | $4.2M | 40k | 105.80 | |
Amazon (AMZN) | 3.9 | $4.2M | 5.0k | 837.40 | |
Workday Inc cl a (WDAY) | 3.4 | $3.7M | 40k | 91.68 | |
Equinix (EQIX) | 3.3 | $3.6M | 10k | 360.23 | |
Netflix (NFLX) | 3.2 | $3.4M | 35k | 98.57 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.1 | $3.4M | 40k | 85.05 | |
Palo Alto Networks (PANW) | 2.9 | $3.2M | 20k | 159.35 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 2.8 | $3.1M | 100k | 30.55 | |
Ambarella | 2.7 | $2.9M | 40k | 73.68 | |
Pandora Media | 2.6 | $2.9M | 200k | 14.33 | |
Baidu (BIDU) | 2.5 | $2.7M | 15k | 182.27 | |
Exar Corporation | 2.3 | $2.5M | 270k | 9.31 | |
Qualcomm (QCOM) | 2.2 | $2.4M | 35k | 68.51 | |
2.1 | $2.3M | 100k | 23.05 | ||
Tesla Motors (TSLA) | 1.9 | $2.0M | 10k | 204.00 | |
Rocket Fuel | 1.6 | $1.7M | 660k | 2.64 | |
Adobe Systems Incorporated (ADBE) | 1.5 | $1.6M | 15k | 108.53 | |
Pure Storage Inc - Class A (PSTG) | 1.4 | $1.5M | 114k | 13.55 | |
Intevac (IVAC) | 1.4 | $1.5M | 260k | 5.90 | |
Fitbit | 1.4 | $1.5M | 100k | 14.84 | |
Rackspace Hosting | 1.2 | $1.3M | 40k | 31.70 | |
Paypal Holdings (PYPL) | 1.1 | $1.2M | 30k | 40.97 | |
Sina | 1.0 | $1.1M | 15k | 73.80 | |
Linkedin Corp | 0.9 | $956k | 5.0k | 191.20 | |
VMware | 0.7 | $733k | 10k | 73.30 | |
Gogo (GOGO) | 0.5 | $552k | 50k | 11.04 | |
Apple (AAPL) | 0.5 | $508k | 4.5k | 112.89 | |
Power Integrations (POWI) | 0.5 | $492k | 7.8k | 63.09 | |
First Solar (FSLR) | 0.3 | $355k | 9.0k | 39.44 | |
Cree | 0.3 | $334k | 13k | 25.69 | |
Itron (ITRI) | 0.3 | $310k | 5.6k | 55.71 | |
Terraform Power | 0.3 | $278k | 20k | 13.90 | |
Honeywell International (HON) | 0.2 | $243k | 2.1k | 116.83 | |
Koninklijke Philips Electronics NV (PHG) | 0.2 | $230k | 7.8k | 29.60 | |
Solarcity | 0.2 | $205k | 11k | 19.52 | |
Aspen Aerogels (ASPN) | 0.2 | $209k | 35k | 5.97 | |
Solaredge Technologies (SEDG) | 0.2 | $190k | 11k | 17.27 | |
Sunpower (SPWR) | 0.2 | $178k | 20k | 8.93 | |
Abb (ABBNY) | 0.1 | $158k | 7.0k | 22.57 | |
Covanta Holding Corporation | 0.1 | $154k | 10k | 15.40 | |
Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $78k | 13k | 6.00 | |
Vivint Solar | 0.0 | $38k | 12k | 3.17 | |
Orion Energy Systems (OESX) | 0.0 | $19k | 14k | 1.36 | |
Sunedison | 0.0 | $7.0k | 21k | 0.33 |