Firsthand Capital Management as of Dec. 31, 2017
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 46 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Inc cl a (NTNX) | 18.4 | $25M | 709k | 35.28 | |
| Arista Networks (ANET) | 12.1 | $17M | 70k | 235.59 | |
| Roku (ROKU) | 9.5 | $13M | 250k | 51.78 | |
| Facebook Inc cl a (META) | 5.8 | $7.9M | 45k | 176.47 | |
| Netflix (NFLX) | 5.0 | $6.7M | 35k | 191.97 | |
| Alibaba Group Holding (BABA) | 4.4 | $6.0M | 35k | 172.43 | |
| Amazon (AMZN) | 4.3 | $5.8M | 5.0k | 1169.40 | |
| Equinix (EQIX) | 3.4 | $4.5M | 10k | 453.18 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $4.2M | 4.0k | 1046.31 | |
| Guidewire Software (GWRE) | 3.0 | $4.1M | 55k | 74.25 | |
| Workday Inc cl a (WDAY) | 3.0 | $4.1M | 40k | 101.75 | |
| Baidu (BIDU) | 2.6 | $3.5M | 15k | 234.20 | |
| Tesla Motors (TSLA) | 2.4 | $3.3M | 11k | 311.32 | |
| Ambarella (AMBA) | 2.2 | $2.9M | 50k | 58.76 | |
| Palo Alto Networks (PANW) | 2.1 | $2.9M | 20k | 144.95 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $2.6M | 15k | 175.27 | |
| Paypal Holdings (PYPL) | 1.6 | $2.2M | 30k | 73.63 | |
| Twilio Inc cl a (TWLO) | 1.6 | $2.1M | 90k | 23.60 | |
| QuickLogic Corporation | 1.5 | $2.1M | 1.2M | 1.74 | |
| 1.4 | $1.9M | 80k | 24.01 | ||
| MaxLinear (MXL) | 1.4 | $1.8M | 70k | 26.41 | |
| Illinois Tool Works (ITW) | 1.2 | $1.7M | 10k | 166.90 | |
| Apple (AAPL) | 1.2 | $1.6M | 9.5k | 169.26 | |
| Softbank Corp-un (SFTBY) | 1.2 | $1.6M | 40k | 39.75 | |
| Pure Storage Inc - Class A (PSTG) | 1.2 | $1.6M | 100k | 15.86 | |
| Pandora Media | 0.7 | $964k | 200k | 4.82 | |
| Gogo (GOGO) | 0.4 | $564k | 50k | 11.28 | |
| Fitbit | 0.4 | $571k | 100k | 5.71 | |
| First Solar (FSLR) | 0.3 | $473k | 7.0k | 67.57 | |
| Power Integrations (POWI) | 0.3 | $427k | 5.8k | 73.63 | |
| Solaredge Technologies (SEDG) | 0.3 | $413k | 11k | 37.55 | |
| Itron (ITRI) | 0.3 | $380k | 5.6k | 68.28 | |
| Cree | 0.2 | $297k | 8.0k | 37.12 | |
| Honeywell International (HON) | 0.2 | $242k | 1.6k | 153.16 | |
| 3M Company (MMM) | 0.2 | $235k | 1.0k | 235.00 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $218k | 5.8k | 37.78 | |
| Praxair | 0.2 | $217k | 1.4k | 155.00 | |
| Corning Incorporated (GLW) | 0.1 | $207k | 6.5k | 32.04 | |
| Aspen Aerogels (ASPN) | 0.1 | $171k | 35k | 4.89 | |
| Covanta Holding Corporation | 0.1 | $169k | 10k | 16.90 | |
| Sunpower (SPWR) | 0.1 | $168k | 20k | 8.43 | |
| Intevac (IVAC) | 0.1 | $108k | 16k | 6.84 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $97k | 13k | 7.46 | |
| Vivint Solar | 0.0 | $49k | 12k | 4.08 | |
| Orion Energy Systems (OESX) | 0.0 | $12k | 14k | 0.86 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
