Firsthand Capital Management as of Dec. 31, 2018
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 49 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arista Networks (ANET) | 9.3 | $15M | 70k | 210.70 | |
| Twilio Inc cl a (TWLO) | 7.9 | $13M | 140k | 89.30 | |
| Roku (ROKU) | 6.9 | $11M | 355k | 30.64 | |
| Nutanix Inc cl a (NTNX) | 6.6 | $10M | 250k | 41.59 | |
| Netflix (NFLX) | 5.9 | $9.4M | 35k | 267.66 | |
| Chegg (CHGG) | 5.2 | $8.2M | 290k | 28.42 | |
| Cree | 3.7 | $5.9M | 138k | 42.78 | |
| Facebook Inc cl a (META) | 3.7 | $5.9M | 45k | 131.09 | |
| Phunware | 3.5 | $5.5M | 1.5M | 3.69 | |
| Workday Inc cl a (WDAY) | 3.0 | $4.8M | 30k | 159.67 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $4.5M | 20k | 226.25 | |
| Amazon (AMZN) | 2.8 | $4.5M | 3.0k | 1502.00 | |
| Guidewire Software (GWRE) | 2.8 | $4.4M | 55k | 80.24 | |
| Match | 2.7 | $4.3M | 100k | 42.77 | |
| Box Inc cl a (BOX) | 2.7 | $4.2M | 250k | 16.88 | |
| stock | 2.6 | $4.2M | 40k | 104.85 | |
| Alphabet Inc Class C cs (GOOG) | 2.6 | $4.2M | 4.0k | 1035.61 | |
| Palo Alto Networks (PANW) | 2.4 | $3.8M | 20k | 188.35 | |
| Alibaba Group Holding (BABA) | 2.2 | $3.4M | 25k | 137.08 | |
| Paypal Holdings (PYPL) | 2.1 | $3.4M | 40k | 84.10 | |
| Proofpoint | 2.1 | $3.4M | 40k | 83.80 | |
| Mongodb Inc. Class A (MDB) | 2.1 | $3.4M | 40k | 83.75 | |
| Ii-vi | 2.0 | $3.2M | 100k | 32.46 | |
| Zscaler Incorporated (ZS) | 1.2 | $2.0M | 50k | 39.22 | |
| Taiwan Semiconductor Mfg (TSM) | 1.2 | $1.8M | 50k | 36.92 | |
| ViaSat (VSAT) | 1.1 | $1.8M | 30k | 58.97 | |
| Pandora Media | 1.0 | $1.6M | 200k | 8.09 | |
| Pure Storage Inc - Class A (PSTG) | 1.0 | $1.6M | 100k | 16.08 | |
| Baidu (BIDU) | 1.0 | $1.6M | 10k | 158.60 | |
| Apple (AAPL) | 0.9 | $1.5M | 9.5k | 157.79 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 10k | 133.50 | |
| Okta Inc cl a (OKTA) | 0.8 | $1.3M | 20k | 63.80 | |
| Coupa Software | 0.8 | $1.3M | 20k | 62.85 | |
| QuickLogic Corporation | 0.5 | $730k | 1.0M | 0.73 | |
| MaxLinear (MXL) | 0.3 | $528k | 30k | 17.60 | |
| Fitbit | 0.3 | $497k | 100k | 4.97 | |
| Power Integrations (POWI) | 0.2 | $354k | 5.8k | 61.05 | |
| Itron (ITRI) | 0.2 | $263k | 5.6k | 47.26 | |
| Solaredge Technologies (SEDG) | 0.2 | $246k | 7.0k | 35.14 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $203k | 5.8k | 35.18 | |
| Honeywell International (HON) | 0.1 | $209k | 1.6k | 132.28 | |
| First Solar (FSLR) | 0.1 | $212k | 5.0k | 42.40 | |
| Net 1 UEPS Technologies (LSAK) | 0.1 | $141k | 30k | 4.70 | |
| Covanta Holding Corporation | 0.1 | $134k | 10k | 13.40 | |
| Sunpower (SPWR) | 0.1 | $99k | 20k | 4.97 | |
| Aspen Aerogels (ASPN) | 0.1 | $75k | 35k | 2.14 | |
| Vivint Solar | 0.0 | $46k | 12k | 3.83 | |
| Orion Energy Systems (OESX) | 0.0 | $8.0k | 14k | 0.57 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
