Firsthand Capital Management as of March 31, 2019
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 47 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arista Networks (ANET) | 8.2 | $22M | 70k | 314.46 | |
| Phunware | 7.6 | $21M | 1.5M | 13.69 | |
| Twilio Inc cl a (TWLO) | 6.7 | $18M | 140k | 129.18 | |
| Roku (ROKU) | 6.2 | $17M | 260k | 64.51 | |
| Facebook Inc cl a (META) | 4.7 | $13M | 75k | 166.69 | |
| Netflix (NFLX) | 4.7 | $13M | 35k | 356.57 | |
| Cree | 4.7 | $13M | 218k | 57.22 | |
| Applied Materials (AMAT) | 4.4 | $12M | 300k | 39.66 | |
| Microsoft Corporation (MSFT) | 4.4 | $12M | 100k | 117.94 | |
| Chegg (CHGG) | 4.1 | $11M | 290k | 38.12 | |
| Amazon (AMZN) | 4.0 | $11M | 6.0k | 1780.83 | |
| Nutanix Inc cl a (NTNX) | 3.5 | $9.4M | 250k | 37.74 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $9.4M | 8.0k | 1173.28 | |
| NVIDIA Corporation (NVDA) | 3.4 | $9.0M | 50k | 179.56 | |
| Ii-vi | 3.0 | $8.2M | 220k | 37.24 | |
| Taiwan Semiconductor Mfg (TSM) | 2.3 | $6.1M | 150k | 40.96 | |
| Workday Inc cl a (WDAY) | 2.2 | $5.8M | 30k | 192.87 | |
| Match | 2.1 | $5.7M | 100k | 56.61 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $5.3M | 20k | 266.50 | |
| Guidewire Software (GWRE) | 2.0 | $5.3M | 55k | 97.16 | |
| stock | 1.9 | $5.0M | 40k | 124.60 | |
| Proofpoint | 1.8 | $4.9M | 40k | 121.42 | |
| Palo Alto Networks (PANW) | 1.8 | $4.9M | 20k | 242.90 | |
| Box Inc cl a (BOX) | 1.8 | $4.8M | 250k | 19.31 | |
| Alibaba Group Holding (BABA) | 1.7 | $4.6M | 25k | 182.44 | |
| Paypal Holdings (PYPL) | 1.6 | $4.2M | 40k | 103.85 | |
| Zscaler Incorporated (ZS) | 1.3 | $3.5M | 50k | 70.94 | |
| ViaSat (VSAT) | 0.9 | $2.3M | 30k | 77.50 | |
| Square Inc cl a (SQ) | 0.8 | $2.2M | 30k | 74.93 | |
| Pure Storage Inc - Class A (PSTG) | 0.8 | $2.2M | 100k | 21.79 | |
| Solaredge Technologies (SEDG) | 0.7 | $1.8M | 47k | 37.68 | |
| Fitbit | 0.2 | $592k | 100k | 5.92 | |
| QuickLogic Corporation | 0.2 | $511k | 700k | 0.73 | |
| Power Integrations (POWI) | 0.1 | $406k | 5.8k | 70.01 | |
| Itron (ITRI) | 0.1 | $260k | 5.6k | 46.72 | |
| First Solar (FSLR) | 0.1 | $264k | 5.0k | 52.80 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $236k | 5.8k | 40.90 | |
| Honeywell International (HON) | 0.1 | $251k | 1.6k | 158.86 | |
| Corning Incorporated (GLW) | 0.1 | $214k | 6.5k | 33.13 | |
| 3M Company (MMM) | 0.1 | $208k | 1.0k | 208.00 | |
| Covanta Holding Corporation | 0.1 | $173k | 10k | 17.30 | |
| Sunpower (SPWR) | 0.1 | $130k | 20k | 6.52 | |
| Net 1 UEPS Technologies (LSAK) | 0.0 | $108k | 30k | 3.60 | |
| Aspen Aerogels (ASPN) | 0.0 | $89k | 35k | 2.54 | |
| Vivint Solar | 0.0 | $60k | 12k | 5.00 | |
| Orion Energy Systems (OESX) | 0.0 | $12k | 14k | 0.86 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
