Firsthand Capital Management as of Sept. 30, 2019
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 55 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Roku (ROKU) | 9.9 | $24M | 240k | 101.76 | |
Arista Networks (ANET) | 6.8 | $17M | 70k | 238.91 | |
Twilio Inc cl a (TWLO) | 6.2 | $15M | 140k | 109.96 | |
Microsoft Corporation (MSFT) | 5.6 | $14M | 100k | 139.03 | |
Nutanix Inc cl a (NTNX) | 4.8 | $12M | 450k | 26.25 | |
Match | 4.3 | $11M | 150k | 71.44 | |
Cree | 4.3 | $11M | 218k | 49.00 | |
Chegg (CHGG) | 4.1 | $10M | 340k | 29.95 | |
Netflix (NFLX) | 3.8 | $9.4M | 35k | 267.63 | |
Facebook Inc cl a (META) | 3.6 | $8.9M | 50k | 178.08 | |
NVIDIA Corporation (NVDA) | 3.5 | $8.7M | 50k | 174.08 | |
Ii-vi | 3.1 | $7.7M | 220k | 35.21 | |
Taiwan Semiconductor Mfg (TSM) | 2.8 | $7.0M | 150k | 46.48 | |
Amazon (AMZN) | 2.8 | $6.9M | 4.0k | 1736.00 | |
Guidewire Software (GWRE) | 2.3 | $5.8M | 55k | 105.38 | |
Adobe Systems Incorporated (ADBE) | 2.2 | $5.5M | 20k | 276.25 | |
Proofpoint | 2.1 | $5.2M | 40k | 129.05 | |
Workday Inc cl a (WDAY) | 2.1 | $5.1M | 30k | 169.97 | |
Alphabet Inc Class C cs (GOOG) | 2.0 | $4.9M | 4.0k | 1219.12 | |
Solaredge Technologies (SEDG) | 1.9 | $4.8M | 57k | 83.72 | |
Zscaler Incorporated (ZS) | 1.9 | $4.7M | 100k | 47.26 | |
stock | 1.9 | $4.7M | 40k | 117.85 | |
Kratos Defense & Security Solutions (KTOS) | 1.8 | $4.5M | 240k | 18.60 | |
Box Inc cl a (BOX) | 1.7 | $4.1M | 250k | 16.56 | |
Paypal Holdings (PYPL) | 1.7 | $4.1M | 40k | 103.60 | |
Palo Alto Networks (PANW) | 1.6 | $4.1M | 20k | 203.85 | |
4068594 Enphase Energy (ENPH) | 1.4 | $3.4M | 155k | 22.23 | |
ViaSat (VSAT) | 1.2 | $3.0M | 40k | 75.32 | |
Zendesk | 1.2 | $2.9M | 40k | 72.88 | |
Coupa Software | 1.1 | $2.6M | 20k | 129.55 | |
Square Inc cl a (SQ) | 1.0 | $2.5M | 40k | 61.95 | |
Okta Inc cl a (OKTA) | 0.8 | $2.0M | 20k | 98.45 | |
Pure Storage Inc - Class A (PSTG) | 0.7 | $1.7M | 100k | 16.94 | |
2u (TWOU) | 0.7 | $1.6M | 100k | 16.28 | |
Gw Pharmaceuticals Plc ads | 0.5 | $1.3M | 11k | 115.00 | |
Mongodb Inc. Class A (MDB) | 0.5 | $1.2M | 10k | 120.50 | |
Phunware | 0.4 | $970k | 693k | 1.40 | |
Domo Cl B Ord (DOMO) | 0.3 | $799k | 50k | 15.98 | |
Power Integrations (POWI) | 0.2 | $524k | 5.8k | 90.36 | |
Itron (ITRI) | 0.2 | $412k | 5.6k | 74.03 | |
Fitbit | 0.1 | $381k | 100k | 3.81 | |
First Solar (FSLR) | 0.1 | $290k | 5.0k | 58.00 | |
Koninklijke Philips Electronics NV (PHG) | 0.1 | $266k | 5.8k | 46.10 | |
Honeywell International (HON) | 0.1 | $267k | 1.6k | 168.99 | |
Sunpower (SPWR) | 0.1 | $219k | 20k | 10.99 | |
United Technologies Corporation | 0.1 | $205k | 1.5k | 136.67 | |
ON Semiconductor (ON) | 0.1 | $192k | 10k | 19.20 | |
QuickLogic Corporation | 0.1 | $210k | 600k | 0.35 | |
Aspen Aerogels (ASPN) | 0.1 | $207k | 35k | 5.91 | |
Covanta Holding Corporation | 0.1 | $173k | 10k | 17.30 | |
Net 1 UEPS Technologies (LSAK) | 0.0 | $107k | 30k | 3.57 | |
Vivint Solar | 0.0 | $78k | 12k | 6.50 | |
Orion Energy Systems (OESX) | 0.0 | $40k | 14k | 2.86 | |
Curaleaf Holdings Inc equities (CURLF) | 0.0 | $54k | 10k | 5.40 | |
Sunedison | 0.0 | $0 | 21k | 0.00 |