Firsthand Capital Management as of Dec. 31, 2019
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 53 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roku (ROKU) | 12.5 | $32M | 240k | 133.90 | |
| Arista Networks (ANET) | 5.5 | $14M | 70k | 203.40 | |
| Nutanix Inc cl a (NTNX) | 5.5 | $14M | 450k | 31.26 | |
| Twilio Inc cl a (TWLO) | 5.4 | $14M | 140k | 98.28 | |
| Chegg (CHGG) | 5.0 | $13M | 340k | 37.91 | |
| Match | 4.8 | $12M | 150k | 82.11 | |
| Netflix (NFLX) | 4.4 | $11M | 35k | 323.57 | |
| Facebook Inc cl a (META) | 4.0 | $10M | 50k | 205.26 | |
| Cree | 3.9 | $10M | 218k | 46.15 | |
| NVIDIA Corporation (NVDA) | 3.7 | $9.4M | 40k | 235.30 | |
| Taiwan Semiconductor Mfg (TSM) | 3.4 | $8.7M | 150k | 58.10 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.9M | 50k | 157.70 | |
| Amazon (AMZN) | 2.9 | $7.4M | 4.0k | 1847.75 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $6.6M | 20k | 329.80 | |
| Guidewire Software (GWRE) | 2.4 | $6.0M | 55k | 109.76 | |
| stock | 2.3 | $6.0M | 40k | 149.78 | |
| Solaredge Technologies (SEDG) | 2.1 | $5.4M | 57k | 95.09 | |
| Ii-vi | 2.1 | $5.4M | 160k | 33.67 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $5.4M | 4.0k | 1336.90 | |
| Workday Inc cl a (WDAY) | 1.9 | $4.9M | 30k | 164.47 | |
| Zscaler Incorporated (ZS) | 1.8 | $4.7M | 100k | 46.50 | |
| Palo Alto Networks (PANW) | 1.8 | $4.6M | 20k | 231.25 | |
| Proofpoint | 1.8 | $4.6M | 40k | 114.78 | |
| Paypal Holdings (PYPL) | 1.7 | $4.3M | 40k | 108.18 | |
| Kratos Defense & Security Solutions (KTOS) | 1.7 | $4.3M | 240k | 18.01 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $4.1M | 155k | 26.13 | |
| Zendesk | 1.2 | $3.1M | 40k | 76.62 | |
| ViaSat (VSAT) | 1.1 | $2.9M | 40k | 73.20 | |
| Coupa Software | 1.1 | $2.9M | 20k | 146.25 | |
| Square Inc cl a (SQ) | 1.0 | $2.5M | 40k | 62.55 | |
| 2u (TWOU) | 0.9 | $2.4M | 100k | 23.99 | |
| Okta Inc cl a (OKTA) | 0.9 | $2.3M | 20k | 115.35 | |
| Pure Storage Inc - Class A (PSTG) | 0.7 | $1.7M | 100k | 17.11 | |
| Mongodb Inc. Class A (MDB) | 0.5 | $1.3M | 10k | 131.60 | |
| Gw Pharmaceuticals Plc ads | 0.5 | $1.2M | 11k | 104.55 | |
| Domo Cl B Ord (DOMO) | 0.4 | $1.1M | 50k | 21.72 | |
| Phunware | 0.3 | $813k | 683k | 1.19 | |
| Power Integrations (POWI) | 0.2 | $574k | 5.8k | 98.98 | |
| Itron (ITRI) | 0.2 | $467k | 5.6k | 83.92 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $282k | 5.8k | 48.87 | |
| Honeywell International (HON) | 0.1 | $280k | 1.6k | 177.22 | |
| First Solar (FSLR) | 0.1 | $280k | 5.0k | 56.00 | |
| Aspen Aerogels (ASPN) | 0.1 | $272k | 35k | 7.77 | |
| ON Semiconductor (ON) | 0.1 | $244k | 10k | 24.40 | |
| QuickLogic Corporation | 0.1 | $257k | 43k | 6.00 | |
| United Technologies Corporation | 0.1 | $225k | 1.5k | 150.00 | |
| Quanta Services (PWR) | 0.1 | $204k | 5.0k | 40.80 | |
| Covanta Holding Corporation | 0.1 | $148k | 10k | 14.80 | |
| Sunpower (SPWR) | 0.1 | $155k | 20k | 7.78 | |
| Net 1 UEPS Technologies (LSAK) | 0.0 | $112k | 30k | 3.73 | |
| Vivint Solar | 0.0 | $87k | 12k | 7.25 | |
| Orion Energy Systems (OESX) | 0.0 | $47k | 14k | 3.36 | |
| Curaleaf Holdings Inc equities (CURLF) | 0.0 | $63k | 10k | 6.30 |
