Firsthand Capital Management as of Dec. 31, 2016
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 45 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Inc cl a (NTNX) | 13.2 | $12M | 460k | 26.56 | |
| Arista Networks (ANET) | 7.8 | $7.3M | 75k | 96.73 | |
| Facebook Inc cl a (META) | 7.5 | $7.0M | 60k | 116.35 | |
| Invensense | 6.2 | $5.8M | 450k | 12.81 | |
| Netflix (NFLX) | 4.7 | $4.4M | 35k | 125.34 | |
| Alphabet Inc Class C cs (GOOG) | 4.7 | $4.3M | 5.5k | 782.81 | |
| Amazon (AMZN) | 4.1 | $3.8M | 5.0k | 765.20 | |
| Sunrun (RUN) | 3.9 | $3.6M | 680k | 5.33 | |
| Equinix (EQIX) | 3.9 | $3.6M | 10k | 357.14 | |
| Alibaba Group Holding (BABA) | 3.8 | $3.5M | 40k | 87.32 | |
| Exar Corporation | 3.2 | $3.0M | 270k | 11.02 | |
| Workday Inc cl a (WDAY) | 2.9 | $2.7M | 40k | 67.05 | |
| Pandora Media | 2.8 | $2.6M | 200k | 13.03 | |
| Baidu (BIDU) | 2.7 | $2.5M | 15k | 166.53 | |
| Palo Alto Networks (PANW) | 2.7 | $2.5M | 20k | 125.15 | |
| Tesla Motors (TSLA) | 2.6 | $2.4M | 11k | 214.70 | |
| SPDR Barclays Capital 1-3 Month T- | 2.6 | $2.4M | 52k | 45.71 | |
| iShares Lehman Short Treasury Bond (SHV) | 2.6 | $2.4M | 22k | 110.33 | |
| Ambarella (AMBA) | 2.3 | $2.2M | 40k | 54.28 | |
| 1.8 | $1.6M | 100k | 16.39 | ||
| Adobe Systems Incorporated (ADBE) | 1.7 | $1.6M | 15k | 103.67 | |
| Intevac (IVAC) | 1.6 | $1.5M | 180k | 8.35 | |
| Pure Storage Inc - Class A (PSTG) | 1.4 | $1.3M | 114k | 11.26 | |
| Paypal Holdings (PYPL) | 1.3 | $1.2M | 30k | 39.97 | |
| Rocket Fuel | 1.2 | $1.1M | 660k | 1.71 | |
| Sina Corporation | 1.0 | $932k | 15k | 62.13 | |
| VMware | 0.8 | $791k | 10k | 79.10 | |
| Fitbit | 0.8 | $740k | 100k | 7.40 | |
| Apple (AAPL) | 0.6 | $525k | 4.5k | 116.67 | |
| Gogo (GOGO) | 0.5 | $466k | 50k | 9.32 | |
| Power Integrations (POWI) | 0.4 | $398k | 5.8k | 68.63 | |
| QuickLogic Corporation | 0.4 | $373k | 270k | 1.38 | |
| Itron (ITRI) | 0.4 | $355k | 5.6k | 63.79 | |
| Cree | 0.3 | $270k | 10k | 27.00 | |
| Terraform Power | 0.3 | $259k | 20k | 12.95 | |
| Honeywell International (HON) | 0.3 | $241k | 2.1k | 115.87 | |
| First Solar (FSLR) | 0.2 | $228k | 7.0k | 32.57 | |
| Covanta Holding Corporation | 0.2 | $154k | 10k | 15.40 | |
| Sunpower (SPWR) | 0.1 | $135k | 20k | 6.77 | |
| Aspen Aerogels (ASPN) | 0.1 | $140k | 35k | 4.00 | |
| Solaredge Technologies (SEDG) | 0.1 | $135k | 11k | 12.27 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $62k | 13k | 4.77 | |
| Orion Energy Systems (OESX) | 0.0 | $30k | 14k | 2.14 | |
| Vivint Solar | 0.0 | $32k | 12k | 2.67 | |
| Sunedison | 0.0 | $7.0k | 21k | 0.33 |
