Firsthand Capital Management as of March 31, 2012
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 55 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.0 | $12M | 21k | 599.56 | |
| Microsoft Corporation (MSFT) | 6.5 | $6.1M | 190k | 32.25 | |
| 5.8 | $5.5M | 8.5k | 641.29 | ||
| Baidu (BIDU) | 5.4 | $5.1M | 35k | 145.77 | |
| Intevac (IVAC) | 5.1 | $4.8M | 563k | 8.50 | |
| VMware | 4.8 | $4.5M | 40k | 112.38 | |
| Amazon (AMZN) | 4.3 | $4.1M | 20k | 202.50 | |
| Sina Corp. | 4.1 | $3.9M | 60k | 65.00 | |
| Skyworks Solutions (SWKS) | 3.5 | $3.3M | 120k | 27.65 | |
| Equinix | 3.3 | $3.1M | 20k | 157.45 | |
| Motorola Mobility Holdings | 3.3 | $3.1M | 80k | 39.24 | |
| Yandex Nv-a (YNDX) | 3.3 | $3.1M | 115k | 26.87 | |
| ARM Holdings | 3.1 | $3.0M | 105k | 28.29 | |
| Akamai Technologies (AKAM) | 3.1 | $2.9M | 80k | 36.70 | |
| NVIDIA Corporation (NVDA) | 3.1 | $2.9M | 190k | 15.39 | |
| Nokia Corporation (NOK) | 2.9 | $2.7M | 500k | 5.49 | |
| Qualcomm (QCOM) | 2.9 | $2.7M | 40k | 68.05 | |
| VeriFone Systems | 2.7 | $2.6M | 50k | 51.88 | |
| Rackspace Hosting | 2.5 | $2.3M | 40k | 57.80 | |
| Riverbed Technology | 2.4 | $2.2M | 80k | 28.08 | |
| Ciena Corporation (CIEN) | 2.0 | $1.9M | 120k | 16.19 | |
| Vimpel | 1.8 | $1.7M | 150k | 11.16 | |
| Intel Corporation (INTC) | 1.2 | $1.1M | 40k | 28.12 | |
| SanDisk Corporation | 1.1 | $992k | 20k | 49.60 | |
| Symantec Corporation | 1.0 | $935k | 50k | 18.70 | |
| Cisco Systems (CSCO) | 0.9 | $846k | 40k | 21.15 | |
| Corning Incorporated (GLW) | 0.7 | $696k | 50k | 14.07 | |
| Oracle Corporation (ORCL) | 0.6 | $583k | 20k | 29.15 | |
| Asml Holding Nv Adr depository receipts | 0.5 | $501k | 10k | 50.10 | |
| Barclays Bk Plc ipth s^p vix | 0.5 | $503k | 30k | 16.77 | |
| LG Display (LPL) | 0.5 | $471k | 40k | 11.78 | |
| Anntaylor Stores corp | 0.5 | $470k | 2.0k | 235.00 | |
| MEMC Electronic Materials | 0.5 | $430k | 119k | 3.61 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.4 | $412k | 40k | 10.30 | |
| Anntaylor Stores corp | 0.4 | $414k | 4.0k | 103.50 | |
| Applied Materials (AMAT) | 0.4 | $373k | 30k | 12.43 | |
| Gt Solar Int'l | 0.3 | $264k | 32k | 8.28 | |
| Ada-es | 0.2 | $229k | 9.4k | 24.36 | |
| Power Integrations (POWI) | 0.2 | $215k | 5.8k | 37.08 | |
| Honeywell International (HON) | 0.2 | $219k | 3.6k | 61.17 | |
| Anntaylor Stores corp | 0.1 | $125k | 800.00 | 156.25 | |
| JA Solar Holdings | 0.1 | $101k | 65k | 1.55 | |
| Trina Solar | 0.1 | $104k | 15k | 7.12 | |
| Sunpower (SPWR) | 0.1 | $102k | 16k | 6.40 | |
| Echelon Corporation | 0.1 | $86k | 20k | 4.41 | |
| Yingli Green Energy Hold | 0.1 | $72k | 20k | 3.60 | |
| Power-One | 0.1 | $71k | 16k | 4.52 | |
| Hanwha Solarone | 0.1 | $65k | 50k | 1.29 | |
| Metali | 0.1 | $49k | 12k | 4.26 | |
| A123 Systems | 0.0 | $34k | 30k | 1.13 | |
| Orion Energy Systems (OESX) | 0.0 | $33k | 14k | 2.36 | |
| Anntaylor Stores corp | 0.0 | $26k | 1.5k | 17.33 | |
| Albemarle corp | 0.0 | $13k | 5.0k | 2.60 | |
| Anntaylor Stores corp | 0.0 | $12k | 100.00 | 120.00 | |
| Anntaylor Stores corp | 0.0 | $5.0k | 600.00 | 8.33 |
