Firsthand Capital Management as of Dec. 31, 2012
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 39 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Facebook Inc cl a (META) | 16.1 | $17M | 640k | 26.62 | |
Apple (AAPL) | 12.3 | $13M | 25k | 532.16 | |
Amazon (AMZN) | 9.5 | $10M | 40k | 250.88 | |
8.7 | $9.2M | 13k | 707.38 | ||
Solarcity | 6.9 | $7.3M | 426k | 17.22 | |
Qualcomm (QCOM) | 5.0 | $5.3M | 85k | 61.86 | |
Equinix | 3.9 | $4.1M | 20k | 206.20 | |
ARM Holdings | 3.8 | $4.0M | 105k | 37.83 | |
VMware | 3.6 | $3.8M | 40k | 94.15 | |
Baidu (BIDU) | 3.3 | $3.5M | 35k | 100.29 | |
Akamai Technologies (AKAM) | 3.1 | $3.3M | 80k | 40.91 | |
Sina Corp. | 2.9 | $3.0M | 60k | 50.22 | |
Rackspace Hosting | 2.8 | $3.0M | 40k | 74.28 | |
Intevac (IVAC) | 2.4 | $2.6M | 561k | 4.57 | |
Yandex Nv-a (YNDX) | 2.3 | $2.5M | 115k | 21.54 | |
Skyworks Solutions (SWKS) | 2.3 | $2.4M | 120k | 20.30 | |
Riverbed Technology | 1.5 | $1.6M | 80k | 19.72 | |
VeriFone Systems | 1.4 | $1.5M | 50k | 29.68 | |
Intuit (INTU) | 1.1 | $1.2M | 20k | 59.50 | |
3D Systems Corporation (DDD) | 1.0 | $1.1M | 20k | 53.35 | |
Vimpel | 1.0 | $1.0M | 100k | 10.49 | |
Oracle Corporation (ORCL) | 0.9 | $1000k | 30k | 33.33 | |
Symantec Corporation | 0.9 | $941k | 50k | 18.82 | |
Exar Corporation | 0.9 | $935k | 105k | 8.90 | |
Corning Incorporated (GLW) | 0.6 | $624k | 50k | 12.62 | |
Palo Alto Networks (PANW) | 0.5 | $535k | 10k | 53.50 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.4 | $404k | 40k | 10.10 | |
Applied Materials (AMAT) | 0.3 | $343k | 30k | 11.43 | |
Barclays Bk Plc ipth s^p vix | 0.2 | $239k | 7.5k | 31.87 | |
Gt Solar Int'l | 0.1 | $97k | 32k | 3.04 | |
Sunpower (SPWR) | 0.1 | $90k | 16k | 5.65 | |
MEMC Electronic Materials | 0.1 | $61k | 19k | 3.19 | |
Power-One | 0.1 | $64k | 16k | 4.08 | |
JA Solar Holdings | 0.1 | $56k | 13k | 4.31 | |
Hanwha Solarone | 0.1 | $51k | 50k | 1.01 | |
Yingli Green Energy Hold | 0.0 | $47k | 20k | 2.35 | |
Metali | 0.0 | $23k | 12k | 2.00 | |
Orion Energy Systems (OESX) | 0.0 | $23k | 14k | 1.64 | |
Anntaylor Stores corp | 0.0 | $0 | 2.0k | 0.00 |