SiVest Group

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
Google 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