Firsthand Capital Management as of March 31, 2013
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 36 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Facebook Inc cl a (META) | 15.5 | $16M | 640k | 25.58 | |
Apple (AAPL) | 10.3 | $11M | 25k | 442.65 | |
Amazon (AMZN) | 10.1 | $11M | 40k | 266.50 | |
9.8 | $10M | 13k | 794.15 | ||
Solarcity | 7.8 | $8.2M | 436k | 18.88 | |
Qualcomm (QCOM) | 5.4 | $5.7M | 85k | 66.94 | |
ARM Holdings | 4.2 | $4.4M | 105k | 42.37 | |
Equinix | 4.1 | $4.3M | 20k | 216.30 | |
VMware | 3.0 | $3.2M | 40k | 78.88 | |
Baidu (BIDU) | 2.9 | $3.1M | 35k | 87.71 | |
Sina Corp. | 2.8 | $2.9M | 60k | 48.58 | |
Akamai Technologies (AKAM) | 2.7 | $2.8M | 80k | 35.32 | |
Intevac (IVAC) | 2.5 | $2.6M | 561k | 4.72 | |
Skyworks Solutions (SWKS) | 2.5 | $2.6M | 120k | 22.02 | |
VeriFone Systems | 2.0 | $2.1M | 100k | 20.68 | |
Rackspace Hosting | 1.9 | $2.0M | 40k | 50.48 | |
Netflix (NFLX) | 1.8 | $1.9M | 10k | 189.30 | |
Intuit (INTU) | 1.2 | $1.3M | 20k | 65.65 | |
Yandex Nv-a (YNDX) | 1.2 | $1.3M | 55k | 23.15 | |
Vimpel | 1.1 | $1.2M | 100k | 11.89 | |
EMC Corporation | 1.1 | $1.2M | 50k | 23.90 | |
Riverbed Technology | 1.1 | $1.2M | 80k | 14.92 | |
Exar Corporation | 1.1 | $1.1M | 105k | 10.50 | |
Oracle Corporation (ORCL) | 0.9 | $970k | 30k | 32.33 | |
Linkedin Corp | 0.8 | $880k | 5.0k | 176.00 | |
Corning Incorporated (GLW) | 0.6 | $659k | 50k | 13.32 | |
Palo Alto Networks (PANW) | 0.5 | $566k | 10k | 56.60 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.5 | $504k | 40k | 12.60 | |
Sunpower (SPWR) | 0.1 | $125k | 11k | 11.44 | |
Gt Solar Int'l | 0.1 | $105k | 32k | 3.29 | |
MEMC Electronic Materials | 0.1 | $84k | 19k | 4.39 | |
Power-One | 0.1 | $65k | 16k | 4.14 | |
Yingli Green Energy Hold | 0.0 | $38k | 20k | 1.90 | |
Ja Solar Holdings Co Ltd spon adr rep5ord | 0.0 | $47k | 13k | 3.62 | |
Orion Energy Systems (OESX) | 0.0 | $35k | 14k | 2.50 | |
Metali | 0.0 | $19k | 12k | 1.65 |