Firsthand Capital Management as of Dec. 31, 2013
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 53 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 31.7 | $64M | 1.0M | 63.65 | ||
| Facebook Inc cl a (META) | 18.4 | $37M | 680k | 54.65 | |
| Apple (AAPL) | 6.2 | $13M | 23k | 561.02 | |
| Amazon (AMZN) | 4.0 | $8.0M | 20k | 398.80 | |
| 3.3 | $6.7M | 6.0k | 1120.67 | ||
| Qualcomm (QCOM) | 3.1 | $6.3M | 85k | 74.25 | |
| Gt Solar Int'l | 3.0 | $6.0M | 692k | 8.72 | |
| Baidu (BIDU) | 2.6 | $5.3M | 30k | 177.87 | |
| Pandora Media | 2.6 | $5.3M | 200k | 26.60 | |
| Sina Corp. | 2.3 | $4.6M | 55k | 84.25 | |
| ARM Holdings | 2.2 | $4.4M | 80k | 54.72 | |
| Intevac (IVAC) | 2.1 | $4.2M | 561k | 7.43 | |
| VMware | 1.8 | $3.6M | 40k | 89.70 | |
| Equinix | 1.8 | $3.5M | 20k | 177.45 | |
| Skyworks Solutions (SWKS) | 1.7 | $3.4M | 120k | 28.56 | |
| Lam Research Corporation (LRCX) | 1.4 | $2.7M | 50k | 54.46 | |
| Akamai Technologies (AKAM) | 0.9 | $1.9M | 40k | 47.18 | |
| Rackspace Hosting | 0.8 | $1.6M | 40k | 39.12 | |
| Intuit (INTU) | 0.8 | $1.5M | 20k | 76.30 | |
| VeriFone Systems | 0.7 | $1.3M | 50k | 26.82 | |
| Exar Corporation | 0.6 | $1.3M | 110k | 11.79 | |
| EMC Corporation | 0.6 | $1.3M | 50k | 25.16 | |
| Mattson Technology | 0.6 | $1.2M | 432k | 2.74 | |
| Oracle Corporation (ORCL) | 0.6 | $1.1M | 30k | 38.27 | |
| Linkedin Corp | 0.5 | $1.1M | 5.0k | 216.80 | |
| Corning Incorporated (GLW) | 0.5 | $1.1M | 60k | 17.83 | |
| Power Integrations (POWI) | 0.4 | $882k | 16k | 55.83 | |
| Abb (ABBNY) | 0.4 | $770k | 29k | 26.55 | |
| Quanta Services (PWR) | 0.3 | $631k | 20k | 31.55 | |
| Cree | 0.3 | $625k | 10k | 62.50 | |
| Sma Solar Technology | 0.3 | $632k | 20k | 31.60 | |
| Rockwood Holdings | 0.3 | $575k | 8.0k | 71.88 | |
| Palo Alto Networks (PANW) | 0.3 | $575k | 10k | 57.50 | |
| Solarcity | 0.3 | $568k | 10k | 56.80 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.2 | $490k | 40k | 12.25 | |
| 3M Company (MMM) | 0.2 | $463k | 3.3k | 140.30 | |
| Sunedison | 0.2 | $458k | 35k | 13.04 | |
| Praxair | 0.2 | $442k | 3.4k | 130.00 | |
| Johnson Controls | 0.2 | $421k | 8.2k | 51.34 | |
| Covanta Holding Corporation | 0.2 | $355k | 20k | 17.75 | |
| ESCO Technologies (ESE) | 0.2 | $343k | 10k | 34.30 | |
| Sunpower (SPWR) | 0.2 | $326k | 11k | 29.82 | |
| Honeywell International (HON) | 0.1 | $281k | 3.1k | 91.23 | |
| United Technologies Corporation | 0.1 | $285k | 2.5k | 114.00 | |
| First Solar (FSLR) | 0.1 | $273k | 5.0k | 54.60 | |
| JinkoSolar Holding (JKS) | 0.1 | $234k | 8.0k | 29.25 | |
| Gogo (GOGO) | 0.1 | $248k | 10k | 24.80 | |
| Itron (ITRI) | 0.1 | $231k | 5.6k | 41.51 | |
| Yandex Nv-a (YNDX) | 0.1 | $216k | 5.0k | 43.20 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $119k | 13k | 9.15 | |
| Yingli Green Energy Hold | 0.1 | $101k | 20k | 5.05 | |
| Orion Energy Systems (OESX) | 0.1 | $95k | 14k | 6.79 | |
| Metali | 0.0 | $24k | 12k | 2.09 |
