SiVest Group

Firsthand Capital Management as of March 31, 2014

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 53 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Twitter 21.8 $47M 1.0M 46.67
Facebook Inc cl a (META) 19.0 $41M 680k 60.24
Apple (AAPL) 5.6 $12M 23k 536.76
Gt Solar Int'l 5.5 $12M 692k 17.05
Amazon (AMZN) 3.1 $6.7M 20k 336.35
Qualcomm (QCOM) 3.1 $6.7M 85k 78.86
Google 3.1 $6.7M 6.0k 1114.50
Pandora Media 2.8 $6.1M 200k 30.32
Intevac (IVAC) 2.5 $5.4M 561k 9.70
Mattson Technology 2.1 $4.6M 2.0M 2.32
Baidu (BIDU) 2.1 $4.6M 30k 152.27
Skyworks Solutions (SWKS) 2.1 $4.5M 120k 37.52
VMware 2.0 $4.3M 40k 108.02
ARM Holdings 1.9 $4.1M 80k 50.98
Lam Research Corporation (LRCX) 1.8 $3.9M 70k 55.00
Equinix 1.7 $3.7M 20k 184.85
Sina Corp. 1.5 $3.3M 55k 60.42
Adobe Systems Incorporated (ADBE) 1.5 $3.3M 50k 65.74
Linkedin Corp 1.3 $2.8M 15k 184.93
Akamai Technologies (AKAM) 1.1 $2.3M 40k 58.20
VeriFone Systems 0.8 $1.7M 50k 33.82
Intuit (INTU) 0.7 $1.6M 20k 77.75
Exar Corporation 0.7 $1.4M 120k 11.95
Koninklijke Philips Electronics NV (PHG) 0.7 $1.4M 40k 35.15
EMC Corporation 0.6 $1.4M 50k 27.42
Palo Alto Networks (PANW) 0.6 $1.4M 20k 68.60
Rackspace Hosting 0.6 $1.3M 40k 32.82
Quanta Services (PWR) 0.6 $1.3M 35k 36.91
Abb (ABBNY) 0.6 $1.3M 49k 25.80
Solarcity 0.6 $1.3M 20k 62.60
Corning Incorporated (GLW) 0.6 $1.2M 60k 20.82
Oracle Corporation (ORCL) 0.6 $1.2M 30k 40.90
Sunedison 0.6 $1.2M 65k 18.84
Cree 0.5 $1.1M 20k 56.55
Johnson Controls 0.5 $1.1M 23k 47.33
First Solar (FSLR) 0.5 $1.0M 15k 69.80
Sma Solar Technology 0.5 $1.1M 20k 53.05
Power Integrations (POWI) 0.5 $1.0M 16k 65.76
Honeywell International (HON) 0.5 $1.0M 11k 92.78
3M Company (MMM) 0.5 $990k 7.3k 135.62
Sunpower (SPWR) 0.5 $998k 31k 32.27
Praxair 0.5 $969k 7.4k 130.95
Rockwood Holdings 0.5 $967k 13k 74.38
Gogo (GOGO) 0.3 $616k 30k 20.53
Telefonaktiebolaget LM Ericsson (ERIC) 0.2 $533k 40k 13.32
Covanta Holding Corporation 0.2 $361k 20k 18.05
ESCO Technologies (ESE) 0.2 $352k 10k 35.20
United Technologies Corporation 0.1 $292k 2.5k 116.80
JinkoSolar Holding (JKS) 0.1 $224k 8.0k 28.00
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $132k 13k 10.15
Orion Energy Systems (OESX) 0.1 $102k 14k 7.29
Yingli Green Energy Hold 0.0 $87k 20k 4.35
Metali 0.0 $19k 12k 1.65