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 |
---|---|---|---|---|---|
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 | |
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 |