Firsthand Capital Management as of June 30, 2014
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 57 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 21.4 | $46M | 1.1M | 40.97 | ||
| Facebook Inc cl a (META) | 21.3 | $46M | 680k | 67.29 | |
| Gt Solar Int'l | 5.3 | $11M | 607k | 18.60 | |
| Apple (AAPL) | 3.8 | $8.1M | 88k | 92.93 | |
| Mattson Technology | 3.4 | $7.2M | 3.3M | 2.19 | |
| Amazon (AMZN) | 3.0 | $6.5M | 20k | 324.80 | |
| Qualcomm (QCOM) | 2.8 | $5.9M | 75k | 79.20 | |
| Pandora Media | 2.8 | $5.9M | 200k | 29.50 | |
| Lam Research Corporation (LRCX) | 2.2 | $4.7M | 70k | 67.59 | |
| Intevac (IVAC) | 2.1 | $4.5M | 561k | 8.01 | |
| Equinix | 2.0 | $4.2M | 20k | 210.10 | |
| VMware | 1.8 | $3.9M | 40k | 96.80 | |
| Baidu (BIDU) | 1.7 | $3.7M | 20k | 186.80 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $3.6M | 50k | 72.36 | |
| ARM Holdings | 1.7 | $3.6M | 80k | 45.24 | |
| 1.6 | $3.5M | 6.0k | 584.67 | ||
| Google Inc Class C | 1.6 | $3.5M | 6.0k | 575.33 | |
| Ambarella | 1.4 | $3.1M | 100k | 31.18 | |
| Skyworks Solutions (SWKS) | 1.3 | $2.8M | 60k | 46.97 | |
| Sina | 1.3 | $2.7M | 55k | 49.76 | |
| Linkedin Corp | 1.2 | $2.6M | 15k | 171.47 | |
| Exar Corporation | 1.2 | $2.5M | 220k | 11.30 | |
| Akamai Technologies (AKAM) | 1.1 | $2.4M | 40k | 61.05 | |
| Rocket Fuel | 0.9 | $1.9M | 60k | 31.08 | |
| Ruckus Wireless | 0.8 | $1.8M | 150k | 11.91 | |
| Palo Alto Networks (PANW) | 0.8 | $1.7M | 20k | 83.85 | |
| Intuit (INTU) | 0.8 | $1.6M | 20k | 80.55 | |
| VeriFone Systems | 0.7 | $1.5M | 40k | 36.75 | |
| Rackspace Hosting | 0.6 | $1.3M | 40k | 33.65 | |
| EMC Corporation | 0.6 | $1.3M | 50k | 26.34 | |
| Sunedison | 0.5 | $1.1M | 50k | 22.60 | |
| First Solar (FSLR) | 0.5 | $1.1M | 15k | 71.07 | |
| Sunpower (SPWR) | 0.5 | $1.1M | 26k | 40.99 | |
| Solarcity | 0.5 | $1.1M | 15k | 70.60 | |
| Cree | 0.5 | $999k | 20k | 49.95 | |
| Rockwood Holdings | 0.5 | $988k | 13k | 76.00 | |
| Gogo (GOGO) | 0.5 | $978k | 50k | 19.56 | |
| Power Integrations (POWI) | 0.4 | $909k | 16k | 57.54 | |
| Johnson Controls | 0.3 | $759k | 15k | 49.93 | |
| Sma Solar Technology | 0.3 | $752k | 20k | 37.60 | |
| Praxair | 0.3 | $717k | 5.4k | 132.78 | |
| Abb (ABBNY) | 0.3 | $668k | 29k | 23.03 | |
| Honeywell International (HON) | 0.3 | $565k | 6.1k | 92.93 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.2 | $483k | 40k | 12.08 | |
| 3M Company (MMM) | 0.2 | $473k | 3.3k | 143.33 | |
| Covanta Holding Corporation | 0.2 | $412k | 20k | 20.60 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $361k | 11k | 31.73 | |
| Quanta Services (PWR) | 0.2 | $346k | 10k | 34.60 | |
| ESCO Technologies (ESE) | 0.2 | $346k | 10k | 34.60 | |
| United Technologies Corporation | 0.1 | $289k | 2.5k | 115.60 | |
| Itron (ITRI) | 0.1 | $226k | 5.6k | 40.61 | |
| JinkoSolar Holding (JKS) | 0.1 | $241k | 8.0k | 30.12 | |
| Corning Incorporated (GLW) | 0.1 | $208k | 9.5k | 21.99 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $141k | 13k | 10.85 | |
| Yingli Green Energy Hold | 0.0 | $75k | 20k | 3.75 | |
| Orion Energy Systems (OESX) | 0.0 | $57k | 14k | 4.07 | |
| Metali | 0.0 | $14k | 12k | 1.22 |
