Firsthand Capital Management as of Sept. 30, 2014
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 57 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 32.9 | $58M | 1.1M | 51.58 | ||
| Mattson Technology | 4.6 | $8.1M | 3.3M | 2.47 | |
| Apple (AAPL) | 4.4 | $7.8M | 78k | 100.75 | |
| Amazon (AMZN) | 3.7 | $6.4M | 20k | 322.45 | |
| Facebook Inc cl a (META) | 3.6 | $6.3M | 80k | 79.04 | |
| Qualcomm (QCOM) | 3.2 | $5.6M | 75k | 74.77 | |
| Lam Research Corporation (LRCX) | 3.0 | $5.2M | 70k | 74.70 | |
| Pandora Media | 2.8 | $4.8M | 200k | 24.16 | |
| Ambarella | 2.5 | $4.4M | 100k | 43.67 | |
| Baidu (BIDU) | 2.5 | $4.4M | 20k | 218.25 | |
| Equinix | 2.4 | $4.3M | 20k | 212.50 | |
| 2.0 | $3.5M | 6.0k | 588.33 | ||
| ARM Holdings | 2.0 | $3.5M | 80k | 43.69 | |
| Skyworks Solutions (SWKS) | 2.0 | $3.5M | 60k | 58.05 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $3.5M | 50k | 69.20 | |
| Google Inc Class C | 2.0 | $3.5M | 6.0k | 577.33 | |
| Linkedin Corp | 1.8 | $3.1M | 15k | 207.80 | |
| Intevac (IVAC) | 1.6 | $2.8M | 424k | 6.67 | |
| VMware | 1.6 | $2.8M | 30k | 93.83 | |
| Akamai Technologies (AKAM) | 1.4 | $2.4M | 40k | 59.80 | |
| Invensense | 1.4 | $2.4M | 120k | 19.73 | |
| Sina | 1.3 | $2.3M | 55k | 41.15 | |
| Ruckus Wireless | 1.1 | $2.0M | 150k | 13.36 | |
| Exar Corporation | 1.1 | $2.0M | 220k | 8.95 | |
| Palo Alto Networks (PANW) | 1.1 | $2.0M | 20k | 98.10 | |
| Intuit (INTU) | 1.0 | $1.8M | 20k | 87.65 | |
| EMC Corporation | 0.8 | $1.5M | 50k | 29.26 | |
| VeriFone Systems | 0.8 | $1.4M | 40k | 34.38 | |
| Rackspace Hosting | 0.7 | $1.3M | 40k | 32.55 | |
| Gt Solar Int'l | 0.7 | $1.2M | 107k | 10.83 | |
| Rockwood Holdings | 0.6 | $994k | 13k | 76.46 | |
| First Solar (FSLR) | 0.6 | $987k | 15k | 65.80 | |
| Sunedison | 0.5 | $946k | 50k | 18.87 | |
| Rocket Fuel | 0.5 | $948k | 60k | 15.80 | |
| Solarcity | 0.5 | $894k | 15k | 59.60 | |
| Sunpower (SPWR) | 0.5 | $879k | 26k | 33.90 | |
| Power Integrations (POWI) | 0.5 | $852k | 16k | 53.93 | |
| Gogo (GOGO) | 0.5 | $843k | 50k | 16.86 | |
| Cree | 0.5 | $819k | 20k | 40.95 | |
| Praxair | 0.4 | $697k | 5.4k | 129.07 | |
| Johnson Controls | 0.4 | $669k | 15k | 44.01 | |
| Abb (ABBNY) | 0.4 | $650k | 29k | 22.41 | |
| Honeywell International (HON) | 0.3 | $566k | 6.1k | 93.09 | |
| Sma Solar Technology | 0.3 | $528k | 20k | 26.40 | |
| 3M Company (MMM) | 0.3 | $468k | 3.3k | 141.82 | |
| Covanta Holding Corporation | 0.2 | $424k | 20k | 21.20 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $361k | 11k | 31.73 | |
| Quanta Services (PWR) | 0.2 | $363k | 10k | 36.30 | |
| ESCO Technologies (ESE) | 0.2 | $348k | 10k | 34.80 | |
| United Technologies Corporation | 0.1 | $264k | 2.5k | 105.60 | |
| JinkoSolar Holding (JKS) | 0.1 | $220k | 8.0k | 27.50 | |
| Itron (ITRI) | 0.1 | $219k | 5.6k | 39.35 | |
| Icad (ICAD) | 0.1 | $197k | 20k | 9.85 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $120k | 13k | 9.23 | |
| Yingli Green Energy Hold | 0.0 | $62k | 20k | 3.10 | |
| Orion Energy Systems (OESX) | 0.0 | $75k | 14k | 5.36 | |
| Metali | 0.0 | $13k | 12k | 1.13 |
