Firsthand Capital Management as of Dec. 31, 2014
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 55 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 7.9 | $14M | 170k | 79.34 | |
| Qualcomm (QCOM) | 7.6 | $13M | 175k | 74.33 | |
| Mattson Technology | 6.5 | $11M | 3.3M | 3.40 | |
| Netflix (NFLX) | 6.0 | $10M | 30k | 341.60 | |
| Apple (AAPL) | 5.0 | $8.6M | 78k | 110.37 | |
| Invensense | 5.0 | $8.5M | 520k | 16.26 | |
| ARM Holdings | 4.9 | $8.3M | 180k | 46.30 | |
| Workday Inc cl a (WDAY) | 4.8 | $8.2M | 100k | 81.61 | |
| Facebook Inc cl a (META) | 3.7 | $6.2M | 80k | 78.02 | |
| Amazon (AMZN) | 3.6 | $6.2M | 20k | 310.35 | |
| Ambarella | 3.0 | $5.1M | 100k | 50.72 | |
| Equinix | 2.7 | $4.6M | 21k | 226.75 | |
| Baidu (BIDU) | 2.7 | $4.6M | 20k | 227.95 | |
| Western Digital (WDC) | 2.6 | $4.4M | 40k | 110.70 | |
| Skyworks Solutions (SWKS) | 2.6 | $4.4M | 60k | 72.72 | |
| Palo Alto Networks (PANW) | 2.2 | $3.7M | 30k | 122.57 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $3.6M | 50k | 72.70 | |
| 2.1 | $3.6M | 100k | 35.87 | ||
| Pandora Media | 2.1 | $3.6M | 200k | 17.83 | |
| Linkedin Corp | 2.0 | $3.4M | 15k | 229.73 | |
| 1.9 | $3.2M | 6.0k | 530.67 | ||
| Google Inc Class C | 1.9 | $3.2M | 6.0k | 526.33 | |
| Akamai Technologies (AKAM) | 1.5 | $2.5M | 40k | 62.95 | |
| VMware | 1.4 | $2.5M | 30k | 82.53 | |
| Exar Corporation | 1.3 | $2.2M | 220k | 10.20 | |
| Sina | 1.2 | $2.1M | 55k | 37.38 | |
| Intevac (IVAC) | 1.2 | $2.0M | 260k | 7.77 | |
| Rackspace Hosting | 1.1 | $1.9M | 40k | 46.80 | |
| Intuit (INTU) | 1.1 | $1.8M | 20k | 92.20 | |
| Ruckus Wireless | 1.1 | $1.8M | 150k | 12.02 | |
| EMC Corporation | 0.9 | $1.5M | 50k | 29.74 | |
| VeriFone Systems | 0.9 | $1.5M | 40k | 37.20 | |
| Rocket Fuel | 0.6 | $967k | 60k | 16.12 | |
| Gogo (GOGO) | 0.5 | $827k | 50k | 16.54 | |
| Solarcity | 0.4 | $695k | 13k | 53.46 | |
| Sunpower (SPWR) | 0.4 | $670k | 26k | 25.84 | |
| Sunedison | 0.4 | $607k | 31k | 19.50 | |
| Power Integrations (POWI) | 0.3 | $559k | 11k | 51.76 | |
| Johnson Controls | 0.3 | $493k | 10k | 48.33 | |
| Cree | 0.3 | $483k | 15k | 32.20 | |
| First Solar (FSLR) | 0.3 | $446k | 10k | 44.60 | |
| Abb (ABBNY) | 0.2 | $423k | 20k | 21.15 | |
| Honeywell International (HON) | 0.2 | $408k | 4.1k | 100.00 | |
| 3M Company (MMM) | 0.2 | $378k | 2.3k | 164.35 | |
| ESCO Technologies (ESE) | 0.2 | $369k | 10k | 36.90 | |
| Covanta Holding Corporation | 0.2 | $330k | 15k | 22.00 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $330k | 11k | 29.00 | |
| Praxair | 0.2 | $311k | 2.4k | 129.58 | |
| United Technologies Corporation | 0.2 | $288k | 2.5k | 115.20 | |
| Quanta Services (PWR) | 0.2 | $284k | 10k | 28.40 | |
| Itron (ITRI) | 0.1 | $235k | 5.6k | 42.23 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $106k | 13k | 8.15 | |
| Orion Energy Systems (OESX) | 0.1 | $77k | 14k | 5.50 | |
| Yingli Green Energy Hold | 0.0 | $47k | 20k | 2.35 | |
| Metali | 0.0 | $4.0k | 12k | 0.35 |
