Firsthand Capital Management as of June 30, 2015
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 55 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mattson Technology | 8.0 | $13M | 3.8M | 3.35 | |
| Invensense | 7.6 | $12M | 800k | 15.10 | |
| Qualcomm (QCOM) | 6.9 | $11M | 175k | 62.63 | |
| 4.6 | $7.2M | 200k | 36.22 | ||
| Apple (AAPL) | 4.5 | $7.2M | 58k | 125.43 | |
| Facebook Inc cl a (META) | 3.8 | $6.0M | 70k | 85.77 | |
| Arista Networks (ANET) | 3.6 | $5.7M | 70k | 81.74 | |
| Lam Research Corporation (LRCX) | 3.6 | $5.7M | 70k | 81.36 | |
| Rocket Fuel | 3.4 | $5.4M | 660k | 8.20 | |
| Palo Alto Networks (PANW) | 3.3 | $5.2M | 30k | 174.70 | |
| Skyworks Solutions (SWKS) | 3.3 | $5.2M | 50k | 104.10 | |
| Equinix (EQIX) | 3.3 | $5.2M | 21k | 254.01 | |
| Ambarella | 3.2 | $5.1M | 50k | 102.70 | |
| Amazon (AMZN) | 2.7 | $4.3M | 10k | 434.10 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $4.1M | 50k | 81.02 | |
| Baidu (BIDU) | 2.5 | $4.0M | 20k | 199.10 | |
| ARM Holdings | 2.5 | $3.9M | 80k | 49.28 | |
| Netflix (NFLX) | 2.1 | $3.3M | 5.0k | 657.00 | |
| 2.0 | $3.2M | 6.0k | 540.00 | ||
| Western Digital (WDC) | 2.0 | $3.1M | 40k | 78.42 | |
| Google Inc Class C | 2.0 | $3.1M | 6.0k | 520.45 | |
| Linkedin Corp | 2.0 | $3.1M | 15k | 206.60 | |
| Pandora Media | 2.0 | $3.1M | 200k | 15.54 | |
| Sina | 1.9 | $2.9M | 55k | 53.56 | |
| Akamai Technologies (AKAM) | 1.8 | $2.8M | 40k | 69.82 | |
| Exar Corporation | 1.7 | $2.6M | 270k | 9.78 | |
| VMware | 1.6 | $2.6M | 30k | 85.73 | |
| Workday Inc cl a (WDAY) | 1.4 | $2.3M | 30k | 76.40 | |
| Intuit (INTU) | 1.3 | $2.0M | 20k | 100.75 | |
| Ruckus Wireless | 1.0 | $1.6M | 150k | 10.34 | |
| Intevac (IVAC) | 1.0 | $1.5M | 260k | 5.85 | |
| Rackspace Hosting | 0.9 | $1.5M | 40k | 37.20 | |
| VeriFone Systems | 0.9 | $1.4M | 40k | 33.95 | |
| Yelp Inc cl a (YELP) | 0.8 | $1.3M | 30k | 43.03 | |
| Gogo (GOGO) | 0.7 | $1.1M | 50k | 21.44 | |
| Sunedison | 0.4 | $632k | 21k | 29.91 | |
| Sunpower (SPWR) | 0.4 | $566k | 20k | 28.40 | |
| Solarcity | 0.3 | $562k | 11k | 53.52 | |
| First Solar (FSLR) | 0.3 | $470k | 10k | 47.00 | |
| Power Integrations (POWI) | 0.3 | $443k | 9.8k | 45.21 | |
| Cree | 0.2 | $390k | 15k | 26.00 | |
| Abb (ABBNY) | 0.2 | $376k | 18k | 20.89 | |
| Johnson Controls | 0.2 | $357k | 7.2k | 49.58 | |
| 3M Company (MMM) | 0.2 | $278k | 1.8k | 154.44 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $290k | 11k | 25.49 | |
| Praxair | 0.2 | $287k | 2.4k | 119.58 | |
| Quanta Services (PWR) | 0.2 | $288k | 10k | 28.80 | |
| Covanta Holding Corporation | 0.1 | $212k | 10k | 21.20 | |
| Honeywell International (HON) | 0.1 | $212k | 2.1k | 101.92 | |
| Aspen Aerogels (ASPN) | 0.1 | $199k | 30k | 6.63 | |
| Vivint Solar | 0.1 | $146k | 12k | 12.17 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $111k | 13k | 8.54 | |
| Yingli Green Energy Hold | 0.0 | $25k | 20k | 1.25 | |
| Orion Energy Systems (OESX) | 0.0 | $35k | 14k | 2.50 | |
| Metali | 0.0 | $6.0k | 12k | 0.52 |
