Firsthand Capital Management as of Dec. 31, 2015
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 53 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mattson Technology | 10.3 | $13M | 3.8M | 3.53 | |
| Sunrun (RUN) | 6.1 | $7.9M | 675k | 11.77 | |
| Invensense | 5.5 | $7.2M | 700k | 10.23 | |
| Facebook Inc cl a (META) | 4.8 | $6.3M | 60k | 104.67 | |
| Apple (AAPL) | 4.7 | $6.1M | 58k | 105.25 | |
| Arista Networks (ANET) | 4.5 | $5.8M | 75k | 77.84 | |
| Lam Research Corporation (LRCX) | 4.0 | $5.2M | 65k | 79.42 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $4.6M | 6.0k | 758.81 | |
| Equinix (EQIX) | 3.5 | $4.5M | 15k | 302.39 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $4.2M | 45k | 93.93 | |
| Netflix (NFLX) | 3.1 | $4.0M | 35k | 114.37 | |
| Skyworks Solutions (SWKS) | 3.0 | $3.8M | 50k | 76.84 | |
| Baidu (BIDU) | 2.9 | $3.8M | 20k | 189.05 | |
| Qualcomm (QCOM) | 2.9 | $3.7M | 75k | 49.99 | |
| ARM Holdings | 2.8 | $3.6M | 80k | 45.24 | |
| Palo Alto Networks (PANW) | 2.7 | $3.5M | 20k | 176.15 | |
| Amazon (AMZN) | 2.6 | $3.4M | 5.0k | 675.80 | |
| Linkedin Corp | 2.6 | $3.4M | 15k | 225.07 | |
| Workday Inc cl a (WDAY) | 2.5 | $3.2M | 40k | 79.68 | |
| Ambarella | 2.1 | $2.8M | 50k | 55.74 | |
| Sina | 2.1 | $2.7M | 55k | 49.40 | |
| Pandora Media | 2.1 | $2.7M | 200k | 13.41 | |
| 1.8 | $2.3M | 100k | 23.14 | ||
| Rocket Fuel | 1.8 | $2.3M | 660k | 3.49 | |
| Akamai Technologies (AKAM) | 1.6 | $2.1M | 40k | 52.62 | |
| Intuit (INTU) | 1.5 | $1.9M | 20k | 96.50 | |
| VMware | 1.3 | $1.7M | 30k | 56.57 | |
| Exar Corporation | 1.3 | $1.7M | 270k | 6.13 | |
| Ruckus Wireless | 1.2 | $1.6M | 150k | 10.71 | |
| Intevac (IVAC) | 0.9 | $1.2M | 260k | 4.71 | |
| Rackspace Hosting | 0.8 | $1.0M | 40k | 25.32 | |
| Gogo (GOGO) | 0.7 | $890k | 50k | 17.80 | |
| Yelp Inc cl a (YELP) | 0.7 | $864k | 30k | 28.80 | |
| VeriFone Systems | 0.7 | $841k | 30k | 28.03 | |
| First Solar (FSLR) | 0.5 | $660k | 10k | 66.00 | |
| Sunpower (SPWR) | 0.5 | $598k | 20k | 30.00 | |
| Solarcity | 0.4 | $536k | 11k | 51.05 | |
| Power Integrations (POWI) | 0.4 | $477k | 9.8k | 48.68 | |
| Cree | 0.3 | $400k | 15k | 26.67 | |
| Abb (ABBNY) | 0.2 | $319k | 18k | 17.72 | |
| Johnson Controls | 0.2 | $284k | 7.2k | 39.44 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $290k | 11k | 25.49 | |
| 3M Company (MMM) | 0.2 | $271k | 1.8k | 150.56 | |
| Praxair | 0.2 | $246k | 2.4k | 102.50 | |
| Honeywell International (HON) | 0.2 | $215k | 2.1k | 103.37 | |
| Itron (ITRI) | 0.2 | $201k | 5.6k | 36.12 | |
| Quanta Services (PWR) | 0.2 | $203k | 10k | 20.30 | |
| Aspen Aerogels (ASPN) | 0.1 | $182k | 30k | 6.07 | |
| Covanta Holding Corporation | 0.1 | $155k | 10k | 15.50 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $126k | 13k | 9.69 | |
| Vivint Solar | 0.1 | $115k | 12k | 9.58 | |
| Sunedison | 0.1 | $108k | 21k | 5.11 | |
| Orion Energy Systems (OESX) | 0.0 | $30k | 14k | 2.14 |
