Firsthand Capital Management as of March 31, 2016
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 53 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mattson Technology | 9.1 | $11M | 2.9M | 3.65 | |
| iShares Lehman Short Treasury Bond (SHV) | 6.9 | $8.0M | 72k | 110.36 | |
| Facebook Inc cl a (META) | 5.9 | $6.8M | 60k | 114.10 | |
| Invensense | 5.8 | $6.7M | 800k | 8.40 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 4.8 | $5.6M | 55k | 100.82 | |
| SPDR Barclays Capital 1-3 Month T- | 4.3 | $5.0M | 110k | 45.69 | |
| Apple (AAPL) | 4.2 | $4.9M | 45k | 108.99 | |
| Arista Networks (ANET) | 4.1 | $4.7M | 75k | 63.11 | |
| Lam Research Corporation (LRCX) | 3.9 | $4.5M | 55k | 82.60 | |
| Sunrun (RUN) | 3.8 | $4.4M | 675k | 6.48 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $4.1M | 5.5k | 744.92 | |
| Skyworks Solutions (SWKS) | 3.4 | $3.9M | 50k | 77.90 | |
| Qualcomm (QCOM) | 3.3 | $3.8M | 75k | 51.15 | |
| Netflix (NFLX) | 3.1 | $3.6M | 35k | 102.23 | |
| Equinix (EQIX) | 2.9 | $3.3M | 10k | 330.71 | |
| Palo Alto Networks (PANW) | 2.8 | $3.3M | 20k | 163.15 | |
| Workday Inc cl a (WDAY) | 2.6 | $3.1M | 40k | 76.85 | |
| Amazon (AMZN) | 2.6 | $3.0M | 5.0k | 593.60 | |
| Baidu (BIDU) | 2.5 | $2.9M | 15k | 190.87 | |
| Ambarella | 1.9 | $2.2M | 50k | 44.70 | |
| Rocket Fuel | 1.8 | $2.1M | 660k | 3.15 | |
| Pandora Media | 1.5 | $1.8M | 200k | 8.95 | |
| 1.4 | $1.7M | 100k | 16.55 | ||
| VMware | 1.4 | $1.6M | 30k | 52.30 | |
| Exar Corporation | 1.3 | $1.6M | 270k | 5.75 | |
| Ruckus Wireless | 1.3 | $1.5M | 150k | 9.81 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $1.4M | 15k | 93.80 | |
| Intevac (IVAC) | 1.0 | $1.2M | 260k | 4.50 | |
| Linkedin Corp | 1.0 | $1.1M | 10k | 114.40 | |
| Rackspace Hosting | 0.7 | $864k | 40k | 21.60 | |
| Sina | 0.6 | $711k | 15k | 47.40 | |
| First Solar (FSLR) | 0.6 | $685k | 10k | 68.50 | |
| Yelp Inc cl a (YELP) | 0.5 | $596k | 30k | 19.87 | |
| Gogo (GOGO) | 0.5 | $551k | 50k | 11.02 | |
| Power Integrations (POWI) | 0.4 | $487k | 9.8k | 49.70 | |
| Cree | 0.4 | $437k | 15k | 29.13 | |
| Sunpower (SPWR) | 0.4 | $445k | 20k | 22.33 | |
| Abb (ABBNY) | 0.3 | $350k | 18k | 19.44 | |
| Koninklijke Philips Electronics NV (PHG) | 0.3 | $325k | 11k | 28.56 | |
| 3M Company (MMM) | 0.3 | $300k | 1.8k | 166.67 | |
| Johnson Controls | 0.2 | $281k | 7.2k | 39.03 | |
| Praxair | 0.2 | $275k | 2.4k | 114.58 | |
| Solarcity | 0.2 | $258k | 11k | 24.57 | |
| Itron (ITRI) | 0.2 | $232k | 5.6k | 41.69 | |
| Honeywell International (HON) | 0.2 | $233k | 2.1k | 112.02 | |
| Quanta Services (PWR) | 0.2 | $226k | 10k | 22.60 | |
| Pure Storage Inc - Class A (PSTG) | 0.2 | $192k | 14k | 13.71 | |
| Covanta Holding Corporation | 0.1 | $169k | 10k | 16.90 | |
| Aspen Aerogels (ASPN) | 0.1 | $135k | 30k | 4.50 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $112k | 13k | 8.62 | |
| Vivint Solar | 0.0 | $32k | 12k | 2.67 | |
| Orion Energy Systems (OESX) | 0.0 | $19k | 14k | 1.36 | |
| Sunedison | 0.0 | $11k | 21k | 0.52 |
