Firsthand Capital Management as of June 30, 2016
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 50 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 7.5 | $6.9M | 60k | 114.23 | |
| Invensense | 5.7 | $5.2M | 850k | 6.13 | |
| SPDR Barclays Capital 1-3 Month T- | 5.5 | $5.0M | 110k | 45.70 | |
| Arista Networks (ANET) | 5.3 | $4.8M | 75k | 64.39 | |
| iShares Lehman Short Treasury Bond (SHV) | 5.1 | $4.6M | 42k | 110.45 | |
| Sunrun (RUN) | 4.4 | $4.0M | 680k | 5.93 | |
| Equinix (EQIX) | 4.3 | $3.9M | 10k | 387.75 | |
| Alphabet Inc Class C cs (GOOG) | 4.2 | $3.8M | 5.5k | 691.81 | |
| Amazon (AMZN) | 3.9 | $3.6M | 5.0k | 715.60 | |
| Apple (AAPL) | 3.6 | $3.3M | 35k | 95.59 | |
| Netflix (NFLX) | 3.5 | $3.2M | 35k | 91.46 | |
| Alibaba Group Holding (BABA) | 3.5 | $3.2M | 40k | 79.52 | |
| Workday Inc cl a (WDAY) | 3.3 | $3.0M | 40k | 74.62 | |
| Qualcomm (QCOM) | 3.2 | $2.9M | 55k | 53.56 | |
| Ambarella | 2.8 | $2.5M | 50k | 50.82 | |
| Pandora Media | 2.7 | $2.5M | 200k | 12.45 | |
| Baidu (BIDU) | 2.7 | $2.5M | 15k | 165.13 | |
| Palo Alto Networks (PANW) | 2.7 | $2.5M | 20k | 122.65 | |
| Exar Corporation | 2.4 | $2.2M | 270k | 8.05 | |
| Tesla Motors (TSLA) | 2.3 | $2.1M | 10k | 212.40 | |
| Linkedin Corp | 2.1 | $1.9M | 10k | 189.30 | |
| VMware | 1.9 | $1.7M | 30k | 57.20 | |
| 1.9 | $1.7M | 100k | 16.89 | ||
| Intevac (IVAC) | 1.6 | $1.5M | 260k | 5.68 | |
| Rocket Fuel | 1.6 | $1.5M | 660k | 2.22 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $1.4M | 15k | 95.80 | |
| Pure Storage Inc - Class A (PSTG) | 1.4 | $1.2M | 114k | 10.90 | |
| Fitbit | 1.3 | $1.2M | 100k | 12.22 | |
| Paypal Holdings (PYPL) | 1.2 | $1.1M | 30k | 36.50 | |
| Rackspace Hosting | 0.9 | $834k | 40k | 20.85 | |
| Sina | 0.8 | $778k | 15k | 51.87 | |
| Power Integrations (POWI) | 0.5 | $491k | 9.8k | 50.11 | |
| First Solar (FSLR) | 0.5 | $485k | 10k | 48.50 | |
| Gogo (GOGO) | 0.5 | $420k | 50k | 8.40 | |
| Cree | 0.4 | $367k | 15k | 24.47 | |
| Sunpower (SPWR) | 0.3 | $309k | 20k | 15.50 | |
| Koninklijke Philips Electronics NV (PHG) | 0.3 | $294k | 12k | 24.98 | |
| Solarcity | 0.3 | $251k | 11k | 23.90 | |
| Honeywell International (HON) | 0.3 | $242k | 2.1k | 116.35 | |
| Itron (ITRI) | 0.3 | $240k | 5.6k | 43.13 | |
| Abb (ABBNY) | 0.3 | $238k | 12k | 19.83 | |
| Quanta Services (PWR) | 0.2 | $231k | 10k | 23.10 | |
| Terraform Power | 0.2 | $218k | 20k | 10.90 | |
| Solaredge Technologies (SEDG) | 0.2 | $216k | 11k | 19.64 | |
| Aspen Aerogels (ASPN) | 0.2 | $174k | 35k | 4.97 | |
| Covanta Holding Corporation | 0.2 | $165k | 10k | 16.50 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $89k | 13k | 6.85 | |
| Vivint Solar | 0.0 | $37k | 12k | 3.08 | |
| Orion Energy Systems (OESX) | 0.0 | $16k | 14k | 1.14 | |
| Sunedison | 0.0 | $7.0k | 21k | 0.33 |
