SiVest Group

Firsthand Capital Management as of Sept. 30, 2016

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 50 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nutanix Inc cl a (NTNX) 15.6 $17M 460k 37.00
Facebook Inc cl a (META) 7.1 $7.7M 60k 128.27
Arista Networks (ANET) 5.9 $6.4M 75k 85.08
Invensense 4.4 $4.8M 650k 7.42
Alphabet Inc Class C cs (GOOG) 3.9 $4.3M 5.5k 777.37
Sunrun (RUN) 3.9 $4.3M 680k 6.30
Alibaba Group Holding (BABA) 3.9 $4.2M 40k 105.80
Amazon (AMZN) 3.9 $4.2M 5.0k 837.40
Workday Inc cl a (WDAY) 3.4 $3.7M 40k 91.68
Equinix (EQIX) 3.3 $3.6M 10k 360.23
Netflix (NFLX) 3.2 $3.4M 35k 98.57
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.1 $3.4M 40k 85.05
Palo Alto Networks (PANW) 2.9 $3.2M 20k 159.35
Spdr Ser Tr shrt trsry etf (SPTS) 2.8 $3.1M 100k 30.55
Ambarella 2.7 $2.9M 40k 73.68
Pandora Media 2.6 $2.9M 200k 14.33
Baidu (BIDU) 2.5 $2.7M 15k 182.27
Exar Corporation 2.3 $2.5M 270k 9.31
Qualcomm (QCOM) 2.2 $2.4M 35k 68.51
Twitter 2.1 $2.3M 100k 23.05
Tesla Motors (TSLA) 1.9 $2.0M 10k 204.00
Rocket Fuel 1.6 $1.7M 660k 2.64
Adobe Systems Incorporated (ADBE) 1.5 $1.6M 15k 108.53
Pure Storage Inc - Class A (PSTG) 1.4 $1.5M 114k 13.55
Intevac (IVAC) 1.4 $1.5M 260k 5.90
Fitbit 1.4 $1.5M 100k 14.84
Rackspace Hosting 1.2 $1.3M 40k 31.70
Paypal Holdings (PYPL) 1.1 $1.2M 30k 40.97
Sina 1.0 $1.1M 15k 73.80
Linkedin Corp 0.9 $956k 5.0k 191.20
VMware 0.7 $733k 10k 73.30
Gogo (GOGO) 0.5 $552k 50k 11.04
Apple (AAPL) 0.5 $508k 4.5k 112.89
Power Integrations (POWI) 0.5 $492k 7.8k 63.09
First Solar (FSLR) 0.3 $355k 9.0k 39.44
Cree 0.3 $334k 13k 25.69
Itron (ITRI) 0.3 $310k 5.6k 55.71
Terraform Power 0.3 $278k 20k 13.90
Honeywell International (HON) 0.2 $243k 2.1k 116.83
Koninklijke Philips Electronics NV (PHG) 0.2 $230k 7.8k 29.60
Solarcity 0.2 $205k 11k 19.52
Aspen Aerogels (ASPN) 0.2 $209k 35k 5.97
Solaredge Technologies (SEDG) 0.2 $190k 11k 17.27
Sunpower (SPWR) 0.2 $178k 20k 8.93
Abb (ABBNY) 0.1 $158k 7.0k 22.57
Covanta Holding Corporation 0.1 $154k 10k 15.40
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $78k 13k 6.00
Vivint Solar 0.0 $38k 12k 3.17
Orion Energy Systems (OESX) 0.0 $19k 14k 1.36
Sunedison 0.0 $7.0k 21k 0.33