SiVest Group

Firsthand Capital Management as of June 30, 2017

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 46 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nutanix Inc cl a (NTNX) 13.6 $14M 670k 20.15
Arista Networks (ANET) 11.3 $11M 75k 149.79
Facebook Inc cl a (META) 9.1 $9.1M 60k 150.98
Alibaba Group Holding (BABA) 5.7 $5.6M 40k 140.90
Netflix (NFLX) 5.3 $5.2M 35k 149.40
Alphabet Inc Class C cs (GOOG) 5.1 $5.0M 5.5k 908.81
Amazon (AMZN) 4.9 $4.8M 5.0k 968.00
Equinix (EQIX) 4.3 $4.3M 10k 429.14
Workday Inc cl a (WDAY) 3.9 $3.9M 40k 97.00
Tesla Motors (TSLA) 3.9 $3.8M 11k 361.60
Sunrun (RUN) 3.8 $3.8M 530k 7.12
Baidu (BIDU) 2.7 $2.7M 15k 178.87
Palo Alto Networks (PANW) 2.7 $2.7M 20k 133.80
Adobe Systems Incorporated (ADBE) 2.1 $2.1M 15k 141.47
Ambarella (AMBA) 2.0 $1.9M 40k 48.55
Rocket Fuel 1.8 $1.8M 660k 2.75
Pandora Media 1.8 $1.8M 200k 8.92
Twitter 1.8 $1.8M 100k 17.87
Paypal Holdings (PYPL) 1.6 $1.6M 30k 53.67
QuickLogic Corporation 1.5 $1.5M 1.0M 1.46
Sina Corporation 1.3 $1.3M 15k 85.00
Pure Storage Inc - Class A (PSTG) 1.3 $1.3M 100k 12.81
Softbank Corp-un (SFTBY) 1.2 $1.2M 30k 40.70
Twilio Inc cl a (TWLO) 1.2 $1.2M 40k 29.10
Apple (AAPL) 0.7 $648k 4.5k 144.00
Gogo (GOGO) 0.6 $577k 50k 11.54
MaxLinear (MXL) 0.6 $558k 20k 27.90
Fitbit 0.5 $531k 100k 5.31
Power Integrations (POWI) 0.4 $423k 5.8k 72.94
Itron (ITRI) 0.4 $377k 5.6k 67.74
Guidewire Software (GWRE) 0.3 $344k 5.0k 68.80
Cloudera 0.3 $320k 20k 16.00
First Solar (FSLR) 0.3 $279k 7.0k 39.86
Terraform Power 0.2 $240k 20k 12.00
Solaredge Technologies (SEDG) 0.2 $220k 11k 20.00
3M Company (MMM) 0.2 $208k 1.0k 208.00
Koninklijke Philips Electronics NV (PHG) 0.2 $207k 5.8k 35.88
Honeywell International (HON) 0.2 $211k 1.6k 133.54
Sunpower (SPWR) 0.2 $186k 20k 9.33
Intevac (IVAC) 0.2 $175k 16k 11.08
Aspen Aerogels (ASPN) 0.2 $156k 35k 4.46
Covanta Holding Corporation 0.1 $132k 10k 13.20
Ja Solar Holdings Co Ltd spon adr rep5ord 0.1 $83k 13k 6.38
Vivint Solar 0.1 $70k 12k 5.83
Orion Energy Systems (OESX) 0.0 $18k 14k 1.29
Sunedison 0.0 $1.1k 21k 0.05