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 | |
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 |