Firsthand Capital Management as of Sept. 30, 2017
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 49 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Inc cl a (NTNX) | 14.1 | $16M | 710k | 22.39 | |
| Arista Networks (ANET) | 11.8 | $13M | 70k | 189.61 | |
| Facebook Inc cl a (META) | 6.8 | $7.7M | 45k | 170.80 | |
| Alibaba Group Holding (BABA) | 6.1 | $6.9M | 40k | 172.70 | |
| Roku (ROKU) | 5.9 | $6.6M | 250k | 26.54 | |
| Netflix (NFLX) | 5.6 | $6.3M | 35k | 181.34 | |
| Amazon (AMZN) | 4.3 | $4.8M | 5.0k | 961.40 | |
| Equinix (EQIX) | 4.0 | $4.5M | 10k | 446.30 | |
| Alphabet Inc Class C cs (GOOG) | 3.9 | $4.3M | 4.5k | 959.03 | |
| Workday Inc cl a (WDAY) | 3.7 | $4.2M | 40k | 105.40 | |
| Baidu (BIDU) | 3.3 | $3.7M | 15k | 247.67 | |
| Tesla Motors (TSLA) | 3.2 | $3.6M | 11k | 341.13 | |
| Sunrun (RUN) | 2.6 | $2.9M | 530k | 5.55 | |
| Palo Alto Networks (PANW) | 2.6 | $2.9M | 20k | 144.10 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $2.2M | 15k | 149.20 | |
| Ambarella (AMBA) | 1.7 | $2.0M | 40k | 49.00 | |
| Paypal Holdings (PYPL) | 1.7 | $1.9M | 30k | 64.03 | |
| QuickLogic Corporation | 1.6 | $1.8M | 1.1M | 1.68 | |
| Sina Corporation | 1.5 | $1.7M | 15k | 114.67 | |
| Pure Storage Inc - Class A (PSTG) | 1.4 | $1.6M | 100k | 15.99 | |
| Pandora Media | 1.4 | $1.5M | 200k | 7.70 | |
| 1.2 | $1.4M | 80k | 16.88 | ||
| Softbank Corp-un (SFTBY) | 1.1 | $1.2M | 30k | 40.67 | |
| Twilio Inc cl a (TWLO) | 1.1 | $1.2M | 40k | 29.85 | |
| MaxLinear (MXL) | 1.1 | $1.2M | 50k | 23.76 | |
| Illinois Tool Works (ITW) | 0.7 | $740k | 5.0k | 148.00 | |
| Apple (AAPL) | 0.6 | $694k | 4.5k | 154.22 | |
| Fitbit | 0.6 | $696k | 100k | 6.96 | |
| Gogo (GOGO) | 0.5 | $591k | 50k | 11.82 | |
| Power Integrations (POWI) | 0.4 | $424k | 5.8k | 73.12 | |
| Itron (ITRI) | 0.4 | $431k | 5.6k | 77.45 | |
| Guidewire Software (GWRE) | 0.3 | $389k | 5.0k | 77.80 | |
| First Solar (FSLR) | 0.3 | $321k | 7.0k | 45.86 | |
| Cloudera | 0.3 | $332k | 20k | 16.60 | |
| Solaredge Technologies (SEDG) | 0.3 | $314k | 11k | 28.55 | |
| Washington Prime (WB) | 0.3 | $297k | 3.0k | 99.00 | |
| Terraform Power | 0.2 | $264k | 20k | 13.20 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $238k | 5.8k | 41.25 | |
| Honeywell International (HON) | 0.2 | $224k | 1.6k | 141.77 | |
| Cree | 0.2 | $226k | 8.0k | 28.25 | |
| 3M Company (MMM) | 0.2 | $210k | 1.0k | 210.00 | |
| Covanta Holding Corporation | 0.1 | $149k | 10k | 14.90 | |
| Sunpower (SPWR) | 0.1 | $145k | 20k | 7.28 | |
| Aspen Aerogels (ASPN) | 0.1 | $152k | 35k | 4.34 | |
| Intevac (IVAC) | 0.1 | $134k | 16k | 8.48 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $99k | 13k | 7.62 | |
| Vivint Solar | 0.0 | $41k | 12k | 3.42 | |
| Orion Energy Systems (OESX) | 0.0 | $16k | 14k | 1.14 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
