Firsthand Capital Management as of March 31, 2018
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 53 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Inc cl a (NTNX) | 18.4 | $33M | 669k | 49.11 | |
| Arista Networks (ANET) | 10.0 | $18M | 70k | 255.30 | |
| Roku (ROKU) | 7.8 | $14M | 450k | 31.10 | |
| Netflix (NFLX) | 5.8 | $10M | 35k | 295.34 | |
| Amazon (AMZN) | 4.0 | $7.2M | 5.0k | 1447.40 | |
| Facebook Inc cl a (META) | 4.0 | $7.2M | 45k | 159.80 | |
| Alibaba Group Holding (BABA) | 3.6 | $6.4M | 35k | 183.54 | |
| Chegg (CHGG) | 3.1 | $5.6M | 270k | 20.66 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $5.4M | 25k | 216.08 | |
| Twilio Inc cl a (TWLO) | 3.0 | $5.3M | 140k | 38.18 | |
| Workday Inc cl a (WDAY) | 2.8 | $5.1M | 40k | 127.10 | |
| Guidewire Software (GWRE) | 2.5 | $4.4M | 55k | 80.84 | |
| Equinix (EQIX) | 2.3 | $4.2M | 10k | 418.17 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $4.1M | 4.0k | 1031.87 | |
| stock | 2.2 | $3.9M | 40k | 98.40 | |
| Western Union Company (WU) | 2.1 | $3.8M | 200k | 19.23 | |
| Palo Alto Networks (PANW) | 2.0 | $3.6M | 20k | 181.50 | |
| Baidu (BIDU) | 1.9 | $3.3M | 15k | 223.20 | |
| Paypal Holdings (PYPL) | 1.7 | $3.0M | 40k | 75.88 | |
| Tesla Motors (TSLA) | 1.6 | $2.8M | 11k | 266.13 | |
| ViaSat (VSAT) | 1.5 | $2.6M | 40k | 65.72 | |
| Ambarella (AMBA) | 1.4 | $2.5M | 50k | 49.00 | |
| 1.3 | $2.3M | 80k | 29.01 | ||
| Ii-vi | 1.1 | $2.0M | 50k | 40.90 | |
| Pure Storage Inc - Class A (PSTG) | 1.1 | $2.0M | 100k | 19.95 | |
| QuickLogic Corporation | 1.0 | $1.8M | 1.2M | 1.52 | |
| Apple (AAPL) | 0.9 | $1.6M | 9.5k | 167.79 | |
| MaxLinear (MXL) | 0.9 | $1.6M | 70k | 22.76 | |
| Illinois Tool Works (ITW) | 0.9 | $1.6M | 10k | 156.70 | |
| Softbank Corp-un (SFTBY) | 0.8 | $1.5M | 40k | 37.40 | |
| Overstock (BYON) | 0.8 | $1.5M | 40k | 36.25 | |
| Proofpoint | 0.6 | $1.1M | 10k | 113.70 | |
| Pandora Media | 0.6 | $1.0M | 200k | 5.03 | |
| Solaredge Technologies (SEDG) | 0.3 | $579k | 11k | 52.64 | |
| Fitbit | 0.3 | $510k | 100k | 5.10 | |
| First Solar (FSLR) | 0.3 | $497k | 7.0k | 71.00 | |
| Gogo (GOGO) | 0.2 | $432k | 50k | 8.64 | |
| Power Integrations (POWI) | 0.2 | $396k | 5.8k | 68.29 | |
| Itron (ITRI) | 0.2 | $398k | 5.6k | 71.52 | |
| Cree | 0.2 | $322k | 8.0k | 40.25 | |
| Net 1 UEPS Technologies (LSAK) | 0.2 | $284k | 30k | 9.47 | |
| Honeywell International (HON) | 0.1 | $228k | 1.6k | 144.30 | |
| 3M Company (MMM) | 0.1 | $220k | 1.0k | 220.00 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $221k | 5.8k | 38.30 | |
| Praxair | 0.1 | $202k | 1.4k | 144.29 | |
| Sunpower (SPWR) | 0.1 | $159k | 20k | 7.98 | |
| Covanta Holding Corporation | 0.1 | $145k | 10k | 14.50 | |
| Aspen Aerogels (ASPN) | 0.1 | $149k | 35k | 4.26 | |
| Intevac (IVAC) | 0.1 | $109k | 16k | 6.90 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $85k | 13k | 6.54 | |
| Vivint Solar | 0.0 | $44k | 12k | 3.67 | |
| Orion Energy Systems (OESX) | 0.0 | $12k | 14k | 0.86 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
