Firsthand Capital Management as of June 30, 2018
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 51 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Inc cl a (NTNX) | 12.9 | $28M | 534k | 51.57 | |
| Roku (ROKU) | 9.8 | $21M | 490k | 42.62 | |
| Arista Networks (ANET) | 8.4 | $18M | 70k | 257.49 | |
| Netflix (NFLX) | 6.4 | $14M | 35k | 391.43 | |
| Facebook Inc cl a (META) | 4.1 | $8.7M | 45k | 194.31 | |
| Amazon (AMZN) | 4.0 | $8.5M | 5.0k | 1699.80 | |
| Chegg (CHGG) | 3.8 | $8.1M | 290k | 27.79 | |
| Twilio Inc cl a (TWLO) | 3.7 | $7.8M | 140k | 56.02 | |
| Cree | 3.5 | $7.4M | 178k | 41.57 | |
| Alibaba Group Holding (BABA) | 3.0 | $6.5M | 35k | 185.54 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $6.1M | 25k | 243.80 | |
| ViaSat (VSAT) | 2.5 | $5.3M | 80k | 65.72 | |
| Guidewire Software (GWRE) | 2.3 | $4.9M | 55k | 88.78 | |
| Workday Inc cl a (WDAY) | 2.3 | $4.8M | 40k | 121.12 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $4.5M | 4.0k | 1115.54 | |
| Ii-vi | 2.0 | $4.3M | 100k | 43.45 | |
| Equinix (EQIX) | 2.0 | $4.3M | 10k | 429.94 | |
| Palo Alto Networks (PANW) | 1.9 | $4.1M | 20k | 205.45 | |
| Western Union Company (WU) | 1.9 | $4.1M | 200k | 20.33 | |
| stock | 1.9 | $4.0M | 40k | 99.10 | |
| Match | 1.8 | $3.9M | 100k | 38.74 | |
| Box Inc cl a (BOX) | 1.8 | $3.7M | 150k | 24.99 | |
| Baidu (BIDU) | 1.7 | $3.6M | 15k | 243.00 | |
| Pure Storage Inc - Class A (PSTG) | 1.7 | $3.6M | 150k | 23.88 | |
| 1.6 | $3.5M | 80k | 43.68 | ||
| Proofpoint | 1.6 | $3.5M | 30k | 115.30 | |
| Paypal Holdings (PYPL) | 1.6 | $3.3M | 40k | 83.28 | |
| Ambarella (AMBA) | 0.9 | $1.9M | 50k | 38.62 | |
| Apple (AAPL) | 0.8 | $1.8M | 9.5k | 185.16 | |
| Pandora Media | 0.7 | $1.6M | 200k | 7.88 | |
| Softbank Corp-un (SFTBY) | 0.7 | $1.4M | 40k | 35.65 | |
| Illinois Tool Works (ITW) | 0.7 | $1.4M | 10k | 138.50 | |
| QuickLogic Corporation | 0.7 | $1.4M | 1.2M | 1.15 | |
| MaxLinear (MXL) | 0.5 | $1.1M | 70k | 15.59 | |
| Fitbit | 0.3 | $653k | 100k | 6.53 | |
| Solaredge Technologies (SEDG) | 0.2 | $526k | 11k | 47.82 | |
| Power Integrations (POWI) | 0.2 | $424k | 5.8k | 73.12 | |
| First Solar (FSLR) | 0.2 | $369k | 7.0k | 52.71 | |
| Itron (ITRI) | 0.2 | $334k | 5.6k | 60.02 | |
| Net 1 UEPS Technologies (LSAK) | 0.1 | $272k | 30k | 9.07 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $244k | 5.8k | 42.29 | |
| Honeywell International (HON) | 0.1 | $228k | 1.6k | 144.30 | |
| Praxair | 0.1 | $221k | 1.4k | 157.86 | |
| Covanta Holding Corporation | 0.1 | $165k | 10k | 16.50 | |
| Aspen Aerogels (ASPN) | 0.1 | $172k | 35k | 4.91 | |
| Sunpower (SPWR) | 0.1 | $153k | 20k | 7.68 | |
| Intevac (IVAC) | 0.0 | $77k | 16k | 4.87 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.0 | $89k | 13k | 6.85 | |
| Vivint Solar | 0.0 | $59k | 12k | 4.92 | |
| Orion Energy Systems (OESX) | 0.0 | $15k | 14k | 1.07 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
