Firsthand Capital Management as of Sept. 30, 2018
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 51 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roku (ROKU) | 16.9 | $36M | 490k | 73.03 | |
| Arista Networks (ANET) | 8.8 | $19M | 70k | 265.86 | |
| Nutanix Inc cl a (NTNX) | 6.3 | $13M | 311k | 42.72 | |
| Netflix (NFLX) | 6.2 | $13M | 35k | 374.14 | |
| Twilio Inc cl a (TWLO) | 5.7 | $12M | 140k | 86.28 | |
| Amazon (AMZN) | 4.7 | $10M | 5.0k | 2003.00 | |
| Chegg (CHGG) | 3.9 | $8.2M | 290k | 28.43 | |
| Facebook Inc cl a (META) | 3.5 | $7.4M | 45k | 164.47 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $6.7M | 25k | 269.96 | |
| Box Inc cl a (BOX) | 2.8 | $6.0M | 250k | 23.91 | |
| Match | 2.7 | $5.8M | 100k | 57.91 | |
| Alibaba Group Holding (BABA) | 2.7 | $5.8M | 35k | 164.77 | |
| Guidewire Software (GWRE) | 2.6 | $5.6M | 55k | 101.02 | |
| ViaSat (VSAT) | 2.4 | $5.1M | 80k | 63.95 | |
| stock | 2.3 | $4.8M | 40k | 120.90 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $4.8M | 4.0k | 1193.48 | |
| Ii-vi | 2.2 | $4.7M | 100k | 47.30 | |
| Palo Alto Networks (PANW) | 2.1 | $4.5M | 20k | 225.25 | |
| Cree | 2.1 | $4.5M | 118k | 37.87 | |
| Workday Inc cl a (WDAY) | 2.1 | $4.4M | 30k | 145.97 | |
| Paypal Holdings (PYPL) | 1.7 | $3.5M | 40k | 87.85 | |
| Baidu (BIDU) | 1.6 | $3.4M | 15k | 228.67 | |
| Proofpoint | 1.5 | $3.2M | 30k | 106.33 | |
| Pure Storage Inc - Class A (PSTG) | 1.2 | $2.6M | 100k | 25.95 | |
| 1.1 | $2.3M | 80k | 28.46 | ||
| Taiwan Semiconductor Mfg (TSM) | 1.0 | $2.2M | 50k | 44.16 | |
| Equinix (EQIX) | 1.0 | $2.2M | 5.0k | 432.86 | |
| Apple (AAPL) | 1.0 | $2.1M | 9.5k | 225.79 | |
| Pandora Media | 0.9 | $1.9M | 200k | 9.51 | |
| MaxLinear (MXL) | 0.7 | $1.4M | 70k | 19.89 | |
| QuickLogic Corporation | 0.6 | $1.2M | 1.2M | 1.00 | |
| Zscaler Incorporated (ZS) | 0.4 | $816k | 20k | 40.80 | |
| Fitbit | 0.2 | $535k | 100k | 5.35 | |
| Power Integrations (POWI) | 0.2 | $366k | 5.8k | 63.11 | |
| Itron (ITRI) | 0.2 | $357k | 5.6k | 64.15 | |
| First Solar (FSLR) | 0.2 | $339k | 7.0k | 48.43 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $263k | 5.8k | 45.58 | |
| Honeywell International (HON) | 0.1 | $263k | 1.6k | 166.46 | |
| Solaredge Technologies (SEDG) | 0.1 | $264k | 7.0k | 37.71 | |
| Corning Incorporated (GLW) | 0.1 | $228k | 6.5k | 35.29 | |
| Praxair | 0.1 | $225k | 1.4k | 160.71 | |
| Net 1 UEPS Technologies (LSAK) | 0.1 | $240k | 30k | 8.00 | |
| 3M Company (MMM) | 0.1 | $211k | 1.0k | 211.00 | |
| United Technologies Corporation | 0.1 | $210k | 1.5k | 140.00 | |
| Covanta Holding Corporation | 0.1 | $163k | 10k | 16.30 | |
| Aspen Aerogels (ASPN) | 0.1 | $160k | 35k | 4.57 | |
| Sunpower (SPWR) | 0.1 | $145k | 20k | 7.28 | |
| Intevac (IVAC) | 0.0 | $82k | 16k | 5.19 | |
| Vivint Solar | 0.0 | $62k | 12k | 5.17 | |
| Orion Energy Systems (OESX) | 0.0 | $13k | 14k | 0.93 | |
| Sunedison | 0.0 | $0 | 21k | 0.00 |
