SiVest Group

Firsthand Capital Management as of June 30, 2019

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 49 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 9.1 $24M 260k 90.58
Twilio Common Stock (TWLO) 7.4 $19M 140k 136.35
Arista Networks Common Stock (ANET) 7.0 $18M 70k 259.61
Microsoft Corp. Common Stock (MSFT) 5.2 $13M 100k 133.96
Netflix Common Stock (NFLX) 5.0 $13M 35k 367.31
Cree Common Stock 4.7 $12M 218k 56.18
Nutanix Common Stock (NTNX) 4.5 $12M 450k 25.94
Chegg Common Stock (CHGG) 4.3 $11M 290k 38.59
Tencent Holdings Foreign (TCTZF) 4.3 $11M 245k 45.14
Match Group Common Stock 3.9 $10M 150k 67.27
Facebook Common Stock (META) 3.7 $9.7M 50k 193.00
NVIDIA Corp. Common Stock (NVDA) 3.2 $8.2M 50k 164.24
II-VI Incorporated Common Stock 3.1 $8.0M 220k 36.56
Zscaler Common Stock (ZS) 3.0 $7.7M 100k 76.64
Amazon.com Common Stock (AMZN) 2.9 $7.6M 4.0k 1893.75
Workday Common Stock (WDAY) 2.4 $6.2M 30k 205.57
Adobe Systems Common Stock (ADBE) 2.3 $5.9M 20k 294.65
Taiwan Semiconductor Manufacturing Co. - Adr (TSM) 2.3 $5.9M 150k 39.17
Guidewire Software Common Stock (GWRE) 2.1 $5.6M 55k 101.38
Splunk Common Stock 1.9 $5.0M 40k 125.75
Proofpoint Common Stock 1.9 $4.8M 40k 120.25
PayPal Holdings Common Stock (PYPL) 1.8 $4.6M 40k 114.45
Box Common Stock (BOX) 1.7 $4.4M 250k 17.61
Alphabet Common Stock (GOOG) 1.7 $4.3M 4.0k 1080.93
Phunware Common Stock 1.7 $4.3M 1.4M 3.11
Palo Alto Networks Common Stock (PANW) 1.6 $4.1M 20k 203.75
2u Common Stock (TWOU) 1.5 $3.8M 100k 37.64
ViaSat Common Stock (VSAT) 1.2 $3.2M 40k 80.83
SolarEdge Technologies Common Stock (SEDG) 1.1 $2.9M 47k 62.47
Alibaba Group Holding Common Stock (BABA) 1.0 $2.5M 15k 169.47
Square Common Stock (SQ) 0.8 $2.2M 30k 72.53
Pure Storage Common Stock (PSTG) 0.6 $1.5M 100k 15.27
Power Integrations Common Stock (POWI) 0.2 $465k 5.8k 80.19
Fitbit Common Stock 0.2 $440k 100k 4.40
Itron Common Stock (ITRI) 0.1 $348k 5.6k 62.53
Quicklogic Common Stock 0.1 $348k 600k 0.58
First Solar Common Stock (FSLR) 0.1 $328k 5.0k 65.60
Honeywell International Common Stock (HON) 0.1 $276k 1.6k 174.68
Koninklijke Common Stock (PHG) 0.1 $251k 5.8k 43.50
Aspen Aerogels Common Stock (ASPN) 0.1 $250k 35k 7.14
Corning Common Stock (GLW) 0.1 $215k 6.5k 33.28
SunPower Corp. - Class B Common Stock (SPWR) 0.1 $213k 20k 10.69
ON Semiconductor Corp. Common Stock (ON) 0.1 $202k 10k 20.20
Covanta Holding Corp. Common Stock 0.1 $179k 10k 17.90
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $120k 30k 4.00
Vivint Solar Common Stock 0.0 $88k 12k 7.33
Curaleaf Holdings Common Stock (CURLF) 0.0 $72k 10k 7.20
Orion Energy Systems Common Stock (OESX) 0.0 $42k 14k 3.00
Sunedision Common Stock 0.0 $0 21k 0.00