SiVest Group

Firsthand Capital Management as of Sept. 30, 2019

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 55 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku (ROKU) 9.9 $24M 240k 101.76
Arista Networks (ANET) 6.8 $17M 70k 238.91
Twilio Inc cl a (TWLO) 6.2 $15M 140k 109.96
Microsoft Corporation (MSFT) 5.6 $14M 100k 139.03
Nutanix Inc cl a (NTNX) 4.8 $12M 450k 26.25
Match 4.3 $11M 150k 71.44
Cree 4.3 $11M 218k 49.00
Chegg (CHGG) 4.1 $10M 340k 29.95
Netflix (NFLX) 3.8 $9.4M 35k 267.63
Facebook Inc cl a (META) 3.6 $8.9M 50k 178.08
NVIDIA Corporation (NVDA) 3.5 $8.7M 50k 174.08
Ii-vi 3.1 $7.7M 220k 35.21
Taiwan Semiconductor Mfg (TSM) 2.8 $7.0M 150k 46.48
Amazon (AMZN) 2.8 $6.9M 4.0k 1736.00
Guidewire Software (GWRE) 2.3 $5.8M 55k 105.38
Adobe Systems Incorporated (ADBE) 2.2 $5.5M 20k 276.25
Proofpoint 2.1 $5.2M 40k 129.05
Workday Inc cl a (WDAY) 2.1 $5.1M 30k 169.97
Alphabet Inc Class C cs (GOOG) 2.0 $4.9M 4.0k 1219.12
Solaredge Technologies (SEDG) 1.9 $4.8M 57k 83.72
Zscaler Incorporated (ZS) 1.9 $4.7M 100k 47.26
stock (SPLK) 1.9 $4.7M 40k 117.85
Kratos Defense & Security Solutions (KTOS) 1.8 $4.5M 240k 18.60
Box Inc cl a (BOX) 1.7 $4.1M 250k 16.56
Paypal Holdings (PYPL) 1.7 $4.1M 40k 103.60
Palo Alto Networks (PANW) 1.6 $4.1M 20k 203.85
4068594 Enphase Energy (ENPH) 1.4 $3.4M 155k 22.23
ViaSat (VSAT) 1.2 $3.0M 40k 75.32
Zendesk 1.2 $2.9M 40k 72.88
Coupa Software 1.1 $2.6M 20k 129.55
Square Inc cl a (SQ) 1.0 $2.5M 40k 61.95
Okta Inc cl a (OKTA) 0.8 $2.0M 20k 98.45
Pure Storage Inc - Class A (PSTG) 0.7 $1.7M 100k 16.94
2u (TWOU) 0.7 $1.6M 100k 16.28
Gw Pharmaceuticals Plc ads 0.5 $1.3M 11k 115.00
Mongodb Inc. Class A (MDB) 0.5 $1.2M 10k 120.50
Phunware (PHUN) 0.4 $970k 693k 1.40
Domo Cl B Ord (DOMO) 0.3 $799k 50k 15.98
Power Integrations (POWI) 0.2 $524k 5.8k 90.36
Itron (ITRI) 0.2 $412k 5.6k 74.03
Fitbit 0.1 $381k 100k 3.81
First Solar (FSLR) 0.1 $290k 5.0k 58.00
Koninklijke Philips Electronics NV (PHG) 0.1 $266k 5.8k 46.10
Honeywell International (HON) 0.1 $267k 1.6k 168.99
Sunpower (SPWR) 0.1 $219k 20k 10.99
United Technologies Corporation 0.1 $205k 1.5k 136.67
ON Semiconductor (ON) 0.1 $192k 10k 19.20
QuickLogic Corporation 0.1 $210k 600k 0.35
Aspen Aerogels (ASPN) 0.1 $207k 35k 5.91
Covanta Holding Corporation 0.1 $173k 10k 17.30
Net 1 UEPS Technologies (LSAK) 0.0 $107k 30k 3.57
Vivint Solar 0.0 $78k 12k 6.50
Orion Energy Systems (OESX) 0.0 $40k 14k 2.86
Curaleaf Holdings Inc equities (CURLF) 0.0 $54k 10k 5.40
Sunedison 0.0 $0 21k 0.00