Firsthand Capital Management as of March 31, 2017
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 42 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arista Networks (ANET) | 10.6 | $9.9M | 75k | 132.27 | |
| Nutanix Inc cl a (NTNX) | 9.6 | $9.0M | 480k | 18.77 | |
| Facebook Inc cl a (META) | 9.1 | $8.5M | 60k | 142.05 | |
| Invensense | 5.5 | $5.2M | 410k | 12.63 | |
| Netflix (NFLX) | 5.5 | $5.2M | 35k | 147.80 | |
| Alphabet Inc Class C cs (GOOG) | 4.9 | $4.6M | 5.5k | 829.59 | |
| Amazon (AMZN) | 4.7 | $4.4M | 5.0k | 886.60 | |
| Alibaba Group Holding (BABA) | 4.6 | $4.3M | 40k | 107.82 | |
| Equinix (EQIX) | 4.3 | $4.0M | 10k | 400.42 | |
| Rocket Fuel | 3.8 | $3.5M | 660k | 5.36 | |
| Exar Corporation | 3.8 | $3.5M | 270k | 13.01 | |
| Workday Inc cl a (WDAY) | 3.6 | $3.3M | 40k | 83.25 | |
| Tesla Motors (TSLA) | 3.1 | $2.9M | 11k | 278.30 | |
| Sunrun (RUN) | 3.1 | $2.9M | 530k | 5.40 | |
| Baidu (BIDU) | 2.8 | $2.6M | 15k | 172.53 | |
| Pandora Media | 2.5 | $2.4M | 200k | 11.81 | |
| Palo Alto Networks (PANW) | 2.4 | $2.3M | 20k | 112.70 | |
| Ambarella (AMBA) | 2.3 | $2.2M | 40k | 54.70 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $2.0M | 15k | 130.13 | |
| 1.6 | $1.5M | 100k | 14.95 | ||
| Paypal Holdings (PYPL) | 1.4 | $1.3M | 30k | 43.03 | |
| Sina Corporation | 1.2 | $1.1M | 15k | 72.13 | |
| Pure Storage Inc - Class A (PSTG) | 1.1 | $983k | 100k | 9.83 | |
| QuickLogic Corporation | 1.0 | $926k | 520k | 1.78 | |
| VMware | 1.0 | $921k | 10k | 92.10 | |
| Apple (AAPL) | 0.7 | $646k | 4.5k | 143.56 | |
| Fitbit | 0.6 | $592k | 100k | 5.92 | |
| Gogo (GOGO) | 0.6 | $550k | 50k | 11.00 | |
| Power Integrations (POWI) | 0.4 | $381k | 5.8k | 65.70 | |
| Itron (ITRI) | 0.4 | $338k | 5.6k | 60.74 | |
| Honeywell International (HON) | 0.3 | $260k | 2.1k | 125.00 | |
| Terraform Power | 0.3 | $247k | 20k | 12.35 | |
| Cree | 0.2 | $214k | 8.0k | 26.75 | |
| Intevac (IVAC) | 0.2 | $198k | 16k | 12.53 | |
| Solaredge Technologies (SEDG) | 0.2 | $172k | 11k | 15.64 | |
| Covanta Holding Corporation | 0.2 | $157k | 10k | 15.70 | |
| Aspen Aerogels (ASPN) | 0.1 | $145k | 35k | 4.14 | |
| Sunpower (SPWR) | 0.1 | $122k | 20k | 6.12 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $85k | 13k | 6.54 | |
| Vivint Solar | 0.0 | $34k | 12k | 2.83 | |
| Orion Energy Systems (OESX) | 0.0 | $28k | 14k | 2.00 | |
| Sunedison | 0.0 | $7.0k | 21k | 0.33 |
