$102 Million is the total value of Firsthand Capital Management, Inc.'s 45 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | Facebook, Inc. | $16,918,000 | – | 680,000 | +100.0% | 16.58% | – |
| SCTY | New | SolarCity Corporation | $16,847,000 | – | 446,300 | +100.0% | 16.51% | – |
| AAPL | New | Apple, Inc. | $9,715,000 | – | 24,500 | +100.0% | 9.52% | – |
| AMZN | New | Amazon.com, Inc. | $5,554,000 | – | 20,000 | +100.0% | 5.44% | – |
| GOOGL | New | Google, Inc. | $5,282,000 | – | 6,000 | +100.0% | 5.18% | – |
| QCOM | New | QUALCOMM, Inc. | $5,193,000 | – | 85,000 | +100.0% | 5.09% | – |
| ARMH | New | ARM Holdings, PLC | $3,804,000 | – | 105,000 | +100.0% | 3.73% | – |
| EQIX | New | Equinix, Inc. | $3,694,000 | – | 20,000 | +100.0% | 3.62% | – |
| AKAM | New | Akamai Technologies, Inc. | $3,404,000 | – | 80,000 | +100.0% | 3.34% | – |
| New | Sina Corp. | $3,344,000 | – | 60,000 | +100.0% | 3.28% | – | |
| BIDU | New | Baidu.com, Inc. | $3,311,000 | – | 35,000 | +100.0% | 3.24% | – |
| IVAC | New | Intevac, Inc. | $3,175,000 | – | 560,956 | +100.0% | 3.11% | – |
| VMW | New | VMware, Inc. | $2,680,000 | – | 40,000 | +100.0% | 2.63% | – |
| SWKS | New | Skyworks Solutions, Inc. | $2,627,000 | – | 120,000 | +100.0% | 2.57% | – |
| PAY | New | VeriFone Holdings, Inc. | $1,681,000 | – | 100,000 | +100.0% | 1.65% | – |
| RAX | New | Rackspace Hosting, Inc. | $1,516,000 | – | 40,000 | +100.0% | 1.48% | – |
| RVBD | New | Riverbed Technology, Inc. | $1,245,000 | – | 80,000 | +100.0% | 1.22% | – |
| INTU | New | Intuit, Inc. | $1,221,000 | – | 20,000 | +100.0% | 1.20% | – |
| EXAR | New | Exar Corp. | $1,185,000 | – | 110,000 | +100.0% | 1.16% | – |
| EMC | New | EMC Corp. | $1,181,000 | – | 50,000 | +100.0% | 1.16% | – |
| TIVO | New | TiVo, Inc. | $1,105,000 | – | 100,000 | +100.0% | 1.08% | – |
| ORCL | New | Oracle Corp. | $921,000 | – | 30,000 | +100.0% | 0.90% | – |
| LNKD | New | LinkedIn Corporation | $892,000 | – | 5,000 | +100.0% | 0.87% | – |
| GLW | New | Corning, Inc. | $846,000 | – | 59,460 | +100.0% | 0.83% | – |
| ERIC | New | Ericsson | $451,000 | – | 40,000 | +100.0% | 0.44% | – |
| PANW | New | Palo Alto Networks, Inc. | $422,000 | – | 10,000 | +100.0% | 0.41% | – |
| CREE | New | Cree, Inc. | $319,000 | – | 5,000 | +100.0% | 0.31% | – |
| ABB | New | ABB LTD. | $303,000 | – | 14,000 | +100.0% | 0.30% | – |
| JCI | New | Johnson Controls, Inc. | $293,000 | – | 8,200 | +100.0% | 0.29% | – |
| SUNEQ | New | Sunedision, Inc. | $287,000 | – | 35,130 | +100.0% | 0.28% | – |
| PX | New | Praxair, Inc. | $276,000 | – | 2,400 | +100.0% | 0.27% | – |
| PWR | New | Quanta Services, Inc. | $265,000 | – | 10,000 | +100.0% | 0.26% | – |
| ROC | New | Rockwood Holdings, Inc. | $256,000 | – | 4,000 | +100.0% | 0.25% | – |
| MMM | New | 3M Co. | $252,000 | – | 2,300 | +100.0% | 0.25% | – |
| HON | New | Honeywell International, Inc. | $244,000 | – | 3,080 | +100.0% | 0.24% | – |
| POWI | New | Power Integrations, Inc. | $235,000 | – | 5,799 | +100.0% | 0.23% | – |
| UTX | New | United Technologies Corp. | $232,000 | – | 2,500 | +100.0% | 0.23% | – |
| FSLR | New | First Solar, Inc. | $223,000 | – | 5,000 | +100.0% | 0.22% | – |
| SPWR | New | SunPower Corp. - Class B | $222,000 | – | 10,931 | +100.0% | 0.22% | – |
| GTATQ | New | GT Advanced Technologies, Inc. | $132,000 | – | 31,900 | +100.0% | 0.13% | – |
| PWER | New | Power-One, Inc. | $99,000 | – | 15,700 | +100.0% | 0.10% | – |
| JASO | New | JA Solar Holdings Co Ltd. | $94,000 | – | 13,000 | +100.0% | 0.09% | – |
| YGE | New | Yingli Green Energy Holding Company - ADR | $65,000 | – | 20,000 | +100.0% | 0.06% | – |
| OESX | New | Orion Energy Systems, Inc. | $35,000 | – | 14,000 | +100.0% | 0.03% | – |
| MEA | New | Metalico, Inc. | $14,000 | – | 11,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PALO ALTO NETWORKS INC | 42 | Q3 2023 | 5.1% |
| SunPower Corp. - Class B | 42 | Q3 2023 | 0.6% |
| Orion Energy Systems, Inc. | 41 | Q2 2023 | 0.0% |
| FIRST SOLAR INC | 40 | Q3 2023 | 1.2% |
| ITRON INC | 37 | Q3 2023 | 0.5% |
| Koninklijke (Royal) Philips Electronics N.V. | 37 | Q3 2023 | 0.7% |
| NETFLIX INC | 36 | Q3 2023 | 6.4% |
| WORKDAY INC | 36 | Q3 2023 | 4.8% |
| ASPEN AEROGELS INC | 35 | Q3 2023 | 0.7% |
| Cree, Inc. | 33 | Q3 2021 | 6.6% |
View Firsthand Capital Management, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| MATTSON TECHNOLOGY INC | July 14, 2015 | 3,780,000 | 5.0% |
View Firsthand Capital Management, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-18 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-12 |
View Firsthand Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.