FIRSTHAND CAPITAL MANAGEMENT, INC. Information

150 ALMADEN BLVD., SAN JOSE, California, 95113, (408) 624-9530

Report Date: 06/30/2015

Position Statistics

Total Positions 58
New Positions 2
Increased Positions 10
Decreased Positions 15
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 142

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.18%
Capital Goods 0.35%
Conglomerates
Consumer Cyclical 0.23%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 8.14%
Technology 82.56%
Transportation
Utilities 0.14%

58 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MATTSON TECHNOLOGY INC COM 10,622 1,405 15.24 3,780,000
QUALCOMM INC COM 9,902 New 175,000
INVENSENSE INC COM 8,168 1,634 25 800,000
APPLE INC COM 6,484 -1,128 (14.82) 57,500
FACEBOOK INC CL A 6,260 New 70,000
TWITTER INC COM 5,558 2,779 100 200,000
EQUINIX INC COM PAR $0.001 5,523 New 20,472
ARISTA NETWORKS INC COM 5,235 5,235 New 70,000
AMAZON COM INC COM 5,129 -5,129 (50) 10,000
LAM RESEARCH CORP COM 5,094 -7,277 (58.82) 70,000
PALO ALTO NETWORKS INC COM 4,927 New 30,000
AMBARELLA INC SHS 4,782 -1,913 (28.57) 50,000
SKYWORKS SOLUTIONS INC COM 4,368 New 50,000
ROCKET FUEL INC COM 4,046 3,678 1,000 660,000
NETFLIX INC COM 4,026 -4,026 (50) 35,000
ADOBE SYS INC COM 3,929 New 50,000
GOOGLE INC CL A 3,887 New 6,000
GOOGLE INC CL C 3,719 10 .27 6,016
PANDORA MEDIA INC COM 3,588 New 200,000
ARM HLDGS PLC SPONSORED ADR 3,373 New 80,000


Latest News Headlines

View All Latest Headlines
Create your free portfolio