13F-HR filed by Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. filed this 13F-HR for the quarter ended 2014-12-31, filed 2015-02-17, with 55 holding rows worth $170,309,000.
- Accession
- 0001398344-15-001083
- Filer
- CIK 1476179
- Filed
- 2015-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2014
A holdings report, 55 entries on the cover page, a total value of $170,309,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,309,000 with VALUE read as thousands by filing date, 13F file number 028-13609. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | 512807108 | COM | 170,000 | $13,488,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 175,000 | $13,008,000 | thousands by filing date | |
| MATTSON TECHNOLOGY INC | 577223100 | COM | 3,280,000 | $11,152,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 30,000 | $10,248,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 77,500 | $8,554,000 | thousands by filing date | |
| INVENSENSE INC | 46123D205 | COM | 520,000 | $8,455,000 | thousands by filing date | |
| ARM HLDGS PLC | 042068106 | SPONSORED ADR | 180,000 | $8,334,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 100,000 | $8,161,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 80,000 | $6,242,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 20,000 | $6,207,000 | thousands by filing date | |
| Ambarella, Inc. | B7KH3G6 | Common Stock | 100,000 | $5,072,000 | thousands by filing date | The CUSIP as filed is malformed. |
| Equinix, Inc. | 29444U502 | EQIX | 20,472 | $4,642,000 | thousands by filing date | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 20,000 | $4,559,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 40,000 | $4,428,000 | thousands by filing date | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 60,000 | $4,363,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 30,000 | $3,677,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 50,000 | $3,635,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 100,000 | $3,587,000 | thousands by filing date | |
| PANDORA MEDIA INC | 698354107 | COM | 200,000 | $3,566,000 | thousands by filing date | |
| LINKEDIN CORP | 53578A108 | COM | 15,000 | $3,446,000 | thousands by filing date | |
| 38259p508 | COM | 6,000 | $3,184,000 | thousands by filing date | ||
| GOOGLE INC | 38259P706 | CL C | 6,000 | $3,158,000 | thousands by filing date | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 40,000 | $2,518,000 | thousands by filing date | |
| VMWARE, INC. | 928563402 | CL A COM | 30,000 | $2,476,000 | thousands by filing date | |
| EXAR CORP | 300645108 | COMMON STOCK | 220,000 | $2,244,000 | thousands by filing date | |
| SINA CORP | 2579230 | COMMON STOCK | 55,000 | $2,056,000 | thousands by filing date | The CUSIP as filed is malformed. |
| INTEVAC INC | 461148108 | COM | 259,683 | $2,018,000 | thousands by filing date | |
| RACKSPACE HOSTING INC | 750086100 | COM | 40,000 | $1,872,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 20,000 | $1,844,000 | thousands by filing date | |
| RUCKUS WIRELESS INC | 781220108 | COM | 150,000 | $1,803,000 | thousands by filing date | |
| VERIFONE SYS INC | 92342Y109 | COM | 40,000 | $1,488,000 | thousands by filing date | |
| E M C CORP MASS | 268648102 | COM | 50,000 | $1,487,000 | thousands by filing date | |
| ROCKET FUEL INC | 773111109 | COMMON STOCK | 60,000 | $967,000 | thousands by filing date | |
| GOGO INC | 38046C109 | COM | 50,000 | $827,000 | thousands by filing date | |
| SOLARCITY CORP | 83416T100 | COM | 13,000 | $695,000 | thousands by filing date | |
| SUNPOWER CORP | 867652406 | COM | 25,931 | $670,000 | thousands by filing date | |
| SUNEDISON INC | 86732Y109 | COM | 31,130 | $607,000 | thousands by filing date | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 10,799 | $559,000 | thousands by filing date | |
| JOHNSON CONTROLS INT F | 478366107 | COM | 10,200 | $493,000 | thousands by filing date | |
| CREE INC | 225447101 | COM | 15,000 | $483,000 | thousands by filing date | |
| FIRST SOLAR INC COM | 336433107 | Stock | 10,000 | $446,000 | thousands by filing date | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 20,000 | $423,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 4,080 | $408,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 2,300 | $378,000 | thousands by filing date | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 10,000 | $369,000 | thousands by filing date | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 11,378 | $330,000 | thousands by filing date | |
| COVANTA HLDG CORP | 22282E102 | COM | 15,000 | $330,000 | thousands by filing date | |
| PRAXAIR INC | 74005P104 | COM | 2,400 | $311,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 2,500 | $288,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 10,000 | $284,000 | thousands by filing date | |
| ITRON INC COM | 465741106 | Stock | 5,565 | $235,000 | thousands by filing date | |
| JA SOLAR HOLDINGS CO LTD | 466090206 | SPON ADR REP5ORD | 13,000 | $106,000 | thousands by filing date | |
| ORION ENERGY SYSTEMS INC | 686275108 | COM | 14,000 | $77,000 | thousands by filing date | |
| YINGLI GREEN ENERGY HLDG CO | 98584B103 | ADR | 20,000 | $47,000 | thousands by filing date | |
| METALICO INC | 591176102 | COM | 11,500 | $4,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-15-001083 | this filing | 2015-02-17 | acceptance time not in the bulk data set |