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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
3
0
3
0
0
1
9
4
11
Kevin LandisHM-KEY
FIRSTHAND CAPITAL MANAGEMENT INC
Time Period2018-09-30

Total Holdings51

Total Value ($x1000)212,146

Investment StyleGrowth

Activities
New5

Increased1

Unchanged39

Decreased6

Sold Out5

Top 10 Stock Holdingstotal 61.86%
ROKU16.87

ANET8.77

NTNX6.26

NFLX6.17

TWLO5.69

 
AMZN4.72

CHGG3.89

FB3.49

ADBE3.18

BOX2.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ROKU
16.87%
CL A
ANET
8.77%
COM
NTNX
6.26%
CL A
NFLX
6.17%
COM
TWLO
5.69%
CL A
AMZN
4.72%
COM
CHGG
3.89%
COM
FB
3.49%
CL A
ADBE
3.18%
COM
BOX
2.82%
CL A
MTCH
2.73%
COM
BABA
2.72%
SPONSORED ADS
GWRE
2.62%
COM
VSAT
2.41%
COM
SPLK
2.28%
COM
GOOG
2.26%
CAP STK CL C
IIVI
2.23%
COM
PANW
2.12%
COM
CREE
2.11%
COM
WDAY
2.06%
CL A
PYPL
1.66%
COM
BIDU
1.62%
SPON ADR REP A
PFPT
1.5%
COM
PSTG
1.22%
CL A
TWTR
1.07%
COM
TSM
1.04%
SPONSORED ADR
EQIX
1.03%
COM PAR $0.001
AAPL
1.01%
COM
P
0.9%
COM
MXL
0.66%
CL A
QUIK
0.57%
COM
ZS
0.38%
COM
FIT
0.25%
CL A
POWI
0.17%
COM
ITRI
0.17%
COM
FSLR
0.16%
COM
SEDG
0.12%
COM
PHG
0.12%
NY REG SH NEW
HON
0.12%
COM
UEPS
0.11%
COM NEW
GLW
0.11%
COM
PX
0.11%
COM
MMM
0.1%
COM
UTX
0.1%
COM
CVA
0.08%
COM
ASPN
0.08%
COM
SPWR
0.07%
COM
IVAC
0.04%
COM
VSLR
0.03%
COM
OESX
0.01%
COM
SUNE
< 0.01%
COM
WU
1.91%
COM
AMBA
0.91%
SHS
SOFTBANK...
0.67%
COMMON STOCK
ITW
0.65%
COM
JASO
0.04%
SPON ADR REP5ORD