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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
1
1
1
6
3
10
Kevin LandisHM-KEY
FIRSTHAND CAPITAL MANAGEMENT INC
Time Period2019-03-31

Total Holdings47

Total Value ($x1000)268,331

Investment StyleGrowth

Activities
New5

Increased8

Unchanged32

Decreased2

Sold Out7

Top 10 Stock Holdingstotal 55.73%
ANET8.2

PHUN7.63

TWLO6.74

ROKU6.25

FB4.66

 
NFLX4.65

CREE4.65

AMAT4.43

MSFT4.4

CHGG4.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ANET
8.2%
COM
PHUN
7.63%
COM
TWLO
6.74%
CL A
ROKU
6.25%
CL A
FB
4.66%
CL A
NFLX
4.65%
COM
CREE
4.65%
COM
AMAT
4.43%
COM
MSFT
4.4%
COM
CHGG
4.12%
COM
AMZN
3.98%
COM
NTNX
3.52%
CL A
GOOG
3.5%
CAP STK CL C
NVDA
3.35%
COM
IIVI
3.05%
COM
TSM
2.29%
SPONSORED ADR
WDAY
2.16%
CL A
MTCH
2.11%
COM
GWRE
1.99%
COM
ADBE
1.99%
COM
SPLK
1.86%
COM
PANW
1.81%
COM
PFPT
1.81%
COM
BOX
1.8%
CL A
BABA
1.7%
SPONSORED ADS
PYPL
1.55%
COM
ZS
1.32%
COM
VSAT
0.87%
COM
SQ
0.84%
CL A
PSTG
0.81%
CL A
SEDG
0.66%
COM
FIT
0.22%
CL A
QUIK
0.19%
COM
POWI
0.15%
COM
FSLR
0.1%
COM
ITRI
0.1%
COM
HON
0.09%
COM
PHG
0.09%
NY REG SH NEW
GLW
0.08%
COM
MMM
0.08%
COM
CVA
0.06%
COM
SPWR
0.05%
COM
UEPS
0.04%
COM NEW
ASPN
0.03%
COM
VSLR
0.02%
COM
OESX
< 0.01%
COM
SUNE
< 0.01%
COM
MDB
2.11%
CL A
P
1.02%
COM
BIDU
1%
SPON ADR REP A
AAPL
0.95%
COM
OKTA
0.8%
CL A
COUP
0.79%
COM
MXL
0.33%
CL A