Find Hedge Fund Portfolio
Hedge Fund Manager
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
1
0
3
0
1
1
6
3
12
Kevin LandisHM-KEY
FIRSTHAND CAPITAL MANAGEMENT INC
Time Period2018-12-31

Total Holdings49

Total Value ($x1000)158,549

Investment StyleGrowth

Activities
New5

Increased3

Unchanged31

Decreased10

Sold Out7

Top 10 Stock Holdingstotal 55.66%
ANET9.3

TWLO7.89

ROKU6.86

NTNX6.56

NFLX5.91

 
CHGG5.2

CREE3.72

FB3.72

PHUN3.48

WDAY3.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ANET
9.3%
COM
TWLO
7.89%
CL A
ROKU
6.86%
CL A
NTNX
6.56%
CL A
NFLX
5.91%
COM
CHGG
5.2%
COM
CREE
3.72%
COM
FB
3.72%
CL A
PHUN
3.48%
COM
WDAY
3.02%
CL A
ADBE
2.85%
COM
AMZN
2.84%
COM
GWRE
2.78%
COM
MTCH
2.7%
COM
BOX
2.66%
CL A
SPLK
2.65%
COM
GOOG
2.62%
CAP STK CL C
PANW
2.38%
COM
BABA
2.16%
SPONSORED ADS
PYPL
2.12%
COM
PFPT
2.11%
COM
MDB
2.11%
CL A
IIVI
2.05%
COM
ZS
1.24%
COM
TSM
1.16%
SPONSORED ADR
VSAT
1.12%
COM
P
1.02%
COM
PSTG
1.01%
CL A
BIDU
1%
SPON ADR REP A
AAPL
0.95%
COM
NVDA
0.84%
COM
OKTA
0.8%
CL A
COUP
0.79%
COM
QUIK
0.46%
COM
MXL
0.33%
CL A
FIT
0.31%
CL A
POWI
0.22%
COM
ITRI
0.17%
COM
SEDG
0.16%
COM
FSLR
0.13%
COM
HON
0.13%
COM
PHG
0.13%
NY REG SH NEW
UEPS
0.09%
COM NEW
CVA
0.08%
COM
SPWR
0.06%
COM
ASPN
0.05%
COM
VSLR
0.03%
COM
OESX
0.01%
COM
SUNE
< 0.01%
COM
TWTR
1.07%
COM
EQIX
1.03%
COM PAR $0.001
GLW
0.11%
COM
PX
0.11%
COM
MMM
0.1%
COM
UTX
0.1%
COM
IVAC
0.04%
COM