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SiVest Group

Latest statistics and disclosures from Firsthand Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are WOLF, ROKU, KTOS, ZS, DOCU, and represent 35.75% of Firsthand Capital Management's stock portfolio.
Added to shares of these 7 stocks: ENPH, PLTR, MNDY, Abb, Jazz Pharmaceuticals, MAXN, SWVLW.
Started 6 new stock positions in PLTR, Jazz Pharmaceuticals, Abb, MAXN, SWVLW, MNDY.
Reduced shares in these 10 stocks: ROKU (-$7.5M), NET (-$5.8M), PANW, monday.com, KTOS, WDAY, NNDM, WOLF, ABBNY, TSLA.
Sold out of its positions in ABBNY, Jazz Pharmaceuticals, Maxeon Solar Technologies, monday.com, Swvl Holdings Corp Warrant, NNDM, TMPOQ.
Firsthand Capital Management was a net seller of stock by $-15M.
Firsthand Capital Management has $61M in assets under management (AUM), dropping by -14.89%.
Central Index Key (CIK): 0001476179

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Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wolfspeed Common Stock (WOLF)	8.7	$5.3M	-5%	180k	29.50	View chart
Roku Common Stock (ROKU)	8.0	$4.9M	-60%	75k	65.17	View chart
Kratos Defense & Security Solutions Common Stock (KTOS)	7.0	$4.3M	-24%	235k	18.38	View chart
Zscaler Common Stock (ZS)	6.3	$3.9M		20k	192.63	View chart
DocuSign Common Stock (DOCU)	5.8	$3.6M		60k	59.55	View chart
Netflix Common Stock (NFLX)	4.9	$3.0M		5.0k	607.33	View chart
Enphase Energy Common Stock (ENPH)	4.5	$2.8M	+666%	23k	120.98	View chart
PagerDuty Common Stock (PD)	4.4	$2.7M		120k	22.68	View chart
Palantir Technolgies Common Stock (PLTR)	3.7	$2.3M	NEW	100k	23.01	View chart
Monday.com Common Stock (MNDY)	3.7	$2.3M	NEW	10k	225.87	View chart
Workday Common Stock (WDAY)	3.6	$2.2M	-20%	8.0k	272.75	View chart
Bill.com Holdings Common Stock (BILL)	3.4	$2.1M		30k	68.72	View chart
Domo Common Stock (DOMO)	3.3	$2.1M		230k	8.92	View chart
Chegg Common Stock (CHGG)	3.2	$2.0M		260k	7.57	View chart
Cloudflare Common Stock (NET)	3.2	$1.9M	-75%	20k	96.83	View chart
Twilio Common Stock (TWLO)	3.0	$1.8M		30k	61.15	View chart
MongoDB Common Stock (MDB)	2.9	$1.8M		5.0k	358.64	View chart
Palo Alto Networks Common Stock (PANW)	2.3	$1.4M	-66%	5.0k	284.13	View chart
Quanta Services Common Stock (PWR)	2.1	$1.3M		5.0k	259.80	View chart
Okta Common Stock (OKTA)	1.7	$1.0M		10k	104.62	View chart
SolarEdge Technologies Common Stock (SEDG)	1.5	$923k	-7%	13k	70.98	View chart
First Solar Common Stock (FSLR)	1.4	$844k		5.0k	168.80	View chart
ON Semiconductor Corp. Common Stock (ON)	1.2	$736k		10k	73.55	View chart
Tesla Motors Common Stock (TSLA)	1.1	$703k	-20%	4.0k	175.79	View chart
PayPal Holdings Common Stock (PYPL)	1.1	$670k		10k	66.99	View chart
Fastly Common Stock (FSLY)	1.1	$649k		50k	12.97	View chart
Aspen Aerogels Common Stock (ASPN)	1.0	$616k		35k	17.60	View chart
Axcelis Technologies Adr (ACLS)	0.9	$558k		5.0k	111.52	View chart
Itron Common Stock (ITRI)	0.7	$422k	-17%	4.6k	92.52	View chart
Corning Common Stock (GLW)	0.6	$378k	-30%	12k	32.96	View chart
Abb Common Stock	0.5	$325k	NEW	7.0k	46.36	View chart
Enovix Corporation Common Stock (ENVX)	0.4	$240k		30k	8.01	View chart
Koninklijke Common Stock (PHG)	0.4	$228k		11k	20.00	View chart
STMicroelectronics N.V. - Adr (STM)	0.4	$216k		5.0k	43.24	View chart
Sunrun Common Stock (RUN)	0.2	$153k		12k	13.18	View chart
EVgo Common Stock (EVGO)	0.2	$151k		60k	2.51	View chart
Coursera Common Stock (COUR)	0.2	$140k		10k	14.02	View chart
Honeywell International Common Stock (HON)	0.2	$119k		580.00	205.25	View chart
Power Integrations Common Stock (POWI)	0.2	$114k		1.6k	71.55	View chart
ChargePoint Holdings Common Stock (CHPT)	0.2	$114k		60k	1.90	View chart
Sunnova Energy International Adr (NOVA)	0.1	$92k		15k	6.13	View chart
SunPower Corp. - Class B Common Stock (SPWR)	0.1	$90k		30k	3.00	View chart
Carrier Global Corp. Common Stock (CARR)	0.1	$58k		1.0k	58.13	View chart
Curaleaf Holdings Common Stock (CURLF)	0.1	$53k		10k	5.34	View chart
Arq Common Stock (ARQ)	0.1	$44k		6.8k	6.48	View chart
Amtech Systems Common Stock (ASYS)	0.1	$36k		6.6k	5.41	View chart
Intevac Common Stock (IVAC)	0.0	$22k		5.8k	3.84	View chart
Jazz Pharmaceuticals Common Stock	0.0	$15k	NEW	120.00	120.42	View chart
Accelleron Industries Common Stock (ACLLY)	0.0	$13k		350.00	37.65	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$12k		14k	0.87	View chart
Maxeon Solar Technologies Common Stock (MAXN)	0.0	$8.3k	NEW	2.5k	3.33	View chart
Swvl Holdings Corp Warrant Common Stock (SWVLW)	0.0	$226.661000	NEW	13k	0.02	View chart

Past Filings by Firsthand Capital Management

SEC 13F filings are viewable for Firsthand Capital Management going back to 2010

Firsthand Capital Management 2024 Q1 filed May 15, 2024
Firsthand Capital Management 2023 Q4 filed Feb. 14, 2024
Firsthand Capital Management 2023 Q3 filed Nov. 14, 2023
Firsthand Capital Management 2023 Q2 filed Aug. 14, 2023
Firsthand Capital Management 2023 Q1 filed May 18, 2023
Firsthand Capital Management 2022 Q4 filed Feb. 14, 2023
Firsthand Capital Management 2022 Q3 filed Nov. 14, 2022
Firsthand Capital Management 2022 Q2 filed Aug. 15, 2022
Firsthand Capital Management 2022 Q1 filed May 13, 2022
Firsthand Capital Management 2021 Q4 filed Feb. 15, 2022
Firsthand Capital Management 2021 Q3 filed Nov. 12, 2021
Firsthand Capital Management 2021 Q2 filed Aug. 13, 2021
Firsthand Capital Management 2021 Q1 filed May 12, 2021
Firsthand Capital Management 2020 Q4 filed Feb. 16, 2021
Firsthand Capital Management 2020 Q3 filed Nov. 10, 2020
Firsthand Capital Management 2020 Q2 filed Aug. 12, 2020

View all past filings

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