SiVest Group

Firsthand Capital Management as of Sept. 30, 2023

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 46 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wolfspeed Common Stock (WOLF) 10.4 $7.2M 190k 38.10
Roku Common Stock (ROKU) 10.2 $7.1M 100k 70.59
Kratos Defense & Security Solutions Common Stock (KTOS) 6.7 $4.7M 310k 15.02
Palo Alto Networks Common Stock (PANW) 5.1 $3.5M 15k 234.44
Bill Holdings Common Stock (BILL) 4.7 $3.3M 30k 108.57
Monday.com Common Stock (MNDY) 4.6 $3.2M 20k 159.22
Zscaler Common Stock (ZS) 4.5 $3.1M 20k 155.59
Enphase Energy Common Stock (ENPH) 4.0 $2.8M 23k 120.15
Pagerduty Common Stock (PD) 3.9 $2.7M 120k 22.49
Cloudflare Common Stock (NET) 3.6 $2.5M 40k 63.04
Docusign Common Stock (DOCU) 3.6 $2.5M 60k 42.00
Chegg Common Stock (CHGG) 3.3 $2.3M 260k 8.92
Domo Common Stock (DOMO) 3.3 $2.3M 230k 9.81
Workday Common Stock (WDAY) 3.1 $2.1M 10k 214.85
Netflix Common Stock (NFLX) 2.7 $1.9M 5.0k 377.60
Twilio Common Stock (TWLO) 2.5 $1.8M 30k 58.53
Mongodb Common Stock (MDB) 2.5 $1.7M 5.0k 345.86
Solaredge Technologies Common Stock (SEDG) 2.4 $1.7M 13k 129.51
Palantir Technologies Common Stock (PLTR) 2.3 $1.6M 100k 16.00
Tesla Common Stock (TSLA) 1.4 $1.0M 4.0k 250.22
Fastly Common Stock (FSLY) 1.4 $959k 50k 19.17
Quanta Services Common Stock (PWR) 1.3 $935k 5.0k 187.07
On Semiconductor Corp Common Stock (ON) 1.3 $930k 10k 92.95
Axcelis Technologies Adr (ACLS) 1.2 $815k 5.0k 163.05
Okta Common Stock (OKTA) 1.2 $815k 10k 81.51
First Solar Common Stock (FSLR) 1.2 $808k 5.0k 161.59
Paypal Holdings Common Stock (PYPL) 0.8 $585k 10k 58.46
Nano Dimension Common Stock (NNDM) 0.8 $544k 200k 2.72
Corning Common Stock (GLW) 0.7 $502k 17k 30.47
Enovix Corp Common Stock (ENVX) 0.5 $377k 30k 12.55
Itron Common Stock (ITRI) 0.5 $337k 5.6k 60.58
Vestas Wind Systems A/s Common Stock (VWDRY) 0.5 $318k 15k 21.21
Aspen Aerogels Common Stock (ASPN) 0.4 $301k 35k 8.60
Chargepoint Holdings Common Stock (CHPT) 0.4 $298k 60k 4.97
Abb Common Stock (ABBNY) 0.4 $249k 7.0k 35.59
Koninklijke Philips Nv Common Stock (PHG) 0.3 $227k 11k 19.94
Stmicroelectronics Nv Common Stock (STM) 0.3 $216k 5.0k 43.16
Evgo Common Stock (EVGO) 0.3 $203k 60k 3.38
Coursera Common Stock (COUR) 0.3 $187k 10k 18.69
Sunpower Corp Common Stock (SPWR) 0.3 $185k 30k 6.17
Sunnova Energy International Adr (NOVA) 0.2 $157k 15k 10.47
Sunrun Common Stock (RUN) 0.2 $146k 12k 12.56
Power Integrations Common Stock (POWI) 0.2 $122k 1.6k 76.31
Lesaka Technologies Common Stock (LSAK) 0.2 $117k 30k 3.90
Honeywell International Common Stock (HON) 0.2 $107k 580.00 184.74
Swvl Holdings Corp Common Stock (SWVLW) 0.0 $130.663400 13k 0.01