SiVest Group

Firsthand Capital Management as of Dec. 31, 2023

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 53 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wolfspeed Common Stock (WOLF) 10.9 $7.8M 190k 41.22
Roku Common Stock (ROKU) 10.2 $7.3M 190k 38.59
Kratos Defense & Security Solutions Common Stock (KTOS) 8.2 $5.9M 310k 18.98
Zscaler Common Stock (ZS) 6.1 $4.4M 20k 221.56
DocuSign Common Stock (DOCU) 4.9 $3.6M 60k 59.45
Cloudflare Common Stock (NET) 4.6 $3.3M 80k 41.63
ChargePoint Holdings Common Stock (CHPT) 4.2 $3.0M 60k 50.65
Chegg Common Stock (CHGG) 4.1 $3.0M 260k 11.36
monday.com Common Stock 3.9 $2.8M 20k 140.86
PagerDuty Common Stock (PD) 3.9 $2.8M 120k 23.15
Workday Common Stock (WDAY) 3.8 $2.8M 10k 276.06
Bill.com Holdings Common Stock (BILL) 3.4 $2.4M 30k 81.59
Netflix Common Stock (NFLX) 3.4 $2.4M 5.0k 486.88
Domo Common Stock (DOMO) 3.3 $2.4M 230k 10.29
Twilio Common Stock (TWLO) 3.2 $2.3M 30k 75.87
MongoDB Common Stock (MDB) 2.8 $2.0M 5.0k 408.85
Palo Alto Networks Common Stock (PANW) 2.0 $1.5M 15k 98.29
SolarEdge Technologies Common Stock (SEDG) 1.7 $1.2M 14k 86.91
Quanta Services Common Stock (PWR) 1.5 $1.1M 5.0k 215.80
Tesla Motors Common Stock (TSLA) 1.4 $994k 5.0k 198.78
Okta Common Stock (OKTA) 1.3 $905k 10k 90.53
Fastly Common Stock (FSLY) 1.2 $890k 50k 17.80
First Solar Common Stock (FSLR) 1.2 $861k 5.0k 172.28
ON Semiconductor Corp. Common Stock (ON) 1.2 $835k 10k 83.53
Axcelis Technologies Adr (ACLS) 0.9 $649k 5.0k 129.69
PayPal Holdings Common Stock (PYPL) 0.9 $614k 10k 61.41
SunPower Corp. - Class B Common Stock (SPWR) 0.8 $552k 30k 18.45
Nano Dimension Common Stock (NNDM) 0.7 $501k 200k 2.51
Enphase Energy Common Stock (ENPH) 0.6 $420k 3.0k 140.07
Corning Common Stock (GLW) 0.5 $376k 17k 22.82
Aspen Aerogels Common Stock (ASPN) 0.4 $310k 35k 8.86
STMicroelectronics N.V. - Common Stock (STM) 0.4 $265k 5.0k 53.07
Sunnova Energy International Adr (NOVA) 0.3 $251k 15k 16.71
Abb Common Stock (ABBNY) 0.3 $229k 7.0k 32.68
EVgo Common Stock (EVGO) 0.3 $228k 60k 3.80
Koninklijke Common Stock (PHG) 0.3 $215k 11k 18.89
Power Integrations Common Stock (POWI) 0.3 $194k 1.6k 121.21
Itron Common Stock (ITRI) 0.2 $145k 5.6k 25.98
Enovix Corporation Common Stock (ENVX) 0.2 $140k 30k 4.68
Tempo Automation Common Stock (TMPOQ) 0.2 $131k 520k 0.25
Coursera Common Stock (COUR) 0.2 $122k 10k 12.16
Amtech Systems Common Stock (ASYS) 0.1 $57k 6.6k 8.70
Carrier Global Corp. Common Stock (CARR) 0.1 $41k 1.0k 40.60
Maxeon Solar Technologies Common Stock 0.0 $28k 2.5k 11.13
Orion Energy Systems Common Stock (OESX) 0.0 $25k 14k 1.79
Jazz Pharmaceuticals Common Stock 0.0 $20k 120.00 168.87
Honeywell International Common Stock (HON) 0.0 $18k 580.00 30.79
Intevac Common Stock (IVAC) 0.0 $15k 5.8k 2.54
Curaleaf Holdings Common Stock (CURLF) 0.0 $12k 10k 1.21
Advanced Emissions Solutions Common Stock (ARQ) 0.0 $11k 6.8k 1.60
Sunrun Common Stock (RUN) 0.0 $168.200000 12k 0.01
Accelleron Industries Common Stock (ACLLY) 0.0 $87.990000 350.00 0.25
Swvl Holdings Corp Warrant Common Stock 0.0 $0 13k 0.00