SiVest

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

Portfolio Holdings for Firsthand Capital Management

Companies in the Firsthand Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Roku Inc 16.65 240000 87.48
Chegg 9.65 340000 35.78
Twilio Inc cl a 7.10 100000 -28% 89.49
Cree (CREE) 6.13 218000 35.46
Nutanix Inc cl a 5.64 450000 15.80
Zscaler Incorporated 4.83 100000 60.86
Netflix (NFLX) 4.47 15000 -57% 375.53
II-VI (IIVI) 3.62 160000 28.50
Kratos Defense & Security Solutions (KTOS) 2.63 240000 13.84
Slack Technologies Inc 2.55 120000 NEW 26.84
Adobe Systems Incorporated (ADBE) 2.52 10000 -50% 318.20
Arista Networks 2.41 15000 -78% 202.53
Solaredge Technologies 2.40 37000 -35% 81.89
Coupa Software 2.22 20000 139.75
NVIDIA Corporation (NVDA) 2.09 10000 -75% 263.60
Workday Inc cl a 2.07 20000 -33% 130.20
Zendesk 2.03 40000 64.00
stock 2.00 20000 -50% 126.25
Invesco Qqq Trust Series 1 1.80 1000 NEW 2269.00
Proofpoint 1.63 20000 -50% 102.60
Domo Cl B Ord 1.58 200000 +300% 9.94
SPDR S&P; 500 ETF (SPY) 1.49 1000 NEW 1883.00
Guidewire Software 1.41 22500 -59% 79.29
4068594 Enphase Energy 1.41 55000 -64% 32.29
Palo Alto Networks 1.30 10000 -50% 164.00
ViaSat (VSAT) 1.14 40000 35.92
Mongodb Inc. Class A 1.08 10000 136.50
Okta Inc cl a 0.97 10000 -50% 122.30
Gw Pharmaceuticals Plc ads 0.76 11000 87.55
Paypal Holdings 0.76 10000 -75% 95.70
Docusign Inc 0.73 10000 NEW 92.40
Square Inc cl a 0.42 10000 -75% 52.40
Power Integrations (POWI) 0.41 5799 88.29
Phunware Inc 0.37 682913 0.68
2u 0.34 20000 -80% 21.20
Bill Com Holdings Ord 0.27 10000 NEW 34.20
Itron (ITRI) 0.25 5565 55.88
Koninklijke Philips Electronics NV (PHG) 0.18 5770 40.21
Aspen Aerogels 0.17 35000 6.14
ON Semiconductor (ONNN) 0.10 10000 12.40
Quicklogic Corp. 0.10 42857 NEW 2.85
Sunpower 0.08 19931 5.07
Net 1 UEPS Technologies (UEPS) 0.07 30000 2.90
Covanta Holding Corporation (CVA) 0.07 10000 8.60
Orion Energy Systems (OESX) 0.04 14000 3.71
Vivint Solar 0.04 12000 4.33
Curaleaf Holdings Inc equities 0.03 10000 3.90

Past Filings by Firsthand Capital Management

View past SEC 13F filings by Firsthand Capital Management

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