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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 40.28% of Firsthand Capital Management's stock portfolio.
Added to shares of these 10 stocks: ROKU, monday.com, NET, TSLA, TMPOQ, SEDG, ASYS, CARR, Maxeon Solar Technologies, OESX.
Started 12 new stock positions in Maxeon Solar Technologies, IVAC, monday.com, CURLF, ASYS, TMPOQ, Jazz Pharmaceuticals, ACLLY, OESX, ARQ. CARR, Swvl Holdings Corp Warrant.
Reduced shares in these 6 stocks: MNDY, ENPH, PLTR, VWDRY, , SWVLW.
Sold out of its positions in LSAK, PLTR, VWDRY, SWVLW, MNDY.
Firsthand Capital Management was a net buyer of stock by $561k.
Firsthand Capital Management has $72M in assets under management (AUM), dropping by 4.00%.
Central Index Key (CIK): 0001476179

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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	View chart
Roku Common Stock (ROKU)	10.2	$7.3M	+90%	190k	38.59	View chart
Kratos Defense & Security Solutions Common Stock (KTOS)	8.2	$5.9M		310k	18.98	View chart
Zscaler Common Stock (ZS)	6.1	$4.4M		20k	221.56	View chart
DocuSign Common Stock (DOCU)	4.9	$3.6M		60k	59.45	View chart
Cloudflare Common Stock (NET)	4.6	$3.3M	+100%	80k	41.63	View chart
ChargePoint Holdings Common Stock (CHPT)	4.2	$3.0M		60k	50.65	View chart
Chegg Common Stock (CHGG)	4.1	$3.0M		260k	11.36	View chart
monday.com Common Stock	3.9	$2.8M	NEW	20k	140.86	View chart
PagerDuty Common Stock (PD)	3.9	$2.8M		120k	23.15	View chart
Workday Common Stock (WDAY)	3.8	$2.8M		10k	276.06	View chart
Bill.com Holdings Common Stock (BILL)	3.4	$2.4M		30k	81.59	View chart
Netflix Common Stock (NFLX)	3.4	$2.4M		5.0k	486.88	View chart
Domo Common Stock (DOMO)	3.3	$2.4M		230k	10.29	View chart
Twilio Common Stock (TWLO)	3.2	$2.3M		30k	75.87	View chart
MongoDB Common Stock (MDB)	2.8	$2.0M		5.0k	408.85	View chart
Palo Alto Networks Common Stock (PANW)	2.0	$1.5M		15k	98.29	View chart
SolarEdge Technologies Common Stock (SEDG)	1.7	$1.2M	+7%	14k	86.91	View chart
Quanta Services Common Stock (PWR)	1.5	$1.1M		5.0k	215.80	View chart
Tesla Motors Common Stock (TSLA)	1.4	$994k	+25%	5.0k	198.78	View chart
Okta Common Stock (OKTA)	1.3	$905k		10k	90.53	View chart
Fastly Common Stock (FSLY)	1.2	$890k		50k	17.80	View chart
First Solar Common Stock (FSLR)	1.2	$861k		5.0k	172.28	View chart
ON Semiconductor Corp. Common Stock (ON)	1.2	$835k		10k	83.53	View chart
Axcelis Technologies Adr (ACLS)	0.9	$649k		5.0k	129.69	View chart
PayPal Holdings Common Stock (PYPL)	0.9	$614k		10k	61.41	View chart
SunPower Corp. - Class B Common Stock (SPWR)	0.8	$552k		30k	18.45	View chart
Nano Dimension Common Stock (NNDM)	0.7	$501k		200k	2.51	View chart
Enphase Energy Common Stock (ENPH)	0.6	$420k	-86%	3.0k	140.07	View chart
Corning Common Stock (GLW)	0.5	$376k		17k	22.82	View chart
Aspen Aerogels Common Stock (ASPN)	0.4	$310k		35k	8.86	View chart
STMicroelectronics N.V. - Common Stock (STM)	0.4	$265k		5.0k	53.07	View chart
Sunnova Energy International Adr (NOVA)	0.3	$251k		15k	16.71	View chart
Abb Common Stock (ABBNY)	0.3	$229k		7.0k	32.68	View chart
EVgo Common Stock (EVGO)	0.3	$228k		60k	3.80	View chart
Koninklijke Common Stock (PHG)	0.3	$215k		11k	18.89	View chart
Power Integrations Common Stock (POWI)	0.3	$194k		1.6k	121.21	View chart
Itron Common Stock (ITRI)	0.2	$145k		5.6k	25.98	View chart
Enovix Corporation Common Stock (ENVX)	0.2	$140k		30k	4.68	View chart
Tempo Automation Common Stock (TMPOQ)	0.2	$131k	NEW	520k	0.25	View chart
Coursera Common Stock (COUR)	0.2	$122k		10k	12.16	View chart
Amtech Systems Common Stock (ASYS)	0.1	$57k	NEW	6.6k	8.70	View chart
Carrier Global Corp. Common Stock (CARR)	0.1	$41k	NEW	1.0k	40.60	View chart
Maxeon Solar Technologies Common Stock	0.0	$28k	NEW	2.5k	11.13	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$25k	NEW	14k	1.79	View chart
Jazz Pharmaceuticals Common Stock	0.0	$20k	NEW	120.00	168.87	View chart
Honeywell International Common Stock (HON)	0.0	$18k		580.00	30.79	View chart
Intevac Common Stock (IVAC)	0.0	$15k	NEW	5.8k	2.54	View chart
Curaleaf Holdings Common Stock (CURLF)	0.0	$12k	NEW	10k	1.21	View chart
Advanced Emissions Solutions Common Stock (ARQ)	0.0	$11k	NEW	6.8k	1.60	View chart
Sunrun Common Stock (RUN)	0.0	$168.200000		12k	0.01	View chart
Accelleron Industries Common Stock (ACLLY)	0.0	$87.990000	NEW	350.00	0.25	View chart
Swvl Holdings Corp Warrant Common Stock	0.0	$0	NEW	13k	0.00	View chart

Past Filings by Firsthand Capital Management

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

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
Firsthand Capital Management 2020 Q1 filed May 15, 2020

View all past filings

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