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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 ROKU, WOLF, NET, ENPH, SEDG, and represent 43.64% of Firsthand Capital Management's stock portfolio.
Added to shares of these 4 stocks: NNDM, ENVX, STM, TMPO.
Started 3 new stock positions in STM, NNDM, ENVX.
Reduced shares in these 2 stocks: ENPH, ROKU.
Firsthand Capital Management was a net seller of stock by $-2.6M.
Firsthand Capital Management has $92M in assets under management (AUM), dropping by 7.47%.
Central Index Key (CIK): 0001476179

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Portfolio Holdings for Firsthand Capital Management

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roku Common Stock (ROKU)	15.0	$14M	-12%	210k	65.82	View chart
Wolfspeed Common Stock (WOLF)	13.4	$12M		190k	64.95	View chart
Cloudflare Common Stock (NET)	5.4	$4.9M		80k	61.66	View chart
Enphase Energy Common Stock (ENPH)	5.3	$4.8M	-30%	23k	210.28	View chart
SolarEdge Technologies Common Stock (SEDG)	4.6	$4.3M		14k	303.95	View chart
Chegg Common Stock (CHGG)	4.6	$4.2M		260k	16.30	View chart
PagerDuty Common Stock (PD)	4.6	$4.2M		120k	34.98	View chart
Kratos Defense & Security Solutions Common Stock (KTOS)	4.5	$4.2M		310k	13.48	View chart
Zscaler Common Stock (ZS)	3.8	$3.5M		30k	116.83	View chart
DocuSign Common Stock (DOCU)	3.8	$3.5M		60k	58.30	View chart
Netflix Common Stock (NFLX)	3.8	$3.5M		10k	345.48	View chart
Domo Common Stock (DOMO)	3.5	$3.3M		230k	14.19	View chart
Palo Alto Networks Common Stock (PANW)	3.3	$3.0M		15k	199.74	View chart
monday.com Common Stock (MNDY)	3.1	$2.9M		20k	142.75	View chart
Bill.com Holdings Common Stock (BILL)	2.6	$2.4M		30k	81.14	View chart
Workday Common Stock (WDAY)	2.2	$2.1M		10k	206.54	View chart
Twilio Common Stock (TWLO)	2.2	$2.0M		30k	66.63	View chart
MongoDB Common Stock (MDB)	1.3	$1.2M		5.0k	233.12	View chart
First Solar Common Stock (FSLR)	1.2	$1.1M		5.0k	217.50	View chart
Tesla Motors Common Stock (TSLA)	1.1	$1.0M		5.0k	207.46	View chart
Fastly Common Stock (FSLY)	1.0	$888k		50k	17.76	View chart
Okta Common Stock (OKTA)	0.9	$862k		10k	86.24	View chart
Quanta Services Common Stock (PWR)	0.9	$833k		5.0k	166.64	View chart
ON Semiconductor Corp. Common Stock (ON)	0.9	$823k		10k	82.32	View chart
PayPal Holdings Common Stock (PYPL)	0.8	$759k		10k	75.94	View chart
ChargePoint Holdings Common Stock (CHPT)	0.7	$628k		60k	10.47	View chart
Corning Common Stock (GLW)	0.6	$581k		17k	35.28	View chart
Nano Dimension Common Stock (NNDM)	0.6	$578k	NEW	200k	2.89	View chart
EVgo Common Stock (EVGO)	0.5	$467k		60k	7.79	View chart
Enovix Corporation Common Stock (ENVX)	0.5	$447k	NEW	30k	14.91	View chart
Tempo Automation Common Stock (TMPO)	0.5	$422k	+160%	520k	0.81	View chart
SunPower Corp. - Class B Common Stock (SPWR)	0.4	$414k		30k	13.84	View chart
Itron Common Stock (ITRI)	0.3	$309k		5.6k	55.45	View chart
STMicroelectronics N.V. - Common Stock (STM)	0.3	$268k	NEW	5.0k	53.49	View chart
Aspen Aerogels Common Stock (ASPN)	0.3	$261k		35k	7.45	View chart
Abb Common Stock (ABB)	0.3	$240k		7.0k	34.30	View chart
Sunnova Energy International Adr (NOVA)	0.3	$234k		15k	15.62	View chart
Sunrun Common Stock (RUN)	0.3	$234k		12k	20.15	View chart
Koninklijke Common Stock (PHG)	0.2	$200k		11k	18.35	View chart
Lesaka Technologies Common Stock (LSAK)	0.2	$144k		30k	4.80	View chart
Coursera Common Stock (COUR)	0.1	$115k		10k	11.52	View chart
Astra Space Common Stock (ASTR)	0.1	$85k		200k	0.42	View chart
CytoDyn Adr (CYDY)	0.1	$80k		223k	0.36	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$28k		14k	2.03	View chart
Curaleaf Holdings Common Stock (CURLF)	0.0	$28k		10k	2.81	View chart
Swvl Holdings Corp Warrant Common Stock (SWVLW)	0.0	$277.326400		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 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
Firsthand Capital Management 2019 Q4 filed Feb. 12, 2020
Firsthand Capital Management 2019 Q3 filed Nov. 7, 2019
Firsthand Capital Management 2019 Q2 filed Aug. 14, 2019

View all past filings

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