Firsthand Capital Management as of March 31, 2020
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 47 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roku (ROKU) | 16.7 | $21M | 240k | 87.48 | |
| Chegg (CHGG) | 9.6 | $12M | 340k | 35.78 | |
| Twilio Inc cl a (TWLO) | 7.1 | $8.9M | 100k | 89.49 | |
| Cree | 6.1 | $7.7M | 218k | 35.46 | |
| Nutanix Inc cl a (NTNX) | 5.6 | $7.1M | 450k | 15.80 | |
| Zscaler Incorporated (ZS) | 4.8 | $6.1M | 100k | 60.86 | |
| Netflix (NFLX) | 4.5 | $5.6M | 15k | 375.53 | |
| Ii-vi | 3.6 | $4.6M | 160k | 28.50 | |
| Kratos Defense & Security Solutions (KTOS) | 2.6 | $3.3M | 240k | 13.84 | |
| Slack Technologies | 2.6 | $3.2M | 120k | 26.84 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $3.2M | 10k | 318.20 | |
| Arista Networks (ANET) | 2.4 | $3.0M | 15k | 202.53 | |
| Solaredge Technologies (SEDG) | 2.4 | $3.0M | 37k | 81.89 | |
| Coupa Software | 2.2 | $2.8M | 20k | 139.75 | |
| NVIDIA Corporation (NVDA) | 2.1 | $2.6M | 10k | 263.60 | |
| Workday Inc cl a (WDAY) | 2.1 | $2.6M | 20k | 130.20 | |
| Zendesk | 2.0 | $2.6M | 40k | 64.00 | |
| stock | 2.0 | $2.5M | 20k | 126.25 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.8 | $2.3M | 1.0k | 2269.00 | |
| Proofpoint | 1.6 | $2.1M | 20k | 102.60 | |
| Domo Cl B Ord (DOMO) | 1.6 | $2.0M | 200k | 9.94 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $1.9M | 1.0k | 1883.00 | |
| Guidewire Software (GWRE) | 1.4 | $1.8M | 23k | 79.29 | |
| 4068594 Enphase Energy (ENPH) | 1.4 | $1.8M | 55k | 32.29 | |
| Palo Alto Networks (PANW) | 1.3 | $1.6M | 10k | 164.00 | |
| ViaSat (VSAT) | 1.1 | $1.4M | 40k | 35.92 | |
| Mongodb Inc. Class A (MDB) | 1.1 | $1.4M | 10k | 136.50 | |
| Okta Inc cl a (OKTA) | 1.0 | $1.2M | 10k | 122.30 | |
| Gw Pharmaceuticals Plc ads | 0.8 | $963k | 11k | 87.55 | |
| Paypal Holdings (PYPL) | 0.8 | $957k | 10k | 95.70 | |
| Docusign (DOCU) | 0.7 | $924k | 10k | 92.40 | |
| Square Inc cl a (SQ) | 0.4 | $524k | 10k | 52.40 | |
| Power Integrations (POWI) | 0.4 | $512k | 5.8k | 88.29 | |
| Phunware | 0.4 | $461k | 683k | 0.68 | |
| 2u (TWOU) | 0.3 | $424k | 20k | 21.20 | |
| Bill Com Holdings Ord (BILL) | 0.3 | $342k | 10k | 34.20 | |
| Itron (ITRI) | 0.2 | $311k | 5.6k | 55.88 | |
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $232k | 5.8k | 40.21 | |
| Aspen Aerogels (ASPN) | 0.2 | $215k | 35k | 6.14 | |
| ON Semiconductor (ON) | 0.1 | $124k | 10k | 12.40 | |
| Quicklogic Corp. (QUIK) | 0.1 | $122k | 43k | 2.85 | |
| Sunpower (SPWR) | 0.1 | $101k | 20k | 5.07 | |
| Net 1 UEPS Technologies (LSAK) | 0.1 | $87k | 30k | 2.90 | |
| Covanta Holding Corporation | 0.1 | $86k | 10k | 8.60 | |
| Orion Energy Systems (OESX) | 0.0 | $52k | 14k | 3.71 | |
| Vivint Solar | 0.0 | $52k | 12k | 4.33 | |
| Curaleaf Holdings Inc equities (CURLF) | 0.0 | $39k | 10k | 3.90 |
