SiVest Group

Firsthand Capital Management as of June 30, 2020

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 48 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 12.8 $28M 240k 116.53
Chegg Common Stock (CHGG) 10.5 $23M 340k 67.26
Cree Common Stock 5.9 $13M 218k 59.19
Zscaler Common Stock (ZS) 5.0 $11M 100k 109.50
Nutanix Common Stock (NTNX) 4.9 $11M 450k 23.70
Slack Technologies Common Stock 4.4 $9.6M 310k 31.09
Shopify Common Stock (SHOP) 4.3 $9.5M 10k 949.20
Domo Common Stock (DOMO) 3.7 $8.0M 250k 32.17
Netflix Common Stock (NFLX) 3.1 $6.8M 15k 455.07
Twilio Common Stock (TWLO) 3.0 $6.6M 30k 219.43
Peloton Interactive Common Stock (PTON) 2.6 $5.8M 100k 57.77
Pinterest Common Stock (PINS) 2.6 $5.8M 260k 22.17
Coupa Software Common Stock 2.5 $5.5M 20k 277.05
Akamai Technologies Common Stock (AKAM) 2.4 $5.4M 50k 107.10
DocuSign Common Stock (DOCU) 2.4 $5.2M 30k 172.20
SolarEdge Technologies Common Stock (SEDG) 2.3 $5.1M 37k 138.78
2u Common Stock (TWOU) 2.3 $4.9M 130k 37.96
Adobe Systems Common Stock (ADBE) 2.0 $4.4M 10k 435.30
Box Common Stock (BOX) 1.9 $4.2M 200k 20.76
Trade Desk Common Stock (TTD) 1.9 $4.1M 10k 406.50
Splunk Common Stock 1.8 $4.0M 20k 198.70
Kratos Defense & Security Solutions Common Stock (KTOS) 1.7 $3.8M 240k 15.63
Workday Common Stock (WDAY) 1.7 $3.7M 20k 187.35
Zendesk Common Stock 1.6 $3.5M 40k 88.53
Arista Networks Common Stock (ANET) 1.4 $3.2M 15k 210.00
Bill.com Holdings Common Stock (BILL) 1.2 $2.7M 30k 90.20
Enphase Energy Common Stock (ENPH) 1.2 $2.6M 55k 47.56
Guidewire Software Common Stock (GWRE) 1.1 $2.5M 23k 110.84
Palo Alto Networks Common Stock (PANW) 1.1 $2.3M 10k 229.70
MongoDB Common Stock (MDB) 1.0 $2.3M 10k 226.30
Proofpoint Common Stock 1.0 $2.2M 20k 111.10
Okta Common Stock (OKTA) 0.9 $2.0M 10k 200.20
PayPal Holdings Common Stock (PYPL) 0.8 $1.7M 10k 174.20
ViaSat Common Stock (VSAT) 0.7 $1.5M 40k 38.38
GW Pharmaceuticals Common Stock 0.6 $1.4M 11k 122.73
Maxar Technologyies Common Stock 0.5 $1.1M 60k 17.97
Itron Common Stock (ITRI) 0.2 $369k 5.6k 66.31
Koninklijke Common Stock (PHG) 0.1 $270k 5.8k 46.79
First Solar Common Stock (FSLR) 0.1 $248k 5.0k 49.60
Aspen Aerogels Common Stock (ASPN) 0.1 $230k 35k 6.57
ON Semiconductor Corp. Common Stock (ON) 0.1 $198k 10k 19.80
SunPower Corp. - Class B Common Stock (SPWR) 0.1 $153k 20k 7.68
Vivint Solar Common Stock 0.1 $119k 12k 9.92
Phunware Common Stock 0.0 $102k 83k 1.23
Covanta Holding Corp. Common Stock 0.0 $96k 10k 9.60
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $91k 30k 3.03
Curaleaf Holdings Common Stock (CURLF) 0.0 $61k 10k 6.10
Orion Energy Systems Common Stock (OESX) 0.0 $48k 14k 3.43