SiVest Group

Firsthand Capital Management as of Sept. 30, 2020

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 51 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 18.0 $45M 240k 188.80
Chegg Common Stock (CHGG) 9.6 $24M 340k 71.44
Zscaler Common Stock (ZS) 5.6 $14M 100k 140.69
Cree Common Stock 5.5 $14M 218k 63.74
Pinterest Common Stock (PINS) 4.3 $11M 260k 41.51
Nutanix Common Stock (NTNX) 4.0 $10M 450k 22.18
Peloton Interactive Common Stock (PTON) 3.9 $9.9M 100k 99.24
Domo Common Stock (DOMO) 3.8 $9.6M 250k 38.33
SolarEdge Technologies Common Stock (SEDG) 3.5 $8.8M 37k 238.35
Slack Technologies Common Stock 3.3 $8.3M 310k 26.86
Netflix Common Stock (NFLX) 3.0 $7.5M 15k 500.00
Twilio Common Stock (TWLO) 2.9 $7.4M 30k 247.10
DocuSign Common Stock (DOCU) 2.6 $6.5M 30k 215.23
Akamai Technologies Common Stock (AKAM) 2.2 $5.5M 50k 110.54
Coupa Software Common Stock 2.2 $5.5M 20k 274.25
Bill.com Holdings Common Stock (BILL) 2.0 $5.0M 50k 100.32
Adobe Systems Common Stock (ADBE) 1.9 $4.9M 10k 490.40
Kratos Defense & Security Solutions Common Stock (KTOS) 1.8 $4.6M 240k 19.28
Enphase Energy Common Stock (ENPH) 1.8 $4.5M 55k 82.58
2u Common Stock 1.7 $4.4M 130k 33.86
Workday Common Stock (WDAY) 1.7 $4.3M 20k 215.15
Zendesk Common Stock 1.6 $4.1M 40k 102.92
Splunk Common Stock 1.5 $3.8M 20k 188.15
Box Common Stock (BOX) 1.4 $3.5M 200k 17.36
Arista Networks Common Stock 1.2 $3.1M 15k 206.93
Palo Alto Networks Common Stock (PANW) 1.0 $2.4M 10k 244.80
Guidewire Software Common Stock (GWRE) 0.9 $2.3M 23k 104.27
MongoDB Common Stock (MDB) 0.9 $2.3M 10k 231.50
Okta Common Stock (OKTA) 0.8 $2.1M 10k 213.90
Proofpoint Common Stock 0.8 $2.1M 20k 105.55
PayPal Holdings Common Stock (PYPL) 0.8 $2.0M 10k 197.00
Maxar Technologyies Common Stock 0.6 $1.5M 60k 24.93
ViaSat Common Stock (VSAT) 0.5 $1.4M 40k 34.40
GW Pharmaceuticals Common Stock 0.4 $1.1M 11k 97.36
CytoDyn Adr (CYDY) 0.4 $942k 323k 2.92
Vivint Solar Common Stock 0.2 $508k 12k 42.33
Sunrun Common Stock (RUN) 0.2 $385k 5.0k 77.00
Aspen Aerogels Common Stock (ASPN) 0.2 $383k 35k 10.94
Blue Apron Holdings Common Stock 0.1 $358k 50k 7.16
Itron Common Stock (ITRI) 0.1 $338k 5.6k 60.74
First Solar Common Stock (FSLR) 0.1 $331k 5.0k 66.20
Koninklijke Common Stock (PHG) 0.1 $278k 5.9k 47.22
Quanta Services Common Stock (PWR) 0.1 $264k 5.0k 52.80
SunPower Corp. - Class B Common Stock (SPWRQ) 0.1 $249k 20k 12.49
ON Semiconductor Corp. Common Stock (ON) 0.1 $217k 10k 21.70
Corning Common Stock (GLW) 0.1 $209k 6.5k 32.35
Orion Energy Systems Common Stock (OESX) 0.0 $106k 14k 7.57
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $101k 30k 3.37
Covanta Holding Corp. Common Stock 0.0 $78k 10k 7.80
Phunware Common Stock 0.0 $76k 83k 0.92
Curaleaf Holdings Common Stock (CURLF) 0.0 $73k 10k 7.30