SiVest Group

Firsthand Capital Management as of Dec. 31, 2020

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 54 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 21.6 $80M 240k 332.02
Chegg Common Stock (CHGG) 8.3 $31M 340k 90.33
Cree Common Stock 6.2 $23M 218k 105.90
Zscaler Common Stock (ZS) 5.4 $20M 100k 199.71
Pinterest Common Stock (PINS) 4.6 $17M 260k 65.90
Domo Common Stock (DOMO) 4.3 $16M 250k 63.77
Peloton Interactive Common Stock (PTON) 4.1 $15M 100k 151.72
Nutanix Common Stock (NTNX) 3.7 $14M 430k 31.87
SolarEdge Technologies Common Stock (SEDG) 3.2 $12M 37k 319.11
Slack Technologies Common Stock 3.0 $11M 260k 42.24
Twilio Common Stock (TWLO) 2.7 $10M 30k 338.50
Enphase Energy Common Stock (ENPH) 2.6 $9.7M 55k 175.47
Netflix Common Stock (NFLX) 2.2 $8.1M 15k 540.73
Cloudflare Common Stock (NET) 2.1 $7.6M 100k 75.99
Qell Acquisition Corp. Common Stock 2.0 $7.3M 593k 12.29
Bill.com Holdings Common Stock (BILL) 1.8 $6.8M 50k 136.50
Coupa Software Common Stock 1.8 $6.8M 20k 338.90
DocuSign Common Stock (DOCU) 1.8 $6.7M 30k 222.30
Kratos Defense & Security Solutions Common Stock (KTOS) 1.8 $6.6M 240k 27.43
Zendesk Common Stock 1.5 $5.7M 40k 143.12
Akamai Technologies Common Stock (AKAM) 1.4 $5.3M 50k 105.00
2u Common Stock 1.4 $5.2M 130k 40.01
Adobe Systems Common Stock (ADBE) 1.4 $5.0M 10k 500.10
Workday Common Stock (WDAY) 1.3 $4.8M 20k 239.60
MongoDB Common Stock (MDB) 1.0 $3.6M 10k 359.00
Palo Alto Networks Common Stock (PANW) 1.0 $3.6M 10k 355.40
Splunk Common Stock 0.9 $3.4M 20k 169.90
Guidewire Software Common Stock (GWRE) 0.8 $2.9M 23k 128.71
Proofpoint Common Stock 0.7 $2.7M 20k 136.40
Okta Common Stock (OKTA) 0.7 $2.5M 10k 254.30
PayPal Holdings Common Stock (PYPL) 0.6 $2.3M 10k 234.20
Maxar Technologyies Common Stock 0.6 $2.3M 60k 38.58
CytoDyn Adr (CYDY) 0.5 $1.7M 323k 5.39
ViaSat Common Stock (VSAT) 0.4 $1.3M 40k 32.65
GW Pharmaceuticals Common Stock 0.3 $1.3M 11k 115.45
Spring Valley Acquisition Corp. Common Stock 0.2 $911k 90k 10.12
Sunrun Common Stock (RUN) 0.2 $805k 12k 69.40
Sustainable Opportunities Acquisition Corp. Common Stock 0.2 $646k 60k 10.77
Climate Change Crisis Real Impact I Acquisition Corp. Common Stock 0.2 $643k 60k 10.72
Decarbonization Plus Acquisition Corp. Common Stock 0.2 $636k 60k 10.60
Aspen Aerogels Common Stock (ASPN) 0.2 $584k 35k 16.69
Itron Common Stock (ITRI) 0.1 $534k 5.6k 95.96
SunPower Corp. - Class B Common Stock (SPWRQ) 0.1 $511k 20k 25.64
First Solar Common Stock (FSLR) 0.1 $495k 5.0k 99.00
Quanta Services Common Stock (PWR) 0.1 $360k 5.0k 72.00
ON Semiconductor Corp. Common Stock (ON) 0.1 $327k 10k 32.70
Koninklijke Common Stock (PHG) 0.1 $319k 5.9k 54.19
Blue Apron Holdings Common Stock 0.1 $280k 50k 5.60
Corning Common Stock (GLW) 0.1 $233k 6.5k 36.07
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $148k 30k 4.93
Orion Energy Systems Common Stock (OESX) 0.0 $138k 14k 9.86
Covanta Holding Corp. Common Stock 0.0 $131k 10k 13.10
Curaleaf Holdings Common Stock (CURLF) 0.0 $120k 10k 12.00
Decarboniization Plus Acquistion Corp. Common Stock 0.0 $55k 30k 1.83