SiVest Group

Firsthand Capital Management as of March 31, 2021

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 61 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 21.9 $78M 240k 325.77
Chegg Common Stock (CHGG) 8.2 $29M 340k 85.66
Cree Common Stock 6.6 $24M 218k 108.13
Pinterest Common Stock (PINS) 5.4 $19M 260k 74.03
Zscaler Common Stock (ZS) 4.8 $17M 100k 171.67
DocuSign Common Stock (DOCU) 4.5 $16M 80k 202.45
Domo Common Stock (DOMO) 3.9 $14M 250k 56.29
Nutanix Common Stock (NTNX) 3.2 $11M 430k 26.56
Peloton Interactive Common Stock (PTON) 3.1 $11M 100k 112.44
SolarEdge Technologies Common Stock (SEDG) 3.0 $11M 37k 287.43
Twilio Common Stock (TWLO) 2.9 $10M 30k 340.77
Upwork Common Stock (UPWK) 2.5 $9.0M 200k 44.77
Enphase Energy Common Stock (ENPH) 2.5 $8.9M 55k 162.16
Kratos Defense & Security Solutions Common Stock (KTOS) 2.3 $8.3M 305k 27.28
Netflix Common Stock (NFLX) 2.2 $7.8M 15k 521.67
Bill.com Holdings Common Stock (BILL) 2.0 $7.3M 50k 145.50
Cloudflare Common Stock (NET) 2.0 $7.0M 100k 70.26
Qell Acquisition Corp. Common Stock 1.6 $5.7M 560k 10.18
Zendesk Common Stock 1.5 $5.3M 40k 132.62
Coupa Software Common Stock 1.4 $5.1M 20k 254.50
2u Common Stock 1.4 $5.0M 130k 38.23
Workday Common Stock (WDAY) 1.4 $5.0M 20k 248.45
Adobe Systems Common Stock (ADBE) 1.3 $4.8M 10k 475.40
Maxar Technologyies Common Stock 1.1 $3.8M 100k 37.82
Palo Alto Networks Common Stock (PANW) 0.9 $3.2M 10k 322.10
Splunk Common Stock 0.8 $2.7M 20k 135.50
MongoDB Common Stock (MDB) 0.7 $2.7M 10k 267.40
Proofpoint Common Stock 0.7 $2.5M 20k 125.80
PayPal Holdings Common Stock (PYPL) 0.7 $2.4M 10k 242.80
Guidewire Software Common Stock (GWRE) 0.6 $2.3M 23k 101.64
Okta Common Stock (OKTA) 0.6 $2.2M 10k 220.40
ViaSat Common Stock (VSAT) 0.5 $1.9M 40k 48.08
GW Pharmaceuticals Common Stock 0.4 $1.3M 6.0k 216.83
Decarbonization Plus Acquisition Corp. Common Stock 0.3 $1.0M 100k 10.49
CytoDyn Adr (CYDY) 0.2 $871k 323k 2.70
Climate Change Crisis Real Impact I Acquisition Corp. Common Stock 0.2 $822k 60k 13.70
Sustainable Opportunities Acquisition Corp. Common Stock 0.2 $794k 80k 9.93
Aspen Aerogels Common Stock (ASPN) 0.2 $712k 35k 20.34
Sunrun Common Stock (RUN) 0.2 $702k 12k 60.52
SunPower Corp. - Class B Common Stock (SPWRQ) 0.2 $667k 20k 33.47
Itron Common Stock (ITRI) 0.1 $493k 5.6k 88.59
BowX Qcquisition Corp. Common Stock 0.1 $467k 40k 11.68
Quanta Services Common Stock (PWR) 0.1 $440k 5.0k 88.00
First Solar Common Stock (FSLR) 0.1 $437k 5.0k 87.40
Social Capital Hedosophia Holdings Corp. Common Stock 0.1 $428k 40k 10.70
ON Semiconductor Corp. Common Stock (ON) 0.1 $416k 10k 41.60
Tuscan Holdings Corp. II Common Stock 0.1 $404k 40k 10.10
Queen's Gambit Growth Capital Common Stock 0.1 $403k 40k 10.07
Decarbonization Plus Acquisition Corp. III Common Stock 0.1 $398k 40k 9.95
Koninklijke Common Stock (PHG) 0.1 $336k 5.9k 57.07
Blue Apron Holdings Common Stock 0.1 $316k 50k 6.32
Corning Common Stock (GLW) 0.1 $281k 6.5k 43.50
Qell Acquistion Corp.Warrant Warrant 0.1 $231k 133k 1.73
Abb Common Stock (ABBNY) 0.1 $213k 7.0k 30.43
Spring Valley Acquisition Corp. Common Stock 0.1 $202k 20k 10.10
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $168k 30k 5.60
Curaleaf Holdings Common Stock (CURLF) 0.0 $152k 10k 15.20
Covanta Holding Corp. Common Stock 0.0 $139k 10k 13.90
Orion Energy Systems Common Stock (OESX) 0.0 $97k 14k 6.93
Decarboniization Plus Acquistion Corp. Common Stock 0.0 $56k 30k 1.87
Spring Valley Acquisition Corp. Warrant Warrant 0.0 $36k 30k 1.20