SiVest Group

Firsthand Capital Management as of June 30, 2021

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 57 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 27.6 $110M 240k 459.25
Chegg Common Stock (CHGG) 7.1 $28M 340k 83.11
DocuSign Common Stock (DOCU) 5.6 $22M 80k 279.57
Zscaler Common Stock (ZS) 5.4 $22M 100k 216.06
Cree Common Stock 5.4 $21M 218k 97.93
Pinterest Common Stock (PINS) 5.1 $21M 260k 78.95
Domo Common Stock (DOMO) 5.1 $20M 250k 80.83
Twilio Common Stock (TWLO) 3.0 $12M 30k 394.17
Upwork Common Stock (UPWK) 2.9 $12M 200k 58.29
Cloudflare Common Stock (NET) 2.7 $11M 100k 105.84
SolarEdge Technologies Common Stock (SEDG) 2.6 $10M 37k 276.38
Enphase Energy Common Stock (ENPH) 2.5 $10M 55k 183.64
Bill.com Holdings Common Stock (BILL) 2.3 $9.2M 50k 183.18
Nutanix Common Stock (NTNX) 2.2 $8.8M 230k 38.22
Kratos Defense & Security Solutions Common Stock (KTOS) 2.2 $8.7M 305k 28.49
Netflix Common Stock (NFLX) 2.0 $7.9M 15k 528.20
Zendesk Common Stock 1.4 $5.8M 40k 144.35
Qell Acquisition Corp. Common Stock 1.4 $5.6M 560k 9.95
2u Common Stock (TWOU) 1.4 $5.4M 130k 41.67
Coupa Software Common Stock 1.3 $5.2M 20k 262.10
Workday Common Stock (WDAY) 1.2 $4.8M 20k 238.75
Maxar Technologyies Common Stock 1.0 $4.0M 100k 39.92
Palo Alto Networks Common Stock (PANW) 0.9 $3.7M 10k 371.10
MongoDB Common Stock (MDB) 0.9 $3.6M 10k 361.50
Adobe Systems Common Stock (ADBE) 0.7 $2.9M 5.0k 585.60
PayPal Holdings Common Stock (PYPL) 0.7 $2.9M 10k 291.50
Guidewire Software Common Stock (GWRE) 0.6 $2.5M 23k 112.71
Okta Common Stock (OKTA) 0.6 $2.4M 10k 244.70
AeroVironment Common Stock (AVAV) 0.5 $2.0M 20k 100.15
ViaSat Common Stock (VSAT) 0.5 $2.0M 40k 49.85
Proofpoint Common Stock 0.4 $1.7M 10k 173.80
Aspen Aerogels Common Stock (ASPN) 0.3 $1.0M 35k 29.91
Decarbonization Plus Acquisition Corp. Common Stock 0.3 $1.0M 100k 10.31
Climate Change Crisis Real Impact I Acquisition Corp. Common Stock 0.2 $901k 60k 15.02
Sustainable Opportunities Acquisition Corp. Common Stock 0.2 $796k 80k 9.95
Sunrun Common Stock (RUN) 0.2 $647k 12k 55.78
SunPower Corp. - Class B Common Stock (SPWR) 0.1 $582k 20k 29.20
Itron Common Stock (ITRI) 0.1 $556k 5.6k 99.91
BowX Qcquisition Corp. Common Stock 0.1 $460k 40k 11.50
First Solar Common Stock (FSLR) 0.1 $453k 5.0k 90.60
Quanta Services Common Stock (PWR) 0.1 $453k 5.0k 90.60
Decarbonization Plus Acquisition Corp. III Common Stock 0.1 $448k 40k 11.20
Social Capital Hedosophia Holdings Corp. Common Stock 0.1 $408k 40k 10.20
Queen's Gambit Growth Capital Common Stock 0.1 $399k 40k 9.97
ON Semiconductor Corp. Common Stock (ON) 0.1 $383k 10k 38.30
CytoDyn Adr (CYDY) 0.1 $379k 223k 1.70
Koninklijke Common Stock (PHG) 0.1 $293k 5.9k 49.77
Corning Common Stock (GLW) 0.1 $264k 6.5k 40.87
Abb Common Stock (ABBNY) 0.1 $238k 7.0k 34.00
Qell Acquistion Corp.Warrant Common Stock 0.1 $213k 133k 1.60
Spring Valley Acquisition Corp. Common Stock 0.1 $200k 20k 10.00
Covanta Holding Corp. Common Stock 0.0 $176k 10k 17.60
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $141k 30k 4.70
Curaleaf Holdings Common Stock (CURLF) 0.0 $141k 10k 14.10
Orion Energy Systems Common Stock (OESX) 0.0 $80k 14k 5.71
Decarboniization Plus Acquistion Corp. Common Stock 0.0 $69k 30k 2.30
Spring Valley Acquisition Corp. Warrant Common Stock 0.0 $41k 30k 1.37