SiVest Group

Firsthand Capital Management as of Sept. 30, 2021

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 55 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 22.4 $75M 240k 313.35
Zscaler Common Stock (ZS) 7.8 $26M 100k 262.22
Chegg Common Stock (CHGG) 6.3 $21M 310k 68.02
Domo Common Stock (DOMO) 5.8 $19M 230k 84.44
Cree Common Stock 5.3 $18M 220k 80.73
DocuSign Common Stock (DOCU) 4.6 $15M 60k 257.43
Bill.com Holdings Common Stock (BILL) 4.0 $13M 50k 266.96
Pinterest Common Stock (PINS) 4.0 $13M 260k 50.95
Cloudflare Common Stock (NET) 3.4 $11M 100k 112.65
SolarEdge Technologies Common Stock (SEDG) 2.9 $9.8M 37k 265.22
Twilio Common Stock (TWLO) 2.9 $9.6M 30k 319.07
MongoDB Common Stock (MDB) 2.8 $9.4M 20k 471.50
Netflix Common Stock (NFLX) 2.7 $9.2M 15k 610.33
Upwork Common Stock (UPWK) 2.7 $9.0M 200k 45.03
Enphase Energy Common Stock (ENPH) 2.5 $8.2M 55k 149.96
Nutanix Common Stock (NTNX) 2.4 $7.9M 210k 37.70
Kratos Defense & Security Solutions Common Stock (KTOS) 2.1 $6.9M 310k 22.31
Workday Common Stock (WDAY) 1.5 $5.0M 20k 249.90
Palo Alto Networks Common Stock (PANW) 1.4 $4.8M 10k 479.00
Zendesk Common Stock 1.4 $4.7M 40k 116.40
Coupa Software Common Stock 1.3 $4.4M 20k 219.20
2u Common Stock 1.3 $4.4M 130k 33.57
PagerDuty Common Stock (PD) 1.2 $4.1M 100k 41.42
Adobe Systems Common Stock (ADBE) 0.9 $2.9M 5.0k 575.80
Maxar Technologyies Common Stock 0.8 $2.8M 100k 28.32
PayPal Holdings Common Stock (PYPL) 0.8 $2.6M 10k 260.20
Okta Common Stock (OKTA) 0.7 $2.4M 10k 237.30
ViaSat Common Stock (VSAT) 0.7 $2.2M 40k 55.08
AeroVironment Common Stock (AVAV) 0.5 $1.7M 20k 86.30
Aspen Aerogels Common Stock (ASPN) 0.5 $1.6M 35k 46.00
Hyzon Motors Common Stock 0.2 $686k 99k 6.94
Corning Common Stock (GLW) 0.2 $601k 17k 36.51
Quanta Services Common Stock (PWR) 0.2 $569k 5.0k 113.80
Sunrun Common Stock (RUN) 0.2 $510k 12k 43.97
EVgo Common Stock (EVGO) 0.1 $489k 60k 8.15
Koninklijke Common Stock (PHG) 0.1 $484k 11k 44.46
First Solar Common Stock (FSLR) 0.1 $477k 5.0k 95.40
ON Semiconductor Corp. Common Stock (ON) 0.1 $458k 10k 45.80
SunPower Corp. - Class B Common Stock (SPWRQ) 0.1 $452k 20k 22.68
CytoDyn Adr (CYDY) 0.1 $441k 223k 1.98
Itron Common Stock (ITRI) 0.1 $421k 5.6k 75.65
Social Capital Hedosophia Holdings Corp. Common Stock 0.1 $406k 40k 10.15
Decarbonization Plus Acquisition Corp III Common Stock 0.1 $402k 40k 10.05
Queen's Gambit Growth Capital Common Stock 0.1 $395k 40k 9.88
Coursera Common Stock (COUR) 0.1 $317k 10k 31.70
Lilium Common Stock (LILWF) 0.1 $301k 133k 2.26
Abb Common Stock (ABBNY) 0.1 $234k 7.0k 33.43
Covanta Holding Corp. Common Stock 0.1 $201k 10k 20.10
Spring Valley Acquisition Corp. Common Stock 0.1 $174k 20k 8.70
Net 1 UEPS Technologies Common Stock (LSAK) 0.0 $140k 30k 4.67
Curaleaf Holdings Common Stock (CURLF) 0.0 $121k 10k 12.10
Orion Energy Systems Common Stock (OESX) 0.0 $54k 14k 3.86
Hyzon Motors, Inc. Warrant Common Stock 0.0 $43k 30k 1.43
Decarbonization Plus Acquisition Corp III Warrants Warrants 0.0 $28k 13k 2.10
Queen's Gambit Growth Capital Warrants Warrants 0.0 $11k 13k 0.82