SiVest Group

Firsthand Capital Management as of Dec. 31, 2021

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 51 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 20.9 $55M 240k 228.20
Wolfspeed Common Stock 8.9 $24M 210k 111.77
Zscaler Common Stock (ZS) 6.1 $16M 50k 321.34
Cloudflare Common Stock (NET) 5.0 $13M 100k 131.50
Bill.com Holdings Common Stock (BILL) 4.7 $13M 50k 249.16
Domo Common Stock (DOMO) 4.3 $11M 230k 49.60
MongoDB Common Stock (MDB) 4.0 $11M 20k 529.35
SolarEdge Technologies Common Stock (SEDG) 4.0 $10M 37k 280.57
Enphase Energy Common Stock (ENPH) 3.8 $10M 55k 182.95
Chegg Common Stock (CHGG) 3.6 $9.5M 310k 30.70
Pinterest Common Stock (PINS) 3.6 $9.5M 260k 36.35
DocuSign Common Stock (DOCU) 3.5 $9.1M 60k 152.32
Twilio Common Stock (TWLO) 3.0 $7.9M 30k 263.33
Upwork Common Stock (UPWK) 2.6 $6.8M 200k 34.16
Netflix Common Stock (NFLX) 2.3 $6.0M 10k 602.40
Kratos Defense & Security Solutions Common Stock (KTOS) 2.3 $6.0M 310k 19.40
Palo Alto Networks Common Stock (PANW) 2.1 $5.6M 10k 556.80
Workday Common Stock (WDAY) 2.1 $5.5M 20k 273.20
Zendesk Common Stock 1.6 $4.2M 40k 104.30
PagerDuty Common Stock (PD) 1.3 $3.5M 100k 34.75
Coupa Software Common Stock 1.2 $3.2M 20k 158.05
Maxar Technologyies Common Stock 1.1 $3.0M 100k 29.53
Adobe Systems Common Stock (ADBE) 1.1 $2.8M 5.0k 567.00
Okta Common Stock (OKTA) 0.9 $2.2M 10k 224.20
2u Common Stock 0.8 $2.0M 100k 20.07
PayPal Holdings Common Stock (PYPL) 0.7 $1.9M 10k 188.60
ViaSat Common Stock (VSAT) 0.7 $1.8M 40k 44.55
Aspen Aerogels Common Stock (ASPN) 0.7 $1.7M 35k 49.80
AeroVironment Common Stock (AVAV) 0.5 $1.2M 20k 62.05
Hyzon Motors Common Stock 0.2 $641k 99k 6.49
Corning Common Stock (GLW) 0.2 $613k 17k 37.24
EVgo Common Stock (EVGO) 0.2 $596k 60k 9.93
Quanta Services Common Stock (PWR) 0.2 $573k 5.0k 114.60
Queen's Gambit Growth Capital Common Stock 0.2 $528k 40k 13.20
First Solar Common Stock (FSLR) 0.2 $436k 5.0k 87.20
SunPower Corp. - Class B Common Stock (SPWRQ) 0.2 $416k 20k 20.87
Social Capital Hedosophia Holdings Corp. Common Stock 0.2 $408k 40k 10.20
Koninklijke Common Stock (PHG) 0.2 $401k 11k 36.83
Sunrun Common Stock (RUN) 0.2 $398k 12k 34.31
Itron Common Stock (ITRI) 0.1 $381k 5.6k 68.46
Abb Common Stock (ABBNY) 0.1 $267k 7.0k 38.14
Coursera Common Stock (COUR) 0.1 $244k 10k 24.40
CytoDyn Adr (CYDY) 0.1 $220k 223k 0.99
Spring Valley Acquisition Corp. Common Stock 0.1 $201k 20k 10.05
Lilium N.V. Warrant Warrant (LILWF) 0.1 $164k 133k 1.23
Net 1 UEPS Technologies Common Stock (LSAK) 0.1 $160k 30k 5.33
Curaleaf Holdings Common Stock (CURLF) 0.0 $90k 10k 9.00
Hyzon Motors, Inc. Warrant Warrant 0.0 $57k 30k 1.90
Orion Energy Systems Common Stock (OESX) 0.0 $51k 14k 3.64
Solid Power, Inc. Warrant Warrant (SLDPW) 0.0 $31k 13k 2.33
Queen's Gambit Growth Capital Warrant Warrant 0.0 $9.0k 13k 0.68