SiVest Group

Firsthand Capital Management as of March 31, 2022

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 47 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 15.6 $30M 240k 125.27
Wolfspeed Common Stock 12.4 $24M 210k 113.86
Cloudflare Common Stock (NET) 6.2 $12M 100k 119.70
Domo Common Stock (DOMO) 6.0 $12M 230k 50.57
Bill.com Holdings Common Stock (BILL) 5.9 $11M 50k 226.80
Chegg Common Stock (CHGG) 5.8 $11M 310k 36.28
Zscaler Common Stock (ZS) 5.0 $9.7M 40k 241.28
Enphase Energy Common Stock (ENPH) 4.7 $9.1M 45k 201.78
SolarEdge Technologies Common Stock (SEDG) 4.5 $8.7M 27k 322.37
DocuSign Common Stock (DOCU) 3.3 $6.4M 60k 107.12
Kratos Defense & Security Solutions Common Stock (KTOS) 3.3 $6.3M 310k 20.48
PagerDuty Common Stock (PD) 2.7 $5.1M 150k 34.19
Twilio Common Stock (TWLO) 2.6 $4.9M 30k 164.80
Zendesk Common Stock 2.5 $4.8M 40k 120.30
Upwork Common Stock (UPWK) 2.4 $4.6M 200k 23.24
MongoDB Common Stock (MDB) 2.3 $4.4M 10k 443.60
Netflix Common Stock (NFLX) 1.9 $3.7M 10k 374.60
Palo Alto Networks Common Stock (PANW) 1.6 $3.1M 5.0k 622.60
Workday Common Stock (WDAY) 1.2 $2.4M 10k 239.50
Coupa Software Common Stock 1.1 $2.0M 20k 101.65
ViaSat Common Stock (VSAT) 1.0 $2.0M 40k 48.80
AeroVironment Common Stock (AVAV) 1.0 $1.9M 20k 94.15
Okta Common Stock (OKTA) 0.8 $1.5M 10k 151.00
Aspen Aerogels Common Stock (ASPN) 0.6 $1.2M 35k 34.49
Astra Space Common Stock 0.6 $1.2M 300k 3.86
PayPal Holdings Common Stock (PYPL) 0.6 $1.2M 10k 115.70
Fastly Common Stock (FSLY) 0.5 $869k 50k 17.38
Maxar Technologyies Common Stock 0.4 $789k 20k 39.45
EVgo Common Stock (EVGO) 0.4 $772k 60k 12.87
Quanta Services Common Stock (PWR) 0.3 $658k 5.0k 131.60
Hyzon Motors Common Stock 0.3 $631k 99k 6.39
Corning Common Stock (GLW) 0.3 $608k 17k 36.94
SunPower Corp. - Class B Common Stock (SPWRQ) 0.2 $428k 20k 21.47
First Solar Common Stock (FSLR) 0.2 $419k 5.0k 83.80
Social Capital Hedosophia Holdings Corp. Common Stock 0.2 $404k 40k 10.10
Sunrun Common Stock (RUN) 0.2 $352k 12k 30.34
Koninklijke Common Stock (PHG) 0.2 $332k 11k 30.50
ON Semiconductor Corp. Common Stock (ON) 0.2 $313k 5.0k 62.60
Itron Common Stock (ITRI) 0.2 $293k 5.6k 52.65
Coursera Common Stock (COUR) 0.1 $230k 10k 23.00
Abb Common Stock (ABBNY) 0.1 $226k 7.0k 32.29
Spring Valley Acquisition Corp. Common Stock 0.1 $209k 20k 10.45
Net 1 UEPS Technologies Common Stock (LSAK) 0.1 $176k 30k 5.87
CytoDyn Common Stock (CYDY) 0.0 $82k 223k 0.37
Curaleaf Holdings Common Stock (CURLF) 0.0 $72k 10k 7.20
Orion Energy Systems Common Stock (OESX) 0.0 $39k 14k 2.79
Queen's Gambit Growth Capital Common Stock 0.0 $9.0k 13k 0.68