SiVest Group

Firsthand Capital Management as of June 30, 2022

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 46 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 17.0 $20M 240k 82.14
Wolfspeed Common Stock (WOLF) 11.0 $13M 200k 63.45
Enphase Energy Common Stock (ENPH) 7.6 $8.8M 45k 195.24
SolarEdge Technologies Common Stock (SEDG) 6.4 $7.4M 27k 273.67
Domo Common Stock (DOMO) 5.5 $6.4M 230k 27.80
Zscaler Common Stock (ZS) 5.2 $6.0M 40k 149.50
Chegg Common Stock (CHGG) 5.0 $5.8M 310k 18.78
Bill.com Holdings Common Stock (BILL) 3.8 $4.4M 40k 109.95
Kratos Defense & Security Solutions Common Stock (KTOS) 3.7 $4.3M 310k 13.88
Upwork Common Stock (UPWK) 3.6 $4.1M 200k 20.68
Cloudflare Common Stock (NET) 3.4 $3.9M 90k 43.76
PagerDuty Common Stock (PD) 3.2 $3.7M 150k 24.78
DocuSign Common Stock (DOCU) 3.0 $3.4M 60k 57.38
Twilio Common Stock (TWLO) 2.2 $2.5M 30k 83.80
Palo Alto Networks Common Stock (PANW) 2.1 $2.5M 5.0k 494.00
monday.com Common Stock (MNDY) 1.8 $2.1M 20k 103.15
Netflix Common Stock (NFLX) 1.5 $1.7M 10k 174.90
AeroVironment Common Stock (AVAV) 1.4 $1.6M 20k 82.20
Zendesk Common Stock 1.3 $1.5M 20k 74.05
Workday Common Stock (WDAY) 1.2 $1.4M 10k 139.60
MongoDB Common Stock (MDB) 1.1 $1.3M 5.0k 259.60
ViaSat Common Stock (VSAT) 1.1 $1.2M 40k 30.62
Coupa Software Common Stock 1.0 $1.1M 20k 57.10
Okta Common Stock (OKTA) 0.8 $904k 10k 90.40
PayPal Holdings Common Stock (PYPL) 0.6 $698k 10k 69.80
Quanta Services Common Stock (PWR) 0.5 $627k 5.0k 125.40
Fastly Common Stock (FSLY) 0.5 $581k 50k 11.62
Maxar Technologyies Common Stock 0.5 $522k 20k 26.10
Corning Common Stock (GLW) 0.4 $519k 17k 31.53
ON Semiconductor Corp. Common Stock (ON) 0.4 $503k 10k 50.30
SunPower Corp. - Class B Common Stock (SPWR) 0.4 $473k 30k 15.80
Astra Space Common Stock 0.3 $390k 300k 1.30
EVgo Common Stock (EVGO) 0.3 $361k 60k 6.02
Aspen Aerogels Common Stock (ASPN) 0.3 $346k 35k 9.89
First Solar Common Stock (FSLR) 0.3 $341k 5.0k 68.20
Sunnova Energy International Adr (NOVA) 0.2 $276k 15k 18.40
Itron Common Stock (ITRI) 0.2 $275k 5.6k 49.42
ChargePoint Holdings Common Stock (CHPT) 0.2 $274k 20k 13.70
Sunrun Common Stock (RUN) 0.2 $271k 12k 23.36
Koninklijke Common Stock (PHG) 0.2 $234k 11k 21.49
Lesaka Technologies Common Stock (LSAK) 0.1 $154k 30k 5.13
Coursera Common Stock (COUR) 0.1 $142k 10k 14.20
CytoDyn Common Stock (CYDY) 0.1 $94k 223k 0.42
Curaleaf Holdings Common Stock (CURLF) 0.0 $51k 10k 5.10
Orion Energy Systems Common Stock (OESX) 0.0 $28k 14k 2.00
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $7.0k 13k 0.53