SiVest Group

Firsthand Capital Management as of Sept. 30, 2022

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 43 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wolfspeed Common Stock (WOLF) 17.9 $20M 190k 103.36
Roku Common Stock (ROKU) 12.4 $14M 241k 56.40
Enphase Energy Common Stock (ENPH) 11.4 $13M 45k 277.47
SolarEdge Technologies Common Stock (SEDG) 5.3 $5.8M 25k 231.48
Chegg Common Stock (CHGG) 5.0 $5.5M 260k 21.07
Bill.com Holdings Common Stock (BILL) 4.8 $5.3M 40k 132.38
Cloudflare Common Stock (NET) 4.5 $5.0M 90k 55.31
Zscaler Common Stock (ZS) 4.5 $4.9M 30k 164.37
Domo Common Stock (DOMO) 3.8 $4.1M 230k 17.99
PagerDuty Common Stock (PD) 3.2 $3.5M 150k 23.07
DocuSign Common Stock (DOCU) 2.9 $3.2M 60k 53.47
Kratos Defense & Security Solutions Common Stock (KTOS) 2.9 $3.2M 310k 10.16
Upwork Common Stock (UPWK) 2.5 $2.7M 200k 13.62
Palo Alto Networks Common Stock (PANW) 2.2 $2.5M 15k 163.80
Netflix Common Stock (NFLX) 2.1 $2.4M 10k 235.40
monday.com Common Stock (MNDY) 2.1 $2.3M 20k 113.35
Twilio Common Stock (TWLO) 1.9 $2.1M 30k 69.13
Workday Common Stock (WDAY) 1.4 $1.5M 10k 152.20
Coupa Software Common Stock 1.1 $1.2M 20k 58.80
MongoDB Common Stock (MDB) 0.9 $993k 5.0k 198.60
PayPal Holdings Common Stock (PYPL) 0.8 $861k 10k 86.10
SunPower Corp. - Class B Common Stock (SPWR) 0.6 $690k 30k 23.05
First Solar Common Stock (FSLR) 0.6 $661k 5.0k 132.20
Quanta Services Common Stock (PWR) 0.6 $637k 5.0k 127.40
ON Semiconductor Corp. Common Stock (ON) 0.6 $623k 10k 62.30
Okta Common Stock (OKTA) 0.5 $569k 10k 56.90
Corning Common Stock (GLW) 0.4 $478k 17k 29.04
EVgo Common Stock (EVGO) 0.4 $475k 60k 7.92
Fastly Common Stock (FSLY) 0.4 $458k 50k 9.16
Maxar Technologyies Common Stock 0.3 $374k 20k 18.70
Sunnova Energy International Adr (NOVA) 0.3 $331k 15k 22.07
Aspen Aerogels Common Stock (ASPN) 0.3 $323k 35k 9.23
Sunrun Common Stock (RUN) 0.3 $320k 12k 27.59
ChargePoint Holdings Private Placement (CHPT) 0.3 $295k 20k 14.75
Itron Common Stock (ITRI) 0.2 $234k 5.6k 42.05
Astra Space Common Stock 0.2 $183k 300k 0.61
Koninklijke Common Stock (PHG) 0.2 $168k 11k 15.43
Coursera Common Stock (COUR) 0.1 $108k 10k 10.80
Lesaka Technologies Common Stock (LSAK) 0.1 $106k 30k 3.53
CytoDyn Adr (CYDY) 0.1 $92k 223k 0.41
Curaleaf Holdings Common Stock (CURLF) 0.0 $49k 10k 4.90
Orion Energy Systems Common Stock (OESX) 0.0 $22k 14k 1.57
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $0 13k 0.00