SiVest Group

Firsthand Capital Management as of Dec. 31, 2022

Portfolio Holdings for Firsthand Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wolfspeed Common Stock (WOLF) 15.3 $13M 190k 69.04
Roku Common Stock (ROKU) 11.4 $9.8M 241k 40.70
Enphase Energy Common Stock (ENPH) 10.2 $8.7M 33k 264.96
Chegg Common Stock (CHGG) 7.7 $6.6M 260k 25.27
SolarEdge Technologies Common Stock (SEDG) 4.6 $4.0M 14k 283.27
Cloudflare Common Stock (NET) 4.2 $3.6M 80k 45.21
Zscaler Common Stock (ZS) 3.9 $3.4M 30k 111.90
DocuSign Common Stock (DOCU) 3.9 $3.3M 60k 55.42
Domo Common Stock (DOMO) 3.8 $3.3M 230k 14.24
Bill.com Holdings Common Stock (BILL) 3.8 $3.3M 30k 108.96
Kratos Defense & Security Solutions Common Stock (KTOS) 3.7 $3.2M 310k 10.32
PagerDuty Common Stock (PD) 3.7 $3.2M 120k 26.56
Netflix Common Stock (NFLX) 3.4 $2.9M 10k 294.88
monday.com Common Stock (MNDY) 2.8 $2.4M 20k 122.00
Palo Alto Networks Common Stock (PANW) 2.4 $2.1M 15k 139.54
Workday Common Stock (WDAY) 2.0 $1.7M 10k 167.33
Twilio Common Stock (TWLO) 1.7 $1.5M 30k 48.96
MongoDB Common Stock (MDB) 1.1 $984k 5.0k 196.84
First Solar Common Stock (FSLR) 0.9 $749k 5.0k 149.79
Quanta Services Common Stock (PWR) 0.8 $713k 5.0k 142.50
PayPal Holdings Common Stock (PYPL) 0.8 $712k 10k 71.22
Okta Common Stock (OKTA) 0.8 $683k 10k 68.33
ON Semiconductor Corp. Common Stock (ON) 0.7 $624k 10k 62.37
Tesla Motors Common Stock (TSLA) 0.7 $616k 5.0k 123.18
ChargePoint Holdings Common Stock (CHPT) 0.7 $572k 60k 9.53
SunPower Corp. - Class B Common Stock (SPWR) 0.6 $540k 30k 18.03
Corning Common Stock (GLW) 0.6 $526k 17k 31.94
Aspen Aerogels Common Stock (ASPN) 0.5 $413k 35k 11.79
Fastly Common Stock (FSLY) 0.5 $410k 50k 8.19
Itron Common Stock (ITRI) 0.3 $282k 5.6k 50.65
Sunrun Common Stock (RUN) 0.3 $279k 12k 24.02
Sunnova Energy International Adr (NOVA) 0.3 $270k 15k 18.01
EVgo Common Stock (EVGO) 0.3 $268k 60k 4.47
Abb Common Stock (ABBNY) 0.2 $213k 7.0k 30.46
Koninklijke Common Stock (PHG) 0.2 $163k 11k 14.99
Tempo Automation Common Stock (TMPOQ) 0.2 $154k 200k 0.77
Lesaka Technologies Common Stock (LSAK) 0.2 $137k 30k 4.55
Coursera Common Stock (COUR) 0.1 $118k 10k 11.83
Astra Space Common Stock 0.1 $87k 200k 0.43
CytoDyn Adr (CYDY) 0.1 $50k 223k 0.23
Curaleaf Holdings Common Stock (CURLF) 0.1 $43k 10k 4.30
Orion Energy Systems Common Stock (OESX) 0.0 $26k 14k 1.82
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $265.326700 13k 0.02