SiVest Group

Firsthand Capital Management as of March 31, 2024

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wolfspeed Common Stock 8.7 $5.3M 180k 29.50
Roku Common Stock (ROKU) 8.0 $4.9M 75k 65.17
Kratos Defense & Security Solutions Common Stock (KTOS) 7.0 $4.3M 235k 18.38
Zscaler Common Stock (ZS) 6.3 $3.9M 20k 192.63
DocuSign Common Stock (DOCU) 5.8 $3.6M 60k 59.55
Netflix Common Stock (NFLX) 4.9 $3.0M 5.0k 607.33
Enphase Energy Common Stock (ENPH) 4.5 $2.8M 23k 120.98
PagerDuty Common Stock (PD) 4.4 $2.7M 120k 22.68
Palantir Technolgies Common Stock (PLTR) 3.7 $2.3M 100k 23.01
Monday.com Common Stock (MNDY) 3.7 $2.3M 10k 225.87
Workday Common Stock (WDAY) 3.6 $2.2M 8.0k 272.75
Bill.com Holdings Common Stock (BILL) 3.4 $2.1M 30k 68.72
Domo Common Stock (DOMO) 3.3 $2.1M 230k 8.92
Chegg Common Stock (CHGG) 3.2 $2.0M 260k 7.57
Cloudflare Common Stock (NET) 3.2 $1.9M 20k 96.83
Twilio Common Stock (TWLO) 3.0 $1.8M 30k 61.15
MongoDB Common Stock (MDB) 2.9 $1.8M 5.0k 358.64
Palo Alto Networks Common Stock (PANW) 2.3 $1.4M 5.0k 284.13
Quanta Services Common Stock (PWR) 2.1 $1.3M 5.0k 259.80
Okta Common Stock (OKTA) 1.7 $1.0M 10k 104.62
SolarEdge Technologies Common Stock (SEDG) 1.5 $923k 13k 70.98
First Solar Common Stock (FSLR) 1.4 $844k 5.0k 168.80
ON Semiconductor Corp. Common Stock (ON) 1.2 $736k 10k 73.55
Tesla Motors Common Stock (TSLA) 1.1 $703k 4.0k 175.79
PayPal Holdings Common Stock (PYPL) 1.1 $670k 10k 66.99
Fastly Common Stock (FSLY) 1.1 $649k 50k 12.97
Aspen Aerogels Common Stock (ASPN) 1.0 $616k 35k 17.60
Axcelis Technologies Adr (ACLS) 0.9 $558k 5.0k 111.52
Itron Common Stock (ITRI) 0.7 $422k 4.6k 92.52
Corning Common Stock (GLW) 0.6 $378k 12k 32.96
Abb Common Stock 0.5 $325k 7.0k 46.36
Enovix Corporation Common Stock (ENVX) 0.4 $240k 30k 8.01
Koninklijke Common Stock (PHG) 0.4 $228k 11k 20.00
STMicroelectronics N.V. - Adr (STM) 0.4 $216k 5.0k 43.24
Sunrun Common Stock (RUN) 0.2 $153k 12k 13.18
EVgo Common Stock (EVGO) 0.2 $151k 60k 2.51
Coursera Common Stock (COUR) 0.2 $140k 10k 14.02
Honeywell International Common Stock (HON) 0.2 $119k 580.00 205.25
Power Integrations Common Stock (POWI) 0.2 $114k 1.6k 71.55
ChargePoint Holdings Common Stock 0.2 $114k 60k 1.90
Sunnova Energy International Adr (NOVAQ) 0.1 $92k 15k 6.13
SunPower Corp. - Class B Common Stock (SPWRQ) 0.1 $90k 30k 3.00
Carrier Global Corp. Common Stock (CARR) 0.1 $58k 1.0k 58.13
Curaleaf Holdings Common Stock (CURLF) 0.1 $53k 10k 5.34
Arq Common Stock (ARQ) 0.1 $44k 6.8k 6.48
Amtech Systems Common Stock (ASYS) 0.1 $36k 6.6k 5.41
Intevac Common Stock (IVAC) 0.0 $22k 5.8k 3.84
Jazz Pharmaceuticals Common Stock 0.0 $15k 120.00 120.42
Accelleron Industries Common Stock (ACLLY) 0.0 $13k 350.00 37.65
Orion Energy Systems Common Stock (OESX) 0.0 $12k 14k 0.87
Maxeon Solar Technologies Common Stock 0.0 $8.3k 2.5k 3.33
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $226.661000 13k 0.02