SiVest Group

Firsthand Capital Management as of June 30, 2024

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 44 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (POWI) 8.2 $4.5M 75k 59.93
Wolfspeed Common Stock 7.8 $4.3M 187k 22.76
Kratos Defense & Security Solutions Common Stock (ON) 7.5 $4.1M 205k 20.01
Zscaler Common Stock (ACLLY) 7.1 $3.8M 20k 192.19
Quanta Services Common Stock (COUR) 6.5 $3.6M 14k 254.09
Netflix Common Stock (ASPN) 6.2 $3.4M 5.0k 674.88
Aspen Aerogels Common Stock (DOCU) 4.6 $2.5M 105k 23.85
Enphase Energy Common Stock (CHGG) 4.2 $2.3M 23k 99.71
Mongodb Common Stock (TSLA) 4.1 $2.2M 9.0k 249.96
Palantir Technologies Common Stock (RUN) 4.0 $2.2M 85k 25.33
Docusign Common Stock (BILL) 3.9 $2.1M 40k 53.50
Pagerduty Common Stock (PHG) 3.8 $2.1M 90k 22.93
Domo Common Stock (DOMO) 3.3 $1.8M 230k 7.72
Palo Alto Networks Common Stock (ENVX) 3.1 $1.7M 5.0k 339.01
Cloudflare Common Stock (FSLY) 3.0 $1.7M 20k 82.83
Workday Common Stock (IVAC) 2.9 $1.6M 7.0k 223.56
Monday.com Common Stock (PYPL) 2.2 $1.2M 5.0k 240.76
Okta Common Stock (GLW) 1.7 $936k 10k 93.61
First Solar Common Stock (MDB) 1.7 $902k 4.0k 225.46
Sunrun Common Stock 1.6 $849k 72k 11.86
Chegg Common Stock (ENPH) 1.5 $822k 260k 3.16
Bill Holdings Common Stock (NFLX) 1.4 $789k 15k 52.62
Axcelis Technologies Common Stock (KTOS) 1.3 $711k 5.0k 142.19
On Semiconductor Corp Common Stock (ABBNY) 1.3 $686k 10k 68.55
Paypal Holdings Common Stock (HON) 1.1 $580k 10k 58.03
Enovix Corp Common Stock (NET) 0.9 $464k 30k 15.46
Itron Common Stock (SEDG) 0.8 $452k 4.6k 98.96
Corning Common Stock (PWR) 0.8 $445k 12k 38.85
Fastly Common Stock (PANW) 0.7 $369k 50k 7.37
Solaredge Technologies Adr (NOVAQ) 0.6 $328k 13k 25.26
Koninklijke Philips Nv Common Stock (STM) 0.5 $296k 12k 25.20
Stmicroelectronics Nv Common Stock (CARR) 0.4 $196k 5.0k 39.28
Evgo Common Stock (TWLO) 0.3 $147k 60k 2.45
Honeywell International Common Stock (OKTA) 0.2 $124k 580.00 213.54
Power Integrations Common Stock (EVGO) 0.2 $112k 1.6k 70.19
Sunpower Corp Common Stock (SPWRQ) 0.2 $89k 30k 2.96
Sunnova Energy International Adr (ACLS) 0.2 $84k 15k 5.58
Carrier Global Corp Common Stock (PD) 0.1 $63k 1.0k 63.08
Arq Common Stock (ZS) 0.1 $41k 6.8k 6.07
Curaleaf Holdings Common Stock (WDAY) 0.1 $39k 10k 3.85
Intevac Common Stock (FSLR) 0.0 $22k 5.8k 3.86
Orion Energy Systems Common Stock (ITRI) 0.0 $16k 14k 1.11
Accelleron Industries Common Stock (ROKU) 0.0 $14k 350.00 38.96
Swvl Holdings Corp Common Stock (CURLF) 0.0 $187.995300 13k 0.01