SiVest Group

Firsthand Capital Management as of Sept. 30, 2024

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 45 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 11.0 $5.6M 75k 74.66
Kratos Defense & Security Solutions Common Stock (KTOS) 9.2 $4.7M 200k 23.30
Netflix Common Stock (NFLX) 7.0 $3.5M 5.0k 709.27
Zscaler Common Stock (ZS) 6.7 $3.4M 20k 170.94
Palantir Technologies Common Stock (PLTR) 6.2 $3.2M 85k 37.20
Aspen Aerogels Common Stock (ASPN) 5.7 $2.9M 105k 27.69
Monday.com Common Stock (MDB) 5.5 $2.8M 10k 277.77
Enphase Energy Common Stock (ENPH) 4.0 $2.0M 18k 113.02
Docusign Common Stock (DOCU) 3.7 $1.9M 30k 62.09
Wolfspeed Common Stock 3.4 $1.7M 180k 9.70
Domo Common Stock (DOMO) 3.4 $1.7M 230k 7.51
Workday Common Stock (WDAY) 3.4 $1.7M 7.0k 244.41
Palo Alto Networks Common Stock (PANW) 3.4 $1.7M 5.0k 341.80
Pagerduty Common Stock (PD) 3.3 $1.7M 90k 18.55
Quanta Services Common Stock (PWR) 2.4 $1.2M 4.0k 298.15
Lockheed Martin Corp Common Stock (LMT) 2.3 $1.2M 2.0k 584.56
Tesla Common Stock (TSLA) 2.1 $1.0M 4.0k 261.63
First Solar Common Stock (FSLR) 2.0 $998k 4.0k 249.44
Cloudflare Common Stock (NET) 1.6 $809k 10k 80.89
Paypal Holdings Common Stock (PYPL) 1.5 $780k 10k 78.03
Okta Common Stock (OKTA) 1.5 $743k 10k 74.34
On Semiconductor Corp Common Stock (ON) 1.4 $726k 10k 72.61
Corning Common Stock (GLW) 1.0 $517k 12k 45.15
Itron Common Stock (ITRI) 1.0 $488k 4.6k 106.81
Chegg Common Stock (CHGG) 0.9 $460k 260k 1.77
Axcelis Technologies Adr (ACLS) 0.8 $419k 4.0k 104.85
Abb Common Stock 0.8 $405k 7.0k 57.92
Fastly Common Stock (FSLY) 0.7 $379k 50k 7.57
Solaredge Technologies Common Stock (SEDG) 0.6 $298k 13k 22.91
Enovix Corp Common Stock (ENVX) 0.6 $280k 30k 9.34
Koninklijke Philips Nv Common Stock (PHG) 0.4 $221k 6.8k 32.72
Sunrun Common Stock (RUN) 0.4 $210k 12k 18.06
Evgo Common Stock (EVGO) 0.3 $166k 40k 4.14
Stmicroelectronics Nv Adr (STM) 0.3 $149k 5.0k 29.73
Sunnova Energy International Adr (NOVAQ) 0.3 $146k 15k 9.74
Honeywell International Common Stock (HON) 0.2 $120k 580.00 206.71
Power Integrations Common Stock (POWI) 0.2 $103k 1.6k 64.12
Chargepoint Holdings Common Stock 0.2 $82k 60k 1.37
Carrier Global Corp Common Stock (CARR) 0.2 $81k 1.0k 80.49
Coursera Common Stock (COUR) 0.2 $79k 10k 7.94
Arq Common Stock (ARQ) 0.1 $40k 6.8k 5.87
Curaleaf Holdings Common Stock (CURLF) 0.1 $31k 10k 3.06
Intevac Common Stock (IVAC) 0.0 $20k 5.8k 3.40
Accelleron Industries Common Stock (ACLLY) 0.0 $18k 350.00 51.66
Orion Energy Systems Common Stock (OESX) 0.0 $12k 14k 0.86