SiVest Group

Firsthand Capital Management as of Dec. 31, 2024

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Common Stock (PLTR) 11.8 $5.7M 75k 75.63
Roku Common Stock (ROKU) 11.6 $5.6M 75k 74.34
Netflix Common Stock (NFLX) 9.3 $4.5M 5.0k 891.32
Docusign Common Stock (DOCU) 5.6 $2.7M 30k 89.94
Kratos Defense & Security Solutions Common Stock (KTOS) 4.9 $2.4M 90k 26.38
Palo Alto Networks Common Stock (PANW) 3.8 $1.8M 10k 181.96
Workday Common Stock (WDAY) 3.8 $1.8M 7.0k 258.03
Zscaler Common Stock (ZS) 3.8 $1.8M 10k 180.41
Pagerduty Common Stock (PD) 3.4 $1.6M 90k 18.26
Domo Common Stock (DOMO) 3.4 $1.6M 230k 7.08
Uber Technologies Common Stock (UBER) 3.1 $1.5M 25k 60.32
Aspen Aerogels Adr (ASPN) 2.6 $1.2M 105k 11.88
Enphase Energy Common Stock (ENPH) 2.6 $1.2M 18k 68.68
Tesla Common Stock (TSLA) 2.5 $1.2M 3.0k 403.84
Wolfspeed Common Stock 2.5 $1.2M 180k 6.66
Monday.com Common Stock (MNDY) 2.4 $1.2M 5.0k 235.44
Mongodb Common Stock (MDB) 2.4 $1.2M 5.0k 232.81
Quanta Services Common Stock (PWR) 2.0 $980k 3.1k 316.05
Arista Networks Common Stock 1.8 $884k 8.0k 110.53
Paypal Holdings Common Stock (PYPL) 1.8 $854k 10k 85.35
Okta Common Stock (OKTA) 1.6 $788k 10k 78.80
First Solar Common Stock (FSLR) 1.5 $705k 4.0k 176.24
On Semiconductor Corp Common Stock (ON) 1.3 $631k 10k 63.05
Lockheed Martin Corp Common Stock (LMT) 1.0 $486k 1.0k 485.94
Fastly Common Stock (FSLY) 1.0 $472k 50k 9.44
Chegg Common Stock (CHGG) 0.9 $419k 260k 1.61
Itron Common Stock (ITRI) 0.8 $387k 3.6k 108.58
Abb Common Stock 0.8 $376k 7.0k 53.71
Enovix Corp Common Stock (ENVX) 0.7 $326k 30k 10.87
Corning Common Stock (GLW) 0.6 $307k 6.5k 47.52
Axcelis Technologies Common Stock (ACLS) 0.6 $280k 4.0k 69.87
Coinbase Global Common Stock (COIN) 0.5 $248k 1.0k 248.30
Bloom Energy Corp Common Stock (BE) 0.5 $222k 10k 22.21
Oklo Common Stock (OKLO) 0.4 $212k 10k 21.23
Solaredge Technologies Common Stock (SEDG) 0.4 $177k 13k 13.60
Koninklijke Philips Nv Common Stock (PHG) 0.4 $171k 6.8k 25.32
Honeywell International Common Stock (HON) 0.3 $131k 580.00 225.89
Stmicroelectronics Nv Adr (STM) 0.3 $125k 5.0k 24.97
Sunrun Common Stock (RUN) 0.2 $107k 12k 9.25
Power Integrations Common Stock (POWI) 0.2 $99k 1.6k 61.70
Coursera Common Stock (COUR) 0.2 $85k 10k 8.50
Evgo Common Stock (EVGO) 0.2 $81k 20k 4.05
Carrier Global Corp Common Stock (CARR) 0.1 $68k 1.0k 68.26
Chargepoint Holdings Common Stock 0.1 $64k 60k 1.07
Arq Common Stock (ARQ) 0.1 $52k 6.8k 7.57
Sunnova Energy International Adr (NOVAQ) 0.1 $52k 15k 3.43
Robinhood Markets Common Stock (HOOD) 0.1 $37k 1.0k 37.26
Orion Energy Systems Common Stock (OESX) 0.0 $11k 14k 0.80