SiVest Group

Firsthand Capital Management as of March 31, 2025

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Common Stock (PLTR) 13.3 $5.5M 65k 84.40
Roku Common Stock (ROKU) 12.8 $5.3M 75k 70.44
Netflix Common Stock (NFLX) 11.3 $4.7M 5.0k 932.53
Docusign Common Stock (DOCU) 5.9 $2.4M 30k 81.40
Uber Technologies Common Stock (UBER) 4.4 $1.8M 25k 72.86
Domo Common Stock (DOMO) 4.3 $1.8M 230k 7.76
Palo Alto Networks Common Stock (PANW) 4.1 $1.7M 10k 170.64
Pagerduty Common Stock (PD) 4.0 $1.6M 90k 18.27
Workday Common Stock (WDAY) 4.0 $1.6M 7.0k 233.53
Arista Networks Common Stock (ANET) 3.4 $1.4M 18k 77.48
Toast Common Stock (TOST) 3.2 $1.3M 40k 33.17
Monday.com Common Stock (MNDY) 2.9 $1.2M 5.0k 243.16
Okta Common Stock (OKTA) 2.5 $1.1M 10k 105.22
Zscaler Common Stock (ZS) 2.4 $992k 5.0k 198.42
Mongodb Common Stock (MDB) 2.1 $877k 5.0k 175.40
Aspen Aerogels Common Stock (ASPN) 1.9 $799k 125k 6.39
Paypal Holdings Common Stock (PYPL) 1.6 $653k 10k 65.25
Wolfspeed Common Stock 1.3 $551k 180k 3.06
Quanta Services Common Stock (PWR) 1.3 $534k 2.1k 254.18
Tesla Common Stock (TSLA) 1.3 $518k 2.0k 259.16
Robinhood Markets Common Stock (HOOD) 1.1 $458k 11k 41.62
Itron Common Stock (ITRI) 0.9 $374k 3.6k 104.76
Abb Common Stock 0.9 $365k 7.0k 52.14
On Semiconductor Corp Common Stock (ON) 0.8 $326k 8.0k 40.69
Fastly Common Stock (FSLY) 0.8 $317k 50k 6.33
Corning Common Stock (GLW) 0.7 $296k 6.5k 45.78
Bloom Energy Corp Common Stock (BE) 0.7 $295k 15k 19.66
First Solar Common Stock (FSLR) 0.6 $253k 2.0k 126.43
Enovix Corp Common Stock (ENVX) 0.5 $220k 30k 7.34
Oklo Common Stock (OKLO) 0.5 $216k 10k 21.63
Solaredge Technologies Common Stock (SEDG) 0.5 $210k 13k 16.18
Axcelis Technologies Common Stock (ACLS) 0.5 $199k 4.0k 49.67
Enphase Energy Common Stock (ENPH) 0.5 $186k 3.0k 62.05
Coinbase Global Common Stock (COIN) 0.4 $172k 1.0k 172.23
Chegg Common Stock (CHGG) 0.4 $166k 260k 0.64
Honeywell International Common Stock (HON) 0.3 $123k 580.00 211.75
Koninklijke Philips Nv Common Stock (PHG) 0.3 $121k 4.8k 25.40
Stmicroelectronics Nv Adr (STM) 0.3 $110k 5.0k 21.96
Sunrun Common Stock (RUN) 0.3 $107k 12k 9.25
Evgo Common Stock (EVGO) 0.2 $81k 20k 4.05
Power Integrations Common Stock (POWI) 0.2 $81k 1.6k 50.50
Coursera Common Stock (COUR) 0.2 $67k 10k 6.66
Carrier Global Corp Common Stock (CARR) 0.2 $63k 1.0k 63.40
Chargepoint Holdings Common Stock 0.1 $36k 60k 0.60
Arq Common Stock (ARQ) 0.1 $28k 6.8k 4.17
Orion Energy Systems Common Stock (OESX) 0.0 $10k 14k 0.72
Sunnova Energy International Common Stock (NOVAQ) 0.0 $5.6k 15k 0.37