SiVest Group

Firsthand Capital Management as of June 30, 2025

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 49 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Common Stock (PLTR) 13.5 $7.5M 55k 136.32
Netflix Common Stock (NFLX) 12.1 $6.7M 5.0k 1339.13
Roku Common Stock (ROKU) 11.9 $6.6M 75k 87.89
Domo Common Stock (DOMO) 5.8 $3.2M 230k 13.97
Docusign Common Stock (DOCU) 4.2 $2.3M 30k 77.89
Uber Technologies Common Stock (UBER) 4.2 $2.3M 25k 93.30
Palo Alto Networks Common Stock (PANW) 3.7 $2.0M 10k 204.64
Arista Networks Common Stock (ANET) 3.3 $1.8M 18k 102.31
Rocket Lab Corp Common Stock (RKLB) 3.2 $1.8M 50k 35.77
Toast Common Stock (TOST) 3.2 $1.8M 40k 44.29
Oklo Common Stock (OKLO) 3.0 $1.7M 30k 55.99
Workday Common Stock (WDAY) 2.9 $1.6M 7.0k 233.53
Monday.com Common Stock (MNDY) 2.8 $1.6M 5.0k 314.48
Zscaler Common Stock (ZS) 2.8 $1.6M 5.0k 313.94
Mongodb Common Stock (MDB) 1.9 $1.0M 5.0k 209.99
Robinhood Markets Common Stock (HOOD) 1.9 $1.0M 11k 93.63
Okta Common Stock (OKTA) 1.8 $1000k 10k 99.97
Sofi Technologies Common Stock (SOFI) 1.6 $911k 50k 18.21
Coherent Corp Common Stock (COHR) 1.6 $892k 10k 89.21
Quanta Services Common Stock (PWR) 1.4 $794k 2.1k 378.08
Paypal Holdings Common Stock (PYPL) 1.3 $743k 10k 74.32
Aspen Aerogels Common Stock (ASPN) 1.3 $740k 125k 5.92
Tesla Common Stock (TSLA) 1.1 $635k 2.0k 317.66
On Semiconductor Corp Common Stock (ON) 0.8 $419k 8.0k 52.41
Abb Common Stock 0.8 $418k 7.0k 59.67
Bloom Energy Corp Common Stock (BE) 0.6 $359k 15k 23.92
Fastly Common Stock (FSLY) 0.6 $353k 50k 7.06
Coinbase Global Common Stock (COIN) 0.6 $351k 1.0k 350.49
Corning Common Stock (GLW) 0.6 $340k 6.5k 52.59
First Solar Common Stock (FSLR) 0.6 $331k 2.0k 165.54
Chegg Common Stock (CHGG) 0.6 $315k 260k 1.21
Enovix Corp Common Stock (ENVX) 0.6 $310k 30k 10.34
Axcelis Technologies Common Stock (ACLS) 0.5 $279k 4.0k 69.69
Itron Common Stock (ITRI) 0.5 $263k 2.0k 131.63
Complete Solaria Common Stock (SPWR) 0.3 $184k 100k 1.84
Ormat Technologies Common Stock (ORA) 0.3 $168k 2.0k 83.76
Stmicroelectronics Nv Common Stock (STM) 0.3 $152k 5.0k 30.41
Honeywell International Common Stock (HON) 0.2 $135k 580.00 232.88
Koninklijke Philips Nv Common Stock (PHG) 0.2 $119k 5.0k 23.98
Enphase Energy Common Stock (ENPH) 0.2 $119k 3.0k 39.65
Sunrun Common Stock (RUN) 0.2 $107k 12k 9.25
Power Integrations Common Stock (POWI) 0.2 $89k 1.6k 55.90
Coursera Common Stock (COUR) 0.2 $88k 10k 8.76
Carrier Global Corp Common Stock (CARR) 0.1 $73k 1.0k 73.19
Wolfspeed Common Stock 0.1 $72k 180k 0.40
Solaredge Technologies Common Stock (SEDG) 0.1 $61k 3.0k 20.40
Chargepoint Holdings Common Stock 0.1 $42k 60k 0.70
Arq Common Stock (ARQ) 0.1 $37k 6.8k 5.37
Orion Energy Systems Common Stock (OESX) 0.0 $8.5k 14k 0.61