Q2 2024 · 13F-HR
Firsthand Capital Management, Inc.holdings as filed
Filed 2024-08-15 · accession 0001398344-24-014771
$51.4M
Reported value
44
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 739276103 | POWI | ROKU INC | $4.5M | 8.74% | 75,000 | Common | SOLE |
| 977852102 | WOLF* | WOLFSPEED INC | $4.5M | 8.72% | 187,000 | Common | SOLE |
| 682189105 | ON | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $4.1M | 7.98% | 205,000 | Common | SOLE |
| 00449R109 | ACLLY | ZSCALER INC | $3.8M | 7.47% | 20,000 | Common | SOLE |
| 04523Y105 | ASPN | NETFLIX INC | $3.4M | 6.56% | 5,000 | Common | SOLE |
| 256163106 | DOCU | ASPEN AEROGELS INC | $2.5M | 4.87% | 105,000 | Common | SOLE |
| 163092109 | CHGG | ENPHASE ENERGY INC | $2.3M | 4.46% | 23,000 | Common | SOLE |
| 86771W105 | RUN | PALANTIR TECHNOLOGIES INC | $2.2M | 4.19% | 85,000 | Common | SOLE |
| 090043100 | BILL | DOCUSIGN INC | $2.1M | 4.16% | 40,000 | Common | SOLE |
| 500472303 | PHG | PAGERDUTY INC | $2.1M | 4.01% | 90,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $2.0M | 3.97% | 9,000 | Common | SOLE |
| 257554105 | DOMO | DOMO INC | $1.8M | 3.45% | 230,000 | Common | SOLE |
| 293594107 | ENVX | PALO ALTO NETWORKS INC | $1.7M | 3.30% | 5,000 | Common | SOLE |
| 31188V100 | FSLY | CLOUDFLARE INC | $1.7M | 3.22% | 20,000 | Common | SOLE |
| 461148108 | — | WORKDAY INC | $1.6M | 3.04% | 7,000 | Common | SOLE |
| 70450Y103 | PYPL | MONDAY.COM LTD | $1.2M | 2.34% | 5,000 | Common | SOLE |
| 22266M104 | COUR | QUANTA SERVICES INC | $1.1M | 2.12% | 14,000 | Common | SOLE |
| 219350105 | GLW | OKTA INC | $936,100 | 1.82% | 10,000 | Common | SOLE |
| 60937P106 | MDB | FIRST SOLAR INC | $901,840 | 1.75% | 4,000 | Common | SOLE |
| 29355A107 | ENPH | CHEGG INC | $821,600 | 1.60% | 260,000 | Common | SOLE |
| 64110L106 | NFLX | BILL HOLDINGS INC | $789,300 | 1.53% | 15,000 | Common | SOLE |
| 50077B207 | KTOS | AXCELIS TECHNOLOGIES INC | $710,950 | 1.38% | 5,000 | Common | SOLE |
| 000375204 | ABBNY | ON SEMICONDUCTOR CORP | $685,500 | 1.33% | 10,000 | Common | SOLE |
| 438516106 | HON | PAYPAL HOLDINGS INC | $580,300 | 1.13% | 10,000 | Common | SOLE |
| 18915M107 | NET | ENOVIX CORP | $463,800 | 0.90% | 30,000 | Common | SOLE |
| 83417M104 | SEDG | ITRON INC | $451,752 | 0.88% | 4,565 | Common | SOLE |
| 74762E102 | QURE | CORNING INC | $445,221 | 0.87% | 11,460 | Common | SOLE |
| 697435105 | PANW | FASTLY INC | $368,500 | 0.72% | 50,000 | Common | SOLE |
| 86745K104 | NOVAQ | SOLAREDGE TECHNOLOGIES INC | $328,380 | 0.64% | 13,000 | Common | SOLE |
| 861012102 | STM | KONINKLIJKE PHILIPS NV | $296,377 | 0.58% | 11,761 | Common | SOLE |
| 15961R105 | — | SUNRUN INC | $228,176 | 0.44% | 71,600 | Common | SOLE |
| 14448C104 | CARR | STMICROELECTRONICS NV | $196,400 | 0.38% | 5,000 | Common | SOLE |
| 90138F102 | TWLO | EVGO INC | $147,000 | 0.29% | 60,000 | Common | SOLE |
| 679295105 | OKTA | HONEYWELL INTERNATIONAL INC | $123,853 | 0.24% | 580 | Common | SOLE |
| 30052F100 | EVGO | POWER INTEGRATIONS INC | $112,164 | 0.22% | 1,598 | Common | SOLE |
| 867652406 | SPWRQ | SUNPOWER CORP | $88,596 | 0.17% | 29,931 | Common | SOLE |
| 054540208 | ACLS | SUNNOVA ENERGY INTERNATIONAL INC | $83,700 | 0.16% | 15,000 | Common | SOLE |
| 69553P100 | PD | CARRIER GLOBAL CORP | $63,080 | 0.12% | 1,000 | Common | SOLE |
| 98980G102 | ZS | ARQ INC | $41,276 | 0.08% | 6,800 | Common | SOLE |
| 98138H101 | WDAY | CURALEAF HOLDINGS INC | $38,500 | 0.07% | 10,000 | Common | SOLE |
| 336433107 | FSLR | INTEVAC INC | $22,388 | 0.04% | 5,800 | Common | SOLE |
| 465741106 | ITRI | ORION ENERGY SYSTEMS INC | $15,540 | 0.03% | 14,000 | Common | SOLE |
| 77543R102 | ROKU | ACCELLERON INDUSTRIES AG | $13,636 | 0.03% | 350 | Common | SOLE |
| 23126M102 | CURLF | SWVL HOLDINGS CORP | $188 | 0.00% | 13,333 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.