Q4 2024 · 13F-HR
Firsthand Capital Management, Inc.holdings as filed
Filed 2025-02-14 · accession 0001398344-25-002895
$48.1M
Reported value
48
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $5.7M | 11.8% | 75,000 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $5.6M | 11.6% | 75,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.5M | 9.27% | 5,000 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $2.7M | 5.61% | 30,000 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $2.4M | 4.94% | 90,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.8M | 3.79% | 10,000 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $1.8M | 3.76% | 7,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $1.8M | 3.75% | 10,000 | Common | SOLE |
| 69553P100 | PD | PAGERDUTY INC | $1.6M | 3.42% | 90,000 | Common | SOLE |
| 257554105 | DOMO | DOMO INC | $1.6M | 3.39% | 230,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.5M | 3.14% | 25,000 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $1.2M | 2.60% | 105,000 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $1.2M | 2.57% | 18,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.2M | 2.52% | 3,000 | Common | SOLE |
| 977852102 | WOLF* | WOLFSPEED INC | $1.2M | 2.49% | 180,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY.COM LTD | $1.2M | 2.45% | 5,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $1.2M | 2.42% | 5,000 | Common | SOLE |
| 74762E102 | QURE | QUANTA SERVICES INC | $979,755 | 2.04% | 3,100 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $884,240 | 1.84% | 8,000 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HOLDINGS INC | $853,500 | 1.78% | 10,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $788,000 | 1.64% | 10,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $704,960 | 1.47% | 4,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $630,500 | 1.31% | 10,000 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $485,940 | 1.01% | 1,000 | Common | SOLE |
| 31188V100 | FSLY | FASTLY INC | $472,000 | 0.98% | 50,000 | Common | SOLE |
| 163092109 | CHGG | CHEGG INC | $418,600 | 0.87% | 260,000 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $387,088 | 0.81% | 3,565 | Common | SOLE |
| 000357204 | — | ABB LTD | $375,970 | 0.78% | 7,000 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORP | $326,100 | 0.68% | 30,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $306,979 | 0.64% | 6,460 | Common | SOLE |
| 054540208 | ACLS | AXCELIS TECHNOLOGIES INC | $279,480 | 0.58% | 4,000 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $248,300 | 0.52% | 1,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $222,100 | 0.46% | 10,000 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $212,300 | 0.44% | 10,000 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $176,800 | 0.37% | 13,000 | Common | SOLE |
| 500472303 | PHG | KONINKLIJKE PHILIPS NV | $171,189 | 0.36% | 6,761 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTERNATIONAL INC | $131,016 | 0.27% | 580 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS NV | $124,850 | 0.26% | 5,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $107,300 | 0.22% | 11,600 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $98,597 | 0.21% | 1,598 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $85,000 | 0.18% | 10,000 | Common | SOLE |
| 30052F100 | EVGO | EVGO INC | $81,000 | 0.17% | 20,000 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORP | $68,260 | 0.14% | 1,000 | Common | SOLE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $64,200 | 0.13% | 60,000 | Common | SOLE |
| 00770C101 | ARQ | ARQ INC | $51,476 | 0.11% | 6,800 | Common | SOLE |
| 86745K104 | NOVAQ | SUNNOVA ENERGY INTERNATIONAL INC | $51,450 | 0.11% | 15,000 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS INC | $37,260 | 0.08% | 1,000 | Common | SOLE |
| 686275108 | OESXUSD | ORION ENERGY SYSTEMS INC | $11,201 | 0.02% | 14,000 | 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.