Q1 2025 · 13F-HR
Firsthand Capital Management, Inc.holdings as filed
Filed 2025-05-15 · accession 0001398344-25-009618
$41.3M
Reported value
47
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $5.5M | 13.3% | 65,000 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $5.3M | 12.8% | 75,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $4.7M | 11.3% | 5,000 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $2.4M | 5.92% | 30,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.8M | 4.41% | 25,000 | Common | SOLE |
| 257554105 | DOMO | DOMO INC | $1.8M | 4.33% | 230,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.7M | 4.14% | 10,000 | Common | SOLE |
| 69553P100 | PD | PAGERDUTY INC | $1.6M | 3.98% | 90,000 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $1.6M | 3.96% | 7,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.4M | 3.38% | 18,000 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.3M | 3.22% | 40,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY.COM LTD | $1.2M | 2.95% | 5,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.1M | 2.55% | 10,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $992,100 | 2.40% | 5,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $877,000 | 2.13% | 5,000 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $798,750 | 1.94% | 125,000 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HOLDINGS INC | $652,500 | 1.58% | 10,000 | Common | SOLE |
| 977852102 | WOLF* | WOLFSPEED INC | $550,800 | 1.33% | 180,000 | Common | SOLE |
| 74762E102 | QURE | QUANTA SERVICES INC | $533,778 | 1.29% | 2,100 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $518,320 | 1.26% | 2,000 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS INC | $457,820 | 1.11% | 11,000 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $373,469 | 0.91% | 3,565 | Common | SOLE |
| 000357204 | — | ABB LTD | $364,980 | 0.88% | 7,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $325,520 | 0.79% | 8,000 | Common | SOLE |
| 31188V100 | FSLY | FASTLY INC | $316,500 | 0.77% | 50,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $295,739 | 0.72% | 6,460 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $294,900 | 0.71% | 15,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $252,860 | 0.61% | 2,000 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORP | $220,200 | 0.53% | 30,000 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $216,300 | 0.52% | 10,000 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $210,340 | 0.51% | 13,000 | Common | SOLE |
| 054540208 | ACLS | AXCELIS TECHNOLOGIES INC | $198,680 | 0.48% | 4,000 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $186,150 | 0.45% | 3,000 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $172,230 | 0.42% | 1,000 | Common | SOLE |
| 163092109 | CHGG | CHEGG INC | $166,192 | 0.40% | 260,000 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTERNATIONAL INC | $122,815 | 0.30% | 580 | Common | SOLE |
| 500472303 | PHG | KONINKLIJKE PHILIPS NV | $120,929 | 0.29% | 4,761 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS NV | $109,800 | 0.27% | 5,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $107,300 | 0.26% | 11,600 | Common | SOLE |
| 30052F100 | EVGO | EVGO INC | $81,000 | 0.20% | 20,000 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $80,699 | 0.20% | 1,598 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $66,600 | 0.16% | 10,000 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORP | $63,400 | 0.15% | 1,000 | Common | SOLE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $36,300 | 0.09% | 60,000 | Common | SOLE |
| 00770C101 | ARQ | ARQ INC | $28,356 | 0.07% | 6,800 | Common | SOLE |
| 686275108 | OESXUSD | ORION ENERGY SYSTEMS INC | $10,095 | 0.02% | 14,000 | Common | SOLE |
| 86745K104 | NOVAQ | SUNNOVA ENERGY INTERNATIONAL INC | $5,580 | 0.01% | 15,000 | 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.