13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003052
Total Value
$85.7M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Wolfspeed, Inc. | WOLF | 190,000 | $13.1M | 15.31% |
| 2 | Roku, Inc. | ROKU | 241,000 | $9.8M | 11.45% |
| 3 | Enphase Energy, Inc. | ENPH | 33,000 | $8.7M | 10.20% |
| 4 | Chegg, Inc. | CHGG | 260,000 | $6.6M | 7.67% |
| 5 | SolarEdge Technologies, Inc. | SEDG | 14,000 | $4.0M | 4.63% |
| 6 | Cloudflare, Inc. | NET | 80,000 | $3.6M | 4.22% |
| 7 | Zscaler, Inc. | ZS | 30,000 | $3.4M | 3.92% |
| 8 | DocuSign, Inc. | DOCU | 60,000 | $3.3M | 3.88% |
| 9 | Domo, Inc. | DOMO | 230,000 | $3.3M | 3.82% |
| 10 | Bill.com Holdings, Inc. | BILL | 30,000 | $3.3M | 3.81% |
| 11 | Kratos Defense & Security Solutions, Inc. | 50077B207 | 310,000 | $3.2M | 3.73% |
| 12 | PagerDuty, Inc. | PD | 120,000 | $3.2M | 3.72% |
| 13 | Netflix, Inc. | NFLX | 10,000 | $2.9M | 3.44% |
| 14 | monday.com Ltd. | MNDY | 20,000 | $2.4M | 2.85% |
| 15 | Palo Alto Networks, Inc. | PANW | 15,000 | $2.1M | 2.44% |
| 16 | Workday, Inc. | WDAY | 10,000 | $1.7M | 1.95% |
| 17 | Twilio, Inc. | TWLO | 30,000 | $1.5M | 1.71% |
| 18 | MongoDB,Inc. | MDB | 5,000 | $984,200 | 1.15% |
| 19 | First Solar, Inc. | FSLR | 5,000 | $748,950 | 0.87% |
| 20 | Quanta Services, Inc. | 74762E102 | 5,000 | $712,500 | 0.83% |
| 21 | PayPal Holdings, Inc. | PYPL | 10,000 | $712,200 | 0.83% |
| 22 | Okta, Inc. | OKTA | 10,000 | $683,300 | 0.80% |
| 23 | ON Semiconductor Corp. | ON | 10,000 | $623,700 | 0.73% |
| 24 | Tesla Motors, Inc. | TSLA | 5,000 | $615,900 | 0.72% |
| 25 | ChargePoint Holdings, Inc. | CHPT | 60,000 | $571,800 | 0.67% |
| 26 | SunPower Corp. - Class B | SPWRW | 29,931 | $539,656 | 0.63% |
| 27 | Corning, Inc. | GLW | 16,460 | $525,732 | 0.61% |
| 28 | Aspen Aerogels, Inc. | ASPN | 35,000 | $412,650 | 0.48% |
| 29 | Fastly, Inc. | FSLY | 50,000 | $409,500 | 0.48% |
| 30 | Itron, Inc. | ITRI | 5,565 | $281,867 | 0.33% |
| 31 | Sunrun, Inc. | RUN | 11,600 | $278,632 | 0.33% |
| 32 | Sunnova Energy International Inc. | 86745K104 | 15,000 | $270,150 | 0.32% |
| 33 | EVgo, Inc. | EVGOW | 60,000 | $268,200 | 0.31% |
| 34 | ABB LTD. | ABLZF | 7,000 | $213,220 | 0.25% |
| 35 | Koninklijke (Royal) Philips Electronics N.V. | RYLPF | 10,887 | $163,196 | 0.19% |
| 36 | Tempo Automation, Inc. | 88024M108 | 200,000 | $154,140 | 0.18% |
| 37 | Lesaka Technologies, Inc. | LSAK | 30,000 | $136,500 | 0.16% |
| 38 | Coursera, Inc. | COUR | 10,000 | $118,300 | 0.14% |
| 39 | Astra Space, Inc. | 04634X103 | 200,000 | $86,760 | 0.10% |
| 40 | CytoDyn, Inc. | CYDY | 222,730 | $50,114 | 0.06% |
| 41 | Curaleaf Holdings, Inc. | CURLF | 10,000 | $42,973 | 0.05% |
| 42 | Orion Energy Systems, Inc. | OESX | 14,000 | $25,480 | 0.03% |
| 43 | Swvl Holdings Corp Warrant | SWVLW | 13,333 | $265 | 0.00% |