13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q2 2023 · Filed May 18, 2023 · Accession 0001398344-23-009989
Total Value
$92.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Roku, Inc. | ROKU | 210,000 | $13.8M | 15.01% |
| 2 | Wolfspeed, Inc. | WOLF | 190,000 | $12.3M | 13.40% |
| 3 | Cloudflare, Inc. | NET | 80,000 | $4.9M | 5.36% |
| 4 | Enphase Energy, Inc. | ENPH | 23,000 | $4.8M | 5.25% |
| 5 | SolarEdge Technologies, Inc. | SEDG | 14,000 | $4.3M | 4.62% |
| 6 | Chegg, Inc. | CHGG | 260,000 | $4.2M | 4.60% |
| 7 | PagerDuty, Inc. | PD | 120,000 | $4.2M | 4.56% |
| 8 | Kratos Defense & Security Solutions, Inc. | 50077B207 | 310,000 | $4.2M | 4.54% |
| 9 | Zscaler, Inc. | ZS | 30,000 | $3.5M | 3.81% |
| 10 | DocuSign, Inc. | DOCU | 60,000 | $3.5M | 3.80% |
| 11 | Netflix, Inc. | NFLX | 10,000 | $3.5M | 3.75% |
| 12 | Domo, Inc. | DOMO | 230,000 | $3.3M | 3.54% |
| 13 | Palo Alto Networks, Inc. | PANW | 15,000 | $3.0M | 3.25% |
| 14 | monday.com Ltd. | MNDY | 20,000 | $2.9M | 3.10% |
| 15 | Bill.com Holdings, Inc. | BILL | 30,000 | $2.4M | 2.64% |
| 16 | Workday, Inc. | WDAY | 10,000 | $2.1M | 2.24% |
| 17 | Twilio, Inc. | TWLO | 30,000 | $2.0M | 2.17% |
| 18 | MongoDB,Inc. | MDB | 5,000 | $1.2M | 1.27% |
| 19 | First Solar, Inc. | FSLR | 5,000 | $1.1M | 1.18% |
| 20 | Tesla Motors, Inc. | TSLA | 5,000 | $1.0M | 1.13% |
| 21 | Fastly, Inc. | FSLY | 50,000 | $888,000 | 0.96% |
| 22 | Okta, Inc. | OKTA | 10,000 | $862,400 | 0.94% |
| 23 | Quanta Services, Inc. | 74762E102 | 5,000 | $833,200 | 0.90% |
| 24 | ON Semiconductor Corp. | ON | 10,000 | $823,200 | 0.89% |
| 25 | PayPal Holdings, Inc. | PYPL | 10,000 | $759,400 | 0.82% |
| 26 | ChargePoint Holdings, Inc. | CHPT | 60,000 | $628,200 | 0.68% |
| 27 | Corning, Inc. | GLW | 16,460 | $580,709 | 0.63% |
| 28 | Nano Dimension Ltd. | NNDM | 200,000 | $578,000 | 0.63% |
| 29 | EVgo, Inc. | EVGOW | 60,000 | $467,400 | 0.51% |
| 30 | Enovix Corporation | ENVX | 30,000 | $447,300 | 0.49% |
| 31 | Tempo Automation, Inc. | 88024M108 | 520,000 | $422,292 | 0.46% |
| 32 | SunPower Corp. - Class B | SPWRW | 29,931 | $414,245 | 0.45% |
| 33 | Itron, Inc. | ITRI | 5,565 | $308,579 | 0.34% |
| 34 | STMicroelectronics N.V. - ADR | STMEF | 5,000 | $267,450 | 0.29% |
| 35 | Aspen Aerogels, Inc. | ASPN | 35,000 | $260,750 | 0.28% |
| 36 | ABB LTD. | ABLZF | 7,000 | $240,100 | 0.26% |
| 37 | Sunnova Energy International Inc. | 86745K104 | 15,000 | $234,300 | 0.25% |
| 38 | Sunrun, Inc. | RUN | 11,600 | $233,740 | 0.25% |
| 39 | Koninklijke (Royal) Philips Electronics N.V. | RYLPF | 10,887 | $199,776 | 0.22% |
| 40 | Lesaka Technologies, Inc. | LSAK | 30,000 | $144,000 | 0.16% |
| 41 | Coursera, Inc. | COUR | 10,000 | $115,200 | 0.13% |
| 42 | Astra Space, Inc. | 04634X103 | 200,000 | $85,000 | 0.09% |
| 43 | CytoDyn, Inc. | CYDY | 222,730 | $80,183 | 0.09% |
| 44 | Orion Energy Systems, Inc. | OESX | 14,000 | $28,420 | 0.03% |
| 45 | Curaleaf Holdings, Inc. | CURLF | 10,000 | $28,100 | 0.03% |
| 46 | Swvl Holdings Corp Warrant | SWVLW | 13,333 | $277 | 0.00% |