13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020691
Total Value
$69.3M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROKU INC | ROKU | 100,000 | $7.1M | 10.18% |
| 2 | WOLFSPEED INC | WOLF | 180,000 | $6.9M | 9.89% |
| 3 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 50077B207 | 310,000 | $4.7M | 6.71% |
| 4 | PALO ALTO NETWORKS INC | PANW | 15,000 | $3.5M | 5.07% |
| 5 | BILL HOLDINGS INC | BILL | 30,000 | $3.3M | 4.70% |
| 6 | MONDAY.COM LTD | MNDY | 20,000 | $3.2M | 4.59% |
| 7 | ZSCALER INC | ZS | 20,000 | $3.1M | 4.49% |
| 8 | ENPHASE ENERGY INC | ENPH | 23,000 | $2.8M | 3.98% |
| 9 | PAGERDUTY INC | PD | 120,000 | $2.7M | 3.89% |
| 10 | CLOUDFLARE INC | NET | 40,000 | $2.5M | 3.64% |
| 11 | DOCUSIGN INC | DOCU | 60,000 | $2.5M | 3.63% |
| 12 | CHEGG INC | CHGG | 260,000 | $2.3M | 3.34% |
| 13 | DOMO INC | DOMO | 230,000 | $2.3M | 3.25% |
| 14 | WORKDAY INC | WDAY | 10,000 | $2.1M | 3.10% |
| 15 | NETFLIX INC | NFLX | 5,000 | $1.9M | 2.72% |
| 16 | TWILIO INC | TWLO | 30,000 | $1.8M | 2.53% |
| 17 | MONGODB INC | MDB | 5,000 | $1.7M | 2.49% |
| 18 | SOLAREDGE TECHNOLOGIES INC | SEDG | 13,000 | $1.7M | 2.43% |
| 19 | PALANTIR TECHNOLOGIES INC | PLTR | 100,000 | $1.6M | 2.31% |
| 20 | TESLA INC | TSLA | 4,000 | $1.0M | 1.44% |
| 21 | FASTLY INC | FSLY | 50,000 | $958,500 | 1.38% |
| 22 | QUANTA SERVICES INC | 74762E102 | 5,000 | $935,350 | 1.35% |
| 23 | ON SEMICONDUCTOR CORP | ON | 10,000 | $929,500 | 1.34% |
| 24 | AXCELIS TECHNOLOGIES INC | ACLS | 5,000 | $815,250 | 1.18% |
| 25 | OKTA INC | OKTA | 10,000 | $815,100 | 1.18% |
| 26 | FIRST SOLAR INC | FSLR | 5,000 | $807,950 | 1.17% |
| 27 | PAYPAL HOLDINGS INC | PYPL | 10,000 | $584,600 | 0.84% |
| 28 | NANO DIMENSION LTD | NNDM | 200,000 | $544,000 | 0.78% |
| 29 | CORNING INC | GLW | 16,460 | $501,536 | 0.72% |
| 30 | WOLFSPEED INC | WOLF | 10,000 | $381,000 | 0.55% |
| 31 | ENOVIX CORP | ENVX | 30,000 | $376,500 | 0.54% |
| 32 | ITRON INC | ITRI | 5,565 | $337,128 | 0.49% |
| 33 | VESTAS WIND SYSTEMS A/S | 925458101 | 15,000 | $318,150 | 0.46% |
| 34 | ASPEN AEROGELS INC | ASPN | 35,000 | $301,000 | 0.43% |
| 35 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $298,200 | 0.43% |
| 36 | ABB LTD | ABLZF | 7,000 | $249,130 | 0.36% |
| 37 | KONINKLIJKE PHILIPS NV | RYLPF | 11,373 | $226,778 | 0.33% |
| 38 | STMICROELECTRONICS NV | STMEF | 5,000 | $215,800 | 0.31% |
| 39 | EVGO INC | EVGOW | 60,000 | $202,800 | 0.29% |
| 40 | COURSERA INC | COUR | 10,000 | $186,900 | 0.27% |
| 41 | SUNPOWER CORP | SPWRW | 29,931 | $184,674 | 0.27% |
| 42 | SUNNOVA ENERGY INTERNATIONAL INC | 86745K104 | 15,000 | $157,050 | 0.23% |
| 43 | SUNRUN INC | RUN | 11,600 | $145,696 | 0.21% |
| 44 | POWER INTEGRATIONS INC | POWI | 1,598 | $121,943 | 0.18% |
| 45 | LESAKA TECHNOLOGIES INC | LSAK | 30,000 | $117,000 | 0.17% |
| 46 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $107,149 | 0.15% |
| 47 | SWVL HOLDINGS CORP | SWVLW | 13,333 | $131 | 0.00% |