13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001398344-24-009701
Total Value
$61.4M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Wolfspeed, Inc. | WOLF | 180,000 | $5.3M | 8.65% |
| 2 | Roku, Inc. | ROKU | 75,000 | $4.9M | 7.96% |
| 3 | Kratos Defense & Security Solutions, Inc. | 50077B207 | 235,000 | $4.3M | 7.04% |
| 4 | Zscaler, Inc. | ZS | 20,000 | $3.9M | 6.28% |
| 5 | DocuSign, Inc. | DOCU | 60,000 | $3.6M | 5.82% |
| 6 | Netflix, Inc. | NFLX | 5,000 | $3.0M | 4.95% |
| 7 | Enphase Energy, Inc. | ENPH | 23,000 | $2.8M | 4.53% |
| 8 | PagerDuty, Inc. | PD | 120,000 | $2.7M | 4.43% |
| 9 | Palantir Technolgies, Inc. | PLTR | 100,000 | $2.3M | 3.75% |
| 10 | Monday.com Ltd. | MNDY | 10,000 | $2.3M | 3.68% |
| 11 | Workday, Inc. | WDAY | 8,000 | $2.2M | 3.56% |
| 12 | Bill.com Holdings, Inc. | BILL | 30,000 | $2.1M | 3.36% |
| 13 | Domo, Inc. | DOMO | 230,000 | $2.1M | 3.34% |
| 14 | Chegg, Inc. | CHGG | 260,000 | $2.0M | 3.21% |
| 15 | Cloudflare, Inc. | NET | 20,000 | $1.9M | 3.16% |
| 16 | Twilio, Inc. | TWLO | 30,000 | $1.8M | 2.99% |
| 17 | MongoDB,Inc. | MDB | 5,000 | $1.8M | 2.92% |
| 18 | Palo Alto Networks, Inc. | PANW | 5,000 | $1.4M | 2.31% |
| 19 | Quanta Services, Inc. | 74762E102 | 5,000 | $1.3M | 2.12% |
| 20 | Okta, Inc. | OKTA | 10,000 | $1.0M | 1.70% |
| 21 | SolarEdge Technologies, Inc. | SEDG | 13,000 | $922,740 | 1.50% |
| 22 | First Solar, Inc. | FSLR | 5,000 | $844,000 | 1.38% |
| 23 | ON Semiconductor Corp. | ON | 10,000 | $735,500 | 1.20% |
| 24 | Tesla Motors, Inc. | TSLA | 4,000 | $703,160 | 1.15% |
| 25 | PayPal Holdings, Inc. | PYPL | 10,000 | $669,900 | 1.09% |
| 26 | Fastly, Inc. | FSLY | 50,000 | $648,500 | 1.06% |
| 27 | Aspen Aerogels, Inc. | ASPN | 35,000 | $616,000 | 1.00% |
| 28 | Axcelis Technologies Inc. | ACLS | 5,000 | $557,600 | 0.91% |
| 29 | Itron, Inc. | ITRI | 4,565 | $422,354 | 0.69% |
| 30 | Corning, Inc. | GLW | 11,460 | $377,722 | 0.62% |
| 31 | ABB LTD. | ABLZF | 7,000 | $324,520 | 0.53% |
| 32 | Enovix Corporation | ENVX | 30,000 | $240,300 | 0.39% |
| 33 | Koninklijke (Royal) Philips Electronics N.V. | RYLPF | 11,373 | $227,460 | 0.37% |
| 34 | STMicroelectronics N.V. - ADR | STMEF | 5,000 | $216,200 | 0.35% |
| 35 | Sunrun, Inc. | RUN | 11,600 | $152,888 | 0.25% |
| 36 | EVgo, Inc. | EVGOW | 60,000 | $150,600 | 0.25% |
| 37 | Coursera, Inc. | COUR | 10,000 | $140,200 | 0.23% |
| 38 | Honeywell International, Inc. | 438516106 | 580 | $119,045 | 0.19% |
| 39 | Power Integrations, Inc. | POWI | 1,598 | $114,337 | 0.19% |
| 40 | ChargePoint Holdings, Inc. | CHPT | 60,000 | $114,000 | 0.19% |
| 41 | Sunnova Energy International Inc. | 86745K104 | 15,000 | $91,950 | 0.15% |
| 42 | SunPower Corp. - Class B | SPWRW | 29,931 | $89,793 | 0.15% |
| 43 | Carrier Global Corp. | CARR | 1,000 | $58,130 | 0.09% |
| 44 | Curaleaf Holdings, Inc. | CURLF | 10,000 | $53,400 | 0.09% |
| 45 | ARQ, INC. | ARQ | 6,800 | $44,064 | 0.07% |
| 46 | Amtech Systems, Inc. | ASYS | 6,600 | $35,706 | 0.06% |
| 47 | Intevac, Inc. | 461148108 | 5,800 | $22,272 | 0.04% |
| 48 | Jazz Pharmaceuticals plc | JAZZ | 120 | $14,450 | 0.02% |
| 49 | Accelleron Industries AG | 00449R109 | 350 | $13,178 | 0.02% |
| 50 | Orion Energy Systems, Inc. | OESX | 14,000 | $12,183 | 0.02% |
| 51 | Maxeon Solar Technologies LTD | MAXN | 2,491 | $8,295 | 0.01% |
| 52 | Swvl Holdings Corp Warrant | SWVLW | 13,333 | $227 | 0.00% |