13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q2 2024 · Filed August 15, 2024 · Accession 0001398344-24-014771
Total Value
$51.4M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROKU INC | POWI | 75,000 | $4.5M | 8.74% |
| 2 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | ON | 205,000 | $4.1M | 7.98% |
| 3 | WOLFSPEED INC | WOLF | 180,000 | $4.1M | 7.96% |
| 4 | ZSCALER INC | 00449R109 | 20,000 | $3.8M | 7.47% |
| 5 | NETFLIX INC | ASPN | 5,000 | $3.4M | 6.56% |
| 6 | ASPEN AEROGELS INC | DOCU | 105,000 | $2.5M | 4.87% |
| 7 | ENPHASE ENERGY INC | CHGG | 23,000 | $2.3M | 4.46% |
| 8 | PALANTIR TECHNOLOGIES INC | RUN | 85,000 | $2.2M | 4.19% |
| 9 | DOCUSIGN INC | BILL | 40,000 | $2.1M | 4.16% |
| 10 | PAGERDUTY INC | RYLPF | 90,000 | $2.1M | 4.01% |
| 11 | DOMO INC | DOMO | 230,000 | $1.8M | 3.45% |
| 12 | PALO ALTO NETWORKS INC | ENVX | 5,000 | $1.7M | 3.30% |
| 13 | CLOUDFLARE INC | FSLY | 20,000 | $1.7M | 3.22% |
| 14 | WORKDAY INC | 461148108 | 7,000 | $1.6M | 3.04% |
| 15 | MONGODB INC | TSLA | 5,000 | $1.2M | 2.43% |
| 16 | MONDAY.COM LTD | PYPL | 5,000 | $1.2M | 2.34% |
| 17 | QUANTA SERVICES INC | COUR | 4,000 | $1.0M | 1.98% |
| 18 | OKTA INC | GLW | 10,000 | $936,100 | 1.82% |
| 19 | FIRST SOLAR INC | MDB | 4,000 | $901,840 | 1.75% |
| 20 | CHEGG INC | ENPH | 260,000 | $821,600 | 1.60% |
| 21 | TESLA INC | TSLA | 4,000 | $791,520 | 1.54% |
| 22 | BILL HOLDINGS INC | NFLX | 15,000 | $789,300 | 1.53% |
| 23 | AXCELIS TECHNOLOGIES INC | 50077B207 | 5,000 | $710,950 | 1.38% |
| 24 | ON SEMICONDUCTOR CORP | ABLZF | 10,000 | $685,500 | 1.33% |
| 25 | PAYPAL HOLDINGS INC | 438516106 | 10,000 | $580,300 | 1.13% |
| 26 | ENOVIX CORP | NET | 30,000 | $463,800 | 0.90% |
| 27 | ITRON INC | SEDG | 4,565 | $451,752 | 0.88% |
| 28 | CORNING INC | 74762E102 | 11,460 | $445,221 | 0.87% |
| 29 | ABB LTD | WOLF | 7,000 | $389,970 | 0.76% |
| 30 | FASTLY INC | PANW | 50,000 | $368,500 | 0.72% |
| 31 | SOLAREDGE TECHNOLOGIES INC | 86745K104 | 13,000 | $328,380 | 0.64% |
| 32 | KONINKLIJKE PHILIPS NV | STMEF | 11,761 | $296,377 | 0.58% |
| 33 | STMICROELECTRONICS NV | CARR | 5,000 | $196,400 | 0.38% |
| 34 | EVGO INC | TWLO | 60,000 | $147,000 | 0.29% |
| 35 | SUNRUN INC | CHPT | 11,600 | $137,576 | 0.27% |
| 36 | HONEYWELL INTERNATIONAL INC | OKTA | 580 | $123,853 | 0.24% |
| 37 | POWER INTEGRATIONS INC | EVGOW | 1,598 | $112,164 | 0.22% |
| 38 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $90,600 | 0.18% |
| 39 | SUNPOWER CORP | SPWRW | 29,931 | $88,596 | 0.17% |
| 40 | SUNNOVA ENERGY INTERNATIONAL INC | ACLS | 15,000 | $83,700 | 0.16% |
| 41 | COURSERA INC | COUR | 10,000 | $71,600 | 0.14% |
| 42 | CARRIER GLOBAL CORP | PD | 1,000 | $63,080 | 0.12% |
| 43 | ARQ INC | ZS | 6,800 | $41,276 | 0.08% |
| 44 | CURALEAF HOLDINGS INC | WDAY | 10,000 | $38,500 | 0.07% |
| 45 | INTEVAC INC | FSLR | 5,800 | $22,388 | 0.04% |
| 46 | ORION ENERGY SYSTEMS INC | ITRI | 14,000 | $15,540 | 0.03% |
| 47 | ACCELLERON INDUSTRIES AG | ROKU | 350 | $13,636 | 0.03% |
| 48 | SWVL HOLDINGS CORP | CURLF | 13,333 | $188 | 0.00% |