13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001398344-24-020912
Total Value
$50.7M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROKU INC | ROKU | 75,000 | $5.6M | 11.05% |
| 2 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 50077B207 | 200,000 | $4.7M | 9.19% |
| 3 | NETFLIX INC | NFLX | 5,000 | $3.5M | 7.00% |
| 4 | ZSCALER INC | ZS | 20,000 | $3.4M | 6.75% |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 85,000 | $3.2M | 6.24% |
| 6 | ASPEN AEROGELS INC | ASPN | 105,000 | $2.9M | 5.74% |
| 7 | ENPHASE ENERGY INC | ENPH | 18,000 | $2.0M | 4.01% |
| 8 | DOCUSIGN INC | DOCU | 30,000 | $1.9M | 3.68% |
| 9 | WOLFSPEED INC | WOLF | 180,000 | $1.7M | 3.45% |
| 10 | DOMO INC | DOMO | 230,000 | $1.7M | 3.41% |
| 11 | WORKDAY INC | WDAY | 7,000 | $1.7M | 3.38% |
| 12 | PALO ALTO NETWORKS INC | PANW | 5,000 | $1.7M | 3.37% |
| 13 | PAGERDUTY INC | PD | 90,000 | $1.7M | 3.29% |
| 14 | MONDAY.COM LTD | MDB | 5,000 | $1.4M | 2.74% |
| 15 | MONGODB INC | MDB | 5,000 | $1.4M | 2.67% |
| 16 | QUANTA SERVICES INC | 74762E102 | 4,000 | $1.2M | 2.35% |
| 17 | LOCKHEED MARTIN CORP | LMT | 2,000 | $1.2M | 2.31% |
| 18 | TESLA INC | TSLA | 4,000 | $1.0M | 2.06% |
| 19 | FIRST SOLAR INC | FSLR | 4,000 | $997,760 | 1.97% |
| 20 | CLOUDFLARE INC | NET | 10,000 | $808,900 | 1.60% |
| 21 | PAYPAL HOLDINGS INC | PYPL | 10,000 | $780,300 | 1.54% |
| 22 | OKTA INC | OKTA | 10,000 | $743,400 | 1.47% |
| 23 | ON SEMICONDUCTOR CORP | ON | 10,000 | $726,100 | 1.43% |
| 24 | CORNING INC | GLW | 11,460 | $517,419 | 1.02% |
| 25 | ITRON INC | ITRI | 4,565 | $487,588 | 0.96% |
| 26 | CHEGG INC | CHGG | 260,000 | $460,200 | 0.91% |
| 27 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $419,400 | 0.83% |
| 28 | ABB LTD | ABLZF | 7,000 | $405,440 | 0.80% |
| 29 | FASTLY INC | FSLY | 50,000 | $378,500 | 0.75% |
| 30 | SOLAREDGE TECHNOLOGIES INC | SEDG | 13,000 | $297,830 | 0.59% |
| 31 | ENOVIX CORP | ENVX | 30,000 | $280,200 | 0.55% |
| 32 | KONINKLIJKE PHILIPS NV | RYLPF | 6,761 | $221,220 | 0.44% |
| 33 | SUNRUN INC | RUN | 11,600 | $209,496 | 0.41% |
| 34 | EVGO INC | EVGOW | 40,000 | $165,600 | 0.33% |
| 35 | STMICROELECTRONICS NV | STMEF | 5,000 | $148,650 | 0.29% |
| 36 | SUNNOVA ENERGY INTERNATIONAL INC | 86745K104 | 15,000 | $146,100 | 0.29% |
| 37 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $119,892 | 0.24% |
| 38 | POWER INTEGRATIONS INC | POWI | 1,598 | $102,464 | 0.20% |
| 39 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $82,200 | 0.16% |
| 40 | CARRIER GLOBAL CORP | CARR | 1,000 | $80,490 | 0.16% |
| 41 | COURSERA INC | COUR | 10,000 | $79,400 | 0.16% |
| 42 | ARQ INC | ARQ | 6,800 | $39,916 | 0.08% |
| 43 | CURALEAF HOLDINGS INC | CURLF | 10,000 | $30,600 | 0.06% |
| 44 | INTEVAC INC | 461148108 | 5,800 | $19,720 | 0.04% |
| 45 | ACCELLERON INDUSTRIES AG | 00449R109 | 350 | $18,081 | 0.04% |
| 46 | ORION ENERGY SYSTEMS INC | OESX | 14,000 | $11,997 | 0.02% |