13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001398344-25-002895
Total Value
$48.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 75,000 | $5.7M | 11.80% |
| 2 | ROKU INC | ROKU | 75,000 | $5.6M | 11.60% |
| 3 | NETFLIX INC | NFLX | 5,000 | $4.5M | 9.27% |
| 4 | DOCUSIGN INC | DOCU | 30,000 | $2.7M | 5.61% |
| 5 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 50077B207 | 90,000 | $2.4M | 4.94% |
| 6 | PALO ALTO NETWORKS INC | PANW | 10,000 | $1.8M | 3.79% |
| 7 | WORKDAY INC | WDAY | 7,000 | $1.8M | 3.76% |
| 8 | ZSCALER INC | ZS | 10,000 | $1.8M | 3.75% |
| 9 | PAGERDUTY INC | PD | 90,000 | $1.6M | 3.42% |
| 10 | DOMO INC | DOMO | 230,000 | $1.6M | 3.39% |
| 11 | UBER TECHNOLOGIES INC | UBER | 25,000 | $1.5M | 3.14% |
| 12 | ASPEN AEROGELS INC | ASPN | 105,000 | $1.2M | 2.60% |
| 13 | ENPHASE ENERGY INC | ENPH | 18,000 | $1.2M | 2.57% |
| 14 | TESLA INC | TSLA | 3,000 | $1.2M | 2.52% |
| 15 | WOLFSPEED INC | WOLF | 180,000 | $1.2M | 2.49% |
| 16 | MONDAY.COM LTD | MNDY | 5,000 | $1.2M | 2.45% |
| 17 | MONGODB INC | MDB | 5,000 | $1.2M | 2.42% |
| 18 | QUANTA SERVICES INC | 74762E102 | 3,100 | $979,755 | 2.04% |
| 19 | ARISTA NETWORKS INC | ANET | 8,000 | $884,240 | 1.84% |
| 20 | PAYPAL HOLDINGS INC | PYPL | 10,000 | $853,500 | 1.78% |
| 21 | OKTA INC | OKTA | 10,000 | $788,000 | 1.64% |
| 22 | FIRST SOLAR INC | FSLR | 4,000 | $704,960 | 1.47% |
| 23 | ON SEMICONDUCTOR CORP | ON | 10,000 | $630,500 | 1.31% |
| 24 | LOCKHEED MARTIN CORP | LMT | 1,000 | $485,940 | 1.01% |
| 25 | FASTLY INC | FSLY | 50,000 | $472,000 | 0.98% |
| 26 | CHEGG INC | CHGG | 260,000 | $418,600 | 0.87% |
| 27 | ITRON INC | ITRI | 3,565 | $387,088 | 0.81% |
| 28 | ABB LTD | ABLZF | 7,000 | $375,970 | 0.78% |
| 29 | ENOVIX CORP | ENVX | 30,000 | $326,100 | 0.68% |
| 30 | CORNING INC | GLW | 6,460 | $306,979 | 0.64% |
| 31 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $279,480 | 0.58% |
| 32 | COINBASE GLOBAL INC | COIN | 1,000 | $248,300 | 0.52% |
| 33 | BLOOM ENERGY CORP | BE | 10,000 | $222,100 | 0.46% |
| 34 | OKLO INC | OKLO | 10,000 | $212,300 | 0.44% |
| 35 | SOLAREDGE TECHNOLOGIES INC | SEDG | 13,000 | $176,800 | 0.37% |
| 36 | KONINKLIJKE PHILIPS NV | RYLPF | 6,761 | $171,189 | 0.36% |
| 37 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $131,016 | 0.27% |
| 38 | STMICROELECTRONICS NV | STMEF | 5,000 | $124,850 | 0.26% |
| 39 | SUNRUN INC | RUN | 11,600 | $107,300 | 0.22% |
| 40 | POWER INTEGRATIONS INC | POWI | 1,598 | $98,597 | 0.21% |
| 41 | COURSERA INC | COUR | 10,000 | $85,000 | 0.18% |
| 42 | EVGO INC | EVGOW | 20,000 | $81,000 | 0.17% |
| 43 | CARRIER GLOBAL CORP | CARR | 1,000 | $68,260 | 0.14% |
| 44 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $64,200 | 0.13% |
| 45 | ARQ INC | ARQ | 6,800 | $51,476 | 0.11% |
| 46 | SUNNOVA ENERGY INTERNATIONAL INC | 86745K104 | 15,000 | $51,450 | 0.11% |
| 47 | ROBINHOOD MARKETS INC | 770700102 | 1,000 | $37,260 | 0.08% |
| 48 | ORION ENERGY SYSTEMS INC | OESX | 14,000 | $11,201 | 0.02% |