13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009618
Total Value
$41.3M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 65,000 | $5.5M | 13.30% |
| 2 | ROKU INC | ROKU | 75,000 | $5.3M | 12.80% |
| 3 | NETFLIX INC | NFLX | 5,000 | $4.7M | 11.30% |
| 4 | DOCUSIGN INC | DOCU | 30,000 | $2.4M | 5.92% |
| 5 | UBER TECHNOLOGIES INC | UBER | 25,000 | $1.8M | 4.41% |
| 6 | DOMO INC | DOMO | 230,000 | $1.8M | 4.33% |
| 7 | PALO ALTO NETWORKS INC | PANW | 10,000 | $1.7M | 4.14% |
| 8 | PAGERDUTY INC | PD | 90,000 | $1.6M | 3.98% |
| 9 | WORKDAY INC | WDAY | 7,000 | $1.6M | 3.96% |
| 10 | ARISTA NETWORKS INC | ANET | 18,000 | $1.4M | 3.38% |
| 11 | TOAST INC | TOST | 40,000 | $1.3M | 3.22% |
| 12 | MONDAY.COM LTD | MNDY | 5,000 | $1.2M | 2.95% |
| 13 | OKTA INC | OKTA | 10,000 | $1.1M | 2.55% |
| 14 | ZSCALER INC | ZS | 5,000 | $992,100 | 2.40% |
| 15 | MONGODB INC | MDB | 5,000 | $877,000 | 2.13% |
| 16 | ASPEN AEROGELS INC | ASPN | 125,000 | $798,750 | 1.94% |
| 17 | PAYPAL HOLDINGS INC | PYPL | 10,000 | $652,500 | 1.58% |
| 18 | WOLFSPEED INC | WOLF | 180,000 | $550,800 | 1.33% |
| 19 | QUANTA SERVICES INC | 74762E102 | 2,100 | $533,778 | 1.29% |
| 20 | TESLA INC | TSLA | 2,000 | $518,320 | 1.26% |
| 21 | ROBINHOOD MARKETS INC | 770700102 | 11,000 | $457,820 | 1.11% |
| 22 | ITRON INC | ITRI | 3,565 | $373,469 | 0.91% |
| 23 | ABB LTD | ABLZF | 7,000 | $364,980 | 0.88% |
| 24 | ON SEMICONDUCTOR CORP | ON | 8,000 | $325,520 | 0.79% |
| 25 | FASTLY INC | FSLY | 50,000 | $316,500 | 0.77% |
| 26 | CORNING INC | GLW | 6,460 | $295,739 | 0.72% |
| 27 | BLOOM ENERGY CORP | BE | 15,000 | $294,900 | 0.71% |
| 28 | FIRST SOLAR INC | FSLR | 2,000 | $252,860 | 0.61% |
| 29 | ENOVIX CORP | ENVX | 30,000 | $220,200 | 0.53% |
| 30 | OKLO INC | OKLO | 10,000 | $216,300 | 0.52% |
| 31 | SOLAREDGE TECHNOLOGIES INC | SEDG | 13,000 | $210,340 | 0.51% |
| 32 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $198,680 | 0.48% |
| 33 | ENPHASE ENERGY INC | ENPH | 3,000 | $186,150 | 0.45% |
| 34 | COINBASE GLOBAL INC | COIN | 1,000 | $172,230 | 0.42% |
| 35 | CHEGG INC | CHGG | 260,000 | $166,192 | 0.40% |
| 36 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $122,815 | 0.30% |
| 37 | KONINKLIJKE PHILIPS NV | RYLPF | 4,761 | $120,929 | 0.29% |
| 38 | STMICROELECTRONICS NV | STMEF | 5,000 | $109,800 | 0.27% |
| 39 | SUNRUN INC | RUN | 11,600 | $107,300 | 0.26% |
| 40 | EVGO INC | EVGOW | 20,000 | $81,000 | 0.20% |
| 41 | POWER INTEGRATIONS INC | POWI | 1,598 | $80,699 | 0.20% |
| 42 | COURSERA INC | COUR | 10,000 | $66,600 | 0.16% |
| 43 | CARRIER GLOBAL CORP | CARR | 1,000 | $63,400 | 0.15% |
| 44 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $36,300 | 0.09% |
| 45 | ARQ INC | ARQ | 6,800 | $28,356 | 0.07% |
| 46 | ORION ENERGY SYSTEMS INC | OESX | 14,000 | $10,095 | 0.02% |
| 47 | SUNNOVA ENERGY INTERNATIONAL INC | 86745K104 | 15,000 | $5,580 | 0.01% |