Filed: 11/14/2022ACC: 0001398344-22-022078
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $109.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$109.8K
Total AUM (reported)
2.90M
Total Shares
Allocation by class
COMMON STOCK$109.0K99.3%
ADR$423.000.4%
PRIVATE PLACEMENT$295.000.3%
Portfolio Concentration
Top 3$45.7K41.6%
4–10$34.1K31.0%
11–25$25.4K23.1%
Rest$4.6K4.2%
Top 3 weight
41.6%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Sole
Full voting authority
2.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
Wolfspeed, Inc.
SOLEShares190K
TypeSH
Market value$19.6K
17.89%
Sole
190K
Shared
0.00
None
0.00
Roku, Inc.
SOLEShares241K
TypeSH
Market value$13.6K
12.38%
Sole
241K
Shared
0.00
None
0.00
Enphase Energy, Inc.
SOLEShares45K
TypeSH
Market value$12.5K
11.38%
Sole
45K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares25K
TypeSH
Market value$5.8K
5.27%
Sole
25K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$5.5K
4.99%
Sole
260K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares40K
TypeSH
Market value$5.3K
4.82%
Sole
40K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares90K
TypeSH
Market value$5.0K
4.54%
Sole
90K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares30K
TypeSH
Market value$4.9K
4.49%
Sole
30K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$4.1K
3.77%
Sole
230K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares150K
TypeSH
Market value$3.5K
3.15%
Sole
150K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.2K
2.92%
Sole
60K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares310K
TypeSH
Market value$3.1K
2.87%
Sole
310K
Shared
0.00
None
0.00
Upwork, Inc.
SOLEShares200K
TypeSH
Market value$2.7K
2.48%
Sole
200K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares15K
TypeSH
Market value$2.5K
2.24%
Sole
15K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10K
TypeSH
Market value$2.4K
2.14%
Sole
10K
Shared
0.00
None
0.00
monday.com Ltd.
SOLEShares20K
TypeSH
Market value$2.3K
2.07%
Sole
20K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$2.1K
1.89%
Sole
30K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares10K
TypeSH
Market value$1.5K
1.39%
Sole
10K
Shared
0.00
None
0.00
Coupa Software, Inc.
SOLEShares20K
TypeSH
Market value$1.2K
1.07%
Sole
20K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$993.00
0.90%
Sole
5K
Shared
0.00
None
0.00
PayPal Holdings, Inc.
SOLEShares10K
TypeSH
Market value$861.00
0.78%
Sole
10K
Shared
0.00
None
0.00
SunPower Corp. - Class B
SOLEShares29.93K
TypeSH
Market value$690.00
0.63%
Sole
29.93K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$661.00
0.60%
Sole
5K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$637.00
0.58%
Sole
5K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$623.00
0.57%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wolfspeed, Inc.SOLE | Common Stock | 190K | SH | $19.6K 17.89% | 190K | 0.00 | 0.00 |
Roku, Inc.SOLE | Common Stock | 241K | SH | $13.6K 12.38% | 241K | 0.00 | 0.00 |
Enphase Energy, Inc.SOLE | Common Stock | 45K | SH | $12.5K 11.38% | 45K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 25K | SH | $5.8K 5.27% | 25K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $5.5K 4.99% | 260K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 40K | SH | $5.3K 4.82% | 40K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 90K | SH | $5.0K 4.54% | 90K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 30K | SH | $4.9K 4.49% | 30K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $4.1K 3.77% | 230K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 150K | SH | $3.5K 3.15% | 150K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.2K 2.92% | 60K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 310K | SH | $3.1K 2.87% | 310K | 0.00 | 0.00 |
Upwork, Inc.SOLE | Common Stock | 200K | SH | $2.7K 2.48% | 200K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 15K | SH | $2.5K 2.24% | 15K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 10K | SH | $2.4K 2.14% | 10K | 0.00 | 0.00 |
monday.com Ltd.SOLE | Common Stock | 20K | SH | $2.3K 2.07% | 20K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $2.1K 1.89% | 30K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 10K | SH | $1.5K 1.39% | 10K | 0.00 | 0.00 |
Coupa Software, Inc.SOLE | Common Stock | 20K | SH | $1.2K 1.07% | 20K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $993.00 0.90% | 5K | 0.00 | 0.00 |
PayPal Holdings, Inc.SOLE | Common Stock | 10K | SH | $861.00 0.78% | 10K | 0.00 | 0.00 |
SunPower Corp. - Class BSOLE | Common Stock | 29.93K | SH | $690.00 0.63% | 29.93K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $661.00 0.60% | 5K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $637.00 0.58% | 5K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $623.00 0.57% | 10K | 0.00 | 0.00 |
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