Filed: 2/14/2023ACC: 0001398344-23-003052
📋 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 $85.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$85.69M
Total AUM (reported)
2.73M
Total Shares
Allocation by class
COMMON STOCK$85.37M99.6%
ADR$320.3K0.4%
Portfolio Concentration
Top 3$31.67M37.0%
4–10$27.38M32.0%
11–25$22.66M26.4%
Rest$3.98M4.6%
Top 3 weight
37.0%
Top 10 weight
68.9%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Sole
Full voting authority
2.73M
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$13.12M
15.31%
Sole
190K
Shared
0.00
None
0.00
Roku, Inc.
SOLEShares241K
TypeSH
Market value$9.81M
11.45%
Sole
241K
Shared
0.00
None
0.00
Enphase Energy, Inc.
SOLEShares33K
TypeSH
Market value$8.74M
10.20%
Sole
33K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$6.57M
7.67%
Sole
260K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares14K
TypeSH
Market value$3.97M
4.63%
Sole
14K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares80K
TypeSH
Market value$3.62M
4.22%
Sole
80K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares30K
TypeSH
Market value$3.36M
3.92%
Sole
30K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.33M
3.88%
Sole
60K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$3.28M
3.82%
Sole
230K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares30K
TypeSH
Market value$3.27M
3.81%
Sole
30K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares310K
TypeSH
Market value$3.20M
3.73%
Sole
310K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares120K
TypeSH
Market value$3.19M
3.72%
Sole
120K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10K
TypeSH
Market value$2.95M
3.44%
Sole
10K
Shared
0.00
None
0.00
monday.com Ltd.
SOLEShares20K
TypeSH
Market value$2.44M
2.85%
Sole
20K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares15K
TypeSH
Market value$2.09M
2.44%
Sole
15K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares10K
TypeSH
Market value$1.67M
1.95%
Sole
10K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$1.47M
1.71%
Sole
30K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$984.2K
1.15%
Sole
5K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$749.0K
0.87%
Sole
5K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$712.5K
0.83%
Sole
5K
Shared
0.00
None
0.00
PayPal Holdings, Inc.
SOLEShares10K
TypeSH
Market value$712.2K
0.83%
Sole
10K
Shared
0.00
None
0.00
Okta, Inc.
SOLEShares10K
TypeSH
Market value$683.3K
0.80%
Sole
10K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$623.7K
0.73%
Sole
10K
Shared
0.00
None
0.00
Tesla Motors, Inc.
SOLEShares5K
TypeSH
Market value$615.9K
0.72%
Sole
5K
Shared
0.00
None
0.00
ChargePoint Holdings, Inc.
SOLEShares60K
TypeSH
Market value$571.8K
0.67%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wolfspeed, Inc.SOLE | Common Stock | 190K | SH | $13.12M 15.31% | 190K | 0.00 | 0.00 |
Roku, Inc.SOLE | Common Stock | 241K | SH | $9.81M 11.45% | 241K | 0.00 | 0.00 |
Enphase Energy, Inc.SOLE | Common Stock | 33K | SH | $8.74M 10.20% | 33K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $6.57M 7.67% | 260K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 14K | SH | $3.97M 4.63% | 14K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 80K | SH | $3.62M 4.22% | 80K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 30K | SH | $3.36M 3.92% | 30K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.33M 3.88% | 60K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $3.28M 3.82% | 230K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 30K | SH | $3.27M 3.81% | 30K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 310K | SH | $3.20M 3.73% | 310K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 120K | SH | $3.19M 3.72% | 120K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 10K | SH | $2.95M 3.44% | 10K | 0.00 | 0.00 |
monday.com Ltd.SOLE | Common Stock | 20K | SH | $2.44M 2.85% | 20K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 15K | SH | $2.09M 2.44% | 15K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 10K | SH | $1.67M 1.95% | 10K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $1.47M 1.71% | 30K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $984.2K 1.15% | 5K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $749.0K 0.87% | 5K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $712.5K 0.83% | 5K | 0.00 | 0.00 |
PayPal Holdings, Inc.SOLE | Common Stock | 10K | SH | $712.2K 0.83% | 10K | 0.00 | 0.00 |
Okta, Inc.SOLE | Common Stock | 10K | SH | $683.3K 0.80% | 10K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $623.7K 0.73% | 10K | 0.00 | 0.00 |
Tesla Motors, Inc.SOLE | Common Stock | 5K | SH | $615.9K 0.72% | 5K | 0.00 | 0.00 |
ChargePoint Holdings, Inc.SOLE | Common Stock | 60K | SH | $571.8K 0.67% | 60K | 0.00 | 0.00 |
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