Filed: 5/18/2023ACC: 0001398344-23-009989
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $92.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$92.09M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COMMON STOCK$91.78M99.7%
ADR$314.5K0.3%
Portfolio Concentration
Top 3$31.10M33.8%
4–10$28.71M31.2%
11–25$26.52M28.8%
Rest$5.76M6.3%
Top 3 weight
33.8%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 3.25M
Sole
Full voting authority
3.25M
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)
Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
Roku, Inc.
SOLEShares210K
TypeSH
Market value$13.82M
15.01%
Sole
210K
Shared
0.00
None
0.00
Wolfspeed, Inc.
SOLEShares190K
TypeSH
Market value$12.34M
13.40%
Sole
190K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares80K
TypeSH
Market value$4.93M
5.36%
Sole
80K
Shared
0.00
None
0.00
Enphase Energy, Inc.
SOLEShares23K
TypeSH
Market value$4.84M
5.25%
Sole
23K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares14K
TypeSH
Market value$4.26M
4.62%
Sole
14K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$4.24M
4.60%
Sole
260K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares120K
TypeSH
Market value$4.20M
4.56%
Sole
120K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares310K
TypeSH
Market value$4.18M
4.54%
Sole
310K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares30K
TypeSH
Market value$3.50M
3.81%
Sole
30K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.50M
3.80%
Sole
60K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10K
TypeSH
Market value$3.45M
3.75%
Sole
10K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$3.26M
3.54%
Sole
230K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares15K
TypeSH
Market value$3.00M
3.25%
Sole
15K
Shared
0.00
None
0.00
monday.com Ltd.
SOLEShares20K
TypeSH
Market value$2.85M
3.10%
Sole
20K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares30K
TypeSH
Market value$2.43M
2.64%
Sole
30K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares10K
TypeSH
Market value$2.07M
2.24%
Sole
10K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$2.00M
2.17%
Sole
30K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$1.17M
1.27%
Sole
5K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$1.09M
1.18%
Sole
5K
Shared
0.00
None
0.00
Tesla Motors, Inc.
SOLEShares5K
TypeSH
Market value$1.04M
1.13%
Sole
5K
Shared
0.00
None
0.00
Fastly, Inc.
SOLEShares50K
TypeSH
Market value$888.0K
0.96%
Sole
50K
Shared
0.00
None
0.00
Okta, Inc.
SOLEShares10K
TypeSH
Market value$862.4K
0.94%
Sole
10K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$833.2K
0.90%
Sole
5K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$823.2K
0.89%
Sole
10K
Shared
0.00
None
0.00
PayPal Holdings, Inc.
SOLEShares10K
TypeSH
Market value$759.4K
0.82%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Roku, Inc.SOLE | Common Stock | 210K | SH | $13.82M 15.01% | 210K | 0.00 | 0.00 |
Wolfspeed, Inc.SOLE | Common Stock | 190K | SH | $12.34M 13.40% | 190K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 80K | SH | $4.93M 5.36% | 80K | 0.00 | 0.00 |
Enphase Energy, Inc.SOLE | Common Stock | 23K | SH | $4.84M 5.25% | 23K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 14K | SH | $4.26M 4.62% | 14K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $4.24M 4.60% | 260K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 120K | SH | $4.20M 4.56% | 120K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 310K | SH | $4.18M 4.54% | 310K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 30K | SH | $3.50M 3.81% | 30K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.50M 3.80% | 60K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 10K | SH | $3.45M 3.75% | 10K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $3.26M 3.54% | 230K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 15K | SH | $3.00M 3.25% | 15K | 0.00 | 0.00 |
monday.com Ltd.SOLE | Common Stock | 20K | SH | $2.85M 3.10% | 20K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 30K | SH | $2.43M 2.64% | 30K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 10K | SH | $2.07M 2.24% | 10K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $2.00M 2.17% | 30K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $1.17M 1.27% | 5K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $1.09M 1.18% | 5K | 0.00 | 0.00 |
Tesla Motors, Inc.SOLE | Common Stock | 5K | SH | $1.04M 1.13% | 5K | 0.00 | 0.00 |
Fastly, Inc.SOLE | Common Stock | 50K | SH | $888.0K 0.96% | 50K | 0.00 | 0.00 |
Okta, Inc.SOLE | Common Stock | 10K | SH | $862.4K 0.94% | 10K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $833.2K 0.90% | 5K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $823.2K 0.89% | 10K | 0.00 | 0.00 |
PayPal Holdings, Inc.SOLE | Common Stock | 10K | SH | $759.4K 0.82% | 10K | 0.00 | 0.00 |
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