Filed: 8/14/2023ACC: 0001398344-23-014890
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $83.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$83.30M
Total AUM (reported)
3.22M
Total Shares
Allocation by class
COMMON STOCK$82.04M98.5%
ADR$1.25M1.5%
Portfolio Concentration
Top 3$27.94M33.5%
4–10$25.41M30.5%
11–25$23.61M28.3%
Rest$6.33M7.6%
Top 3 weight
33.5%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 3.22M
Sole
Full voting authority
3.22M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
Roku, Inc.
SOLEShares190K
TypeSH
Market value$12.15M
14.59%
Sole
190K
Shared
0.00
None
0.00
Wolfspeed, Inc.
SOLEShares190K
TypeSH
Market value$10.56M
12.68%
Sole
190K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares80K
TypeSH
Market value$5.23M
6.28%
Sole
80K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares310K
TypeSH
Market value$4.45M
5.34%
Sole
310K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares15K
TypeSH
Market value$3.83M
4.60%
Sole
15K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares14K
TypeSH
Market value$3.77M
4.52%
Sole
14K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares30K
TypeSH
Market value$3.51M
4.21%
Sole
30K
Shared
0.00
None
0.00
monday.com Ltd.
SOLEShares20K
TypeSH
Market value$3.42M
4.11%
Sole
20K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$3.37M
4.05%
Sole
230K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.07M
3.68%
Sole
60K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares20K
TypeSH
Market value$2.93M
3.51%
Sole
20K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares120K
TypeSH
Market value$2.70M
3.24%
Sole
120K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$2.31M
2.77%
Sole
260K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares10K
TypeSH
Market value$2.26M
2.71%
Sole
10K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares5K
TypeSH
Market value$2.20M
2.64%
Sole
5K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$2.05M
2.47%
Sole
5K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$1.91M
2.29%
Sole
30K
Shared
0.00
None
0.00
Tesla Motors, Inc.
SOLEShares5K
TypeSH
Market value$1.31M
1.57%
Sole
5K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$982.3K
1.18%
Sole
5K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$950.5K
1.14%
Sole
5K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$945.8K
1.14%
Sole
10K
Shared
0.00
None
0.00
Axcelis Technologies Inc.
SOLEShares5K
TypeSH
Market value$916.6K
1.10%
Sole
5K
Shared
0.00
None
0.00
Fastly, Inc.
SOLEShares50K
TypeSH
Market value$788.5K
0.95%
Sole
50K
Shared
0.00
None
0.00
Okta, Inc.
SOLEShares10K
TypeSH
Market value$693.5K
0.83%
Sole
10K
Shared
0.00
None
0.00
PayPal Holdings, Inc.
SOLEShares10K
TypeSH
Market value$667.3K
0.80%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Roku, Inc.SOLE | Common Stock | 190K | SH | $12.15M 14.59% | 190K | 0.00 | 0.00 |
Wolfspeed, Inc.SOLE | Common Stock | 190K | SH | $10.56M 12.68% | 190K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 80K | SH | $5.23M 6.28% | 80K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 310K | SH | $4.45M 5.34% | 310K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 15K | SH | $3.83M 4.60% | 15K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 14K | SH | $3.77M 4.52% | 14K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 30K | SH | $3.51M 4.21% | 30K | 0.00 | 0.00 |
monday.com Ltd.SOLE | Common Stock | 20K | SH | $3.42M 4.11% | 20K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $3.37M 4.05% | 230K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.07M 3.68% | 60K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 20K | SH | $2.93M 3.51% | 20K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 120K | SH | $2.70M 3.24% | 120K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $2.31M 2.77% | 260K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 10K | SH | $2.26M 2.71% | 10K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 5K | SH | $2.20M 2.64% | 5K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $2.05M 2.47% | 5K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $1.91M 2.29% | 30K | 0.00 | 0.00 |
Tesla Motors, Inc.SOLE | Common Stock | 5K | SH | $1.31M 1.57% | 5K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $982.3K 1.18% | 5K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $950.5K 1.14% | 5K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $945.8K 1.14% | 10K | 0.00 | 0.00 |
Axcelis Technologies Inc.SOLE | ADR | 5K | SH | $916.6K 1.10% | 5K | 0.00 | 0.00 |
Fastly, Inc.SOLE | Common Stock | 50K | SH | $788.5K 0.95% | 50K | 0.00 | 0.00 |
Okta, Inc.SOLE | Common Stock | 10K | SH | $693.5K 0.83% | 10K | 0.00 | 0.00 |
PayPal Holdings, Inc.SOLE | Common Stock | 10K | SH | $667.3K 0.80% | 10K | 0.00 | 0.00 |
Page 1 of 3