Filed: 11/14/2023ACC: 0001398344-23-020691
📋 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 $69.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$69.35M
Total AUM (reported)
2.24M
Total Shares
Allocation by class
COMMON STOCK$68.38M98.6%
ADR$972.3K1.4%
Portfolio Concentration
Top 3$18.95M27.3%
4–10$21.05M30.4%
11–25$23.36M33.7%
Rest$5.98M8.6%
Top 3 weight
27.3%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Sole
Full voting authority
2.24M
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:
WOLFSPEED INC
SOLEShares190K
TypeSH
Market value$7.24M
10.44%
Sole
190K
Shared
0.00
None
0.00
ROKU INC
SOLEShares100K
TypeSH
Market value$7.06M
10.18%
Sole
100K
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares310K
TypeSH
Market value$4.66M
6.71%
Sole
310K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares15K
TypeSH
Market value$3.52M
5.07%
Sole
15K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares30K
TypeSH
Market value$3.26M
4.70%
Sole
30K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares20K
TypeSH
Market value$3.18M
4.59%
Sole
20K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares20K
TypeSH
Market value$3.11M
4.49%
Sole
20K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares23K
TypeSH
Market value$2.76M
3.98%
Sole
23K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares120K
TypeSH
Market value$2.70M
3.89%
Sole
120K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares40K
TypeSH
Market value$2.52M
3.64%
Sole
40K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares60K
TypeSH
Market value$2.52M
3.63%
Sole
60K
Shared
0.00
None
0.00
CHEGG INC
SOLEShares260K
TypeSH
Market value$2.32M
3.34%
Sole
260K
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$2.26M
3.25%
Sole
230K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares10K
TypeSH
Market value$2.15M
3.10%
Sole
10K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$1.89M
2.72%
Sole
5K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares30K
TypeSH
Market value$1.76M
2.53%
Sole
30K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$1.73M
2.49%
Sole
5K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
SOLEShares13K
TypeSH
Market value$1.68M
2.43%
Sole
13K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares100K
TypeSH
Market value$1.60M
2.31%
Sole
100K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4K
TypeSH
Market value$1.00M
1.44%
Sole
4K
Shared
0.00
None
0.00
FASTLY INC
SOLEShares50K
TypeSH
Market value$958.5K
1.38%
Sole
50K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares5K
TypeSH
Market value$935.4K
1.35%
Sole
5K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares10K
TypeSH
Market value$929.5K
1.34%
Sole
10K
Shared
0.00
None
0.00
AXCELIS TECHNOLOGIES INC
SOLEShares5K
TypeSH
Market value$815.3K
1.18%
Sole
5K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$815.1K
1.18%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WOLFSPEED INCSOLE | Common Stock | 190K | SH | $7.24M 10.44% | 190K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 100K | SH | $7.06M 10.18% | 100K | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | Common Stock | 310K | SH | $4.66M 6.71% | 310K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 15K | SH | $3.52M 5.07% | 15K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | Common Stock | 30K | SH | $3.26M 4.70% | 30K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 20K | SH | $3.18M 4.59% | 20K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 20K | SH | $3.11M 4.49% | 20K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | Common Stock | 23K | SH | $2.76M 3.98% | 23K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | Common Stock | 120K | SH | $2.70M 3.89% | 120K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | Common Stock | 40K | SH | $2.52M 3.64% | 40K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 60K | SH | $2.52M 3.63% | 60K | 0.00 | 0.00 |
CHEGG INCSOLE | Common Stock | 260K | SH | $2.32M 3.34% | 260K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $2.26M 3.25% | 230K | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 10K | SH | $2.15M 3.10% | 10K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $1.89M 2.72% | 5K | 0.00 | 0.00 |
TWILIO INCSOLE | Common Stock | 30K | SH | $1.76M 2.53% | 30K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $1.73M 2.49% | 5K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCSOLE | Common Stock | 13K | SH | $1.68M 2.43% | 13K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 100K | SH | $1.60M 2.31% | 100K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 4K | SH | $1.00M 1.44% | 4K | 0.00 | 0.00 |
FASTLY INCSOLE | Common Stock | 50K | SH | $958.5K 1.38% | 50K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 5K | SH | $935.4K 1.35% | 5K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 10K | SH | $929.5K 1.34% | 10K | 0.00 | 0.00 |
AXCELIS TECHNOLOGIES INCSOLE | ADR | 5K | SH | $815.3K 1.18% | 5K | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $815.1K 1.18% | 10K | 0.00 | 0.00 |
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