Filed: 5/15/2024ACC: 0001398344-24-009701
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $61.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$61.38M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
COMMON STOCK$60.51M98.6%
ADR$865.8K1.4%
Portfolio Concentration
Top 3$14.52M23.7%
4–10$20.53M33.4%
11–25$21.47M35.0%
Rest$4.87M7.9%
Top 3 weight
23.7%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Sole
Full voting authority
1.88M
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)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
Wolfspeed, Inc.
SOLEShares180K
TypeSH
Market value$5.31M
8.65%
Sole
180K
Shared
0.00
None
0.00
Roku, Inc.
SOLEShares75K
TypeSH
Market value$4.89M
7.96%
Sole
75K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares235K
TypeSH
Market value$4.32M
7.04%
Sole
235K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares20K
TypeSH
Market value$3.85M
6.28%
Sole
20K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.57M
5.82%
Sole
60K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares5K
TypeSH
Market value$3.04M
4.95%
Sole
5K
Shared
0.00
None
0.00
Enphase Energy, Inc.
SOLEShares23K
TypeSH
Market value$2.78M
4.53%
Sole
23K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares120K
TypeSH
Market value$2.72M
4.43%
Sole
120K
Shared
0.00
None
0.00
Palantir Technolgies, Inc.
SOLEShares100K
TypeSH
Market value$2.30M
3.75%
Sole
100K
Shared
0.00
None
0.00
Monday.com Ltd.
SOLEShares10K
TypeSH
Market value$2.26M
3.68%
Sole
10K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares8K
TypeSH
Market value$2.18M
3.56%
Sole
8K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares30K
TypeSH
Market value$2.06M
3.36%
Sole
30K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$2.05M
3.34%
Sole
230K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$1.97M
3.21%
Sole
260K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares20K
TypeSH
Market value$1.94M
3.16%
Sole
20K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$1.83M
2.99%
Sole
30K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$1.79M
2.92%
Sole
5K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares5K
TypeSH
Market value$1.42M
2.31%
Sole
5K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$1.30M
2.12%
Sole
5K
Shared
0.00
None
0.00
Okta, Inc.
SOLEShares10K
TypeSH
Market value$1.05M
1.70%
Sole
10K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares13K
TypeSH
Market value$922.7K
1.50%
Sole
13K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$844.0K
1.38%
Sole
5K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$735.5K
1.20%
Sole
10K
Shared
0.00
None
0.00
Tesla Motors, Inc.
SOLEShares4K
TypeSH
Market value$703.2K
1.15%
Sole
4K
Shared
0.00
None
0.00
PayPal Holdings, Inc.
SOLEShares10K
TypeSH
Market value$669.9K
1.09%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wolfspeed, Inc.SOLE | Common Stock | 180K | SH | $5.31M 8.65% | 180K | 0.00 | 0.00 |
Roku, Inc.SOLE | Common Stock | 75K | SH | $4.89M 7.96% | 75K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 235K | SH | $4.32M 7.04% | 235K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 20K | SH | $3.85M 6.28% | 20K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.57M 5.82% | 60K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 5K | SH | $3.04M 4.95% | 5K | 0.00 | 0.00 |
Enphase Energy, Inc.SOLE | Common Stock | 23K | SH | $2.78M 4.53% | 23K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 120K | SH | $2.72M 4.43% | 120K | 0.00 | 0.00 |
Palantir Technolgies, Inc.SOLE | Common Stock | 100K | SH | $2.30M 3.75% | 100K | 0.00 | 0.00 |
Monday.com Ltd.SOLE | Common Stock | 10K | SH | $2.26M 3.68% | 10K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 8K | SH | $2.18M 3.56% | 8K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 30K | SH | $2.06M 3.36% | 30K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $2.05M 3.34% | 230K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $1.97M 3.21% | 260K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 20K | SH | $1.94M 3.16% | 20K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $1.83M 2.99% | 30K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $1.79M 2.92% | 5K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 5K | SH | $1.42M 2.31% | 5K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $1.30M 2.12% | 5K | 0.00 | 0.00 |
Okta, Inc.SOLE | Common Stock | 10K | SH | $1.05M 1.70% | 10K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 13K | SH | $922.7K 1.50% | 13K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $844.0K 1.38% | 5K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $735.5K 1.20% | 10K | 0.00 | 0.00 |
Tesla Motors, Inc.SOLE | Common Stock | 4K | SH | $703.2K 1.15% | 4K | 0.00 | 0.00 |
PayPal Holdings, Inc.SOLE | Common Stock | 10K | SH | $669.9K 1.09% | 10K | 0.00 | 0.00 |
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