Filed: 8/15/2024ACC: 0001398344-24-014771
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $51.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$51.44M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
COMMON STOCK$51.02M99.2%
ADR$412.1K0.8%
Portfolio Concentration
Top 3$13.08M25.4%
4–10$18.37M35.7%
11–25$16.91M32.9%
Rest$3.06M6.0%
Top 3 weight
25.4%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 51.44M
Sole
Full voting authority
51.44M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
ROKU INC
SOLEShares75K
TypeSH
Market value$4.49M
8.74%
Sole
4.49M
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares187K
TypeSH
Market value$4.49M
8.72%
Sole
4.49M
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares205K
TypeSH
Market value$4.10M
7.98%
Sole
4.10M
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares20K
TypeSH
Market value$3.84M
7.47%
Sole
3.84M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$3.37M
6.56%
Sole
3.37M
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares105K
TypeSH
Market value$2.50M
4.87%
Sole
2.50M
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares23K
TypeSH
Market value$2.29M
4.46%
Sole
2.29M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares85K
TypeSH
Market value$2.15M
4.19%
Sole
2.15M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares40K
TypeSH
Market value$2.14M
4.16%
Sole
2.14M
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares90K
TypeSH
Market value$2.06M
4.01%
Sole
2.06M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares9K
TypeSH
Market value$2.04M
3.97%
Sole
2.04M
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$1.78M
3.45%
Sole
1.78M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares5K
TypeSH
Market value$1.70M
3.30%
Sole
1.70M
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares20K
TypeSH
Market value$1.66M
3.22%
Sole
1.66M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.56M
3.04%
Sole
1.56M
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares5K
TypeSH
Market value$1.20M
2.34%
Sole
1.20M
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares14K
TypeSH
Market value$1.09M
2.12%
Sole
1.09M
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$936.1K
1.82%
Sole
936.10K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares4K
TypeSH
Market value$901.8K
1.75%
Sole
901.84K
Shared
0.00
None
0.00
CHEGG INC
SOLEShares260K
TypeSH
Market value$821.6K
1.60%
Sole
821.60K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares15K
TypeSH
Market value$789.3K
1.53%
Sole
789.30K
Shared
0.00
None
0.00
AXCELIS TECHNOLOGIES INC
SOLEShares5K
TypeSH
Market value$711.0K
1.38%
Sole
710.95K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares10K
TypeSH
Market value$685.5K
1.33%
Sole
685.50K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares10K
TypeSH
Market value$580.3K
1.13%
Sole
580.30K
Shared
0.00
None
0.00
ENOVIX CORP
SOLEShares30K
TypeSH
Market value$463.8K
0.90%
Sole
463.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 75K | SH | $4.49M 8.74% | 4.49M | 0.00 | 0.00 |
WOLFSPEED INCSOLE | Common Stock | 187K | SH | $4.49M 8.72% | 4.49M | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | Common Stock | 205K | SH | $4.10M 7.98% | 4.10M | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 20K | SH | $3.84M 7.47% | 3.84M | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $3.37M 6.56% | 3.37M | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 105K | SH | $2.50M 4.87% | 2.50M | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | Common Stock | 23K | SH | $2.29M 4.46% | 2.29M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 85K | SH | $2.15M 4.19% | 2.15M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 40K | SH | $2.14M 4.16% | 2.14M | 0.00 | 0.00 |
PAGERDUTY INCSOLE | Common Stock | 90K | SH | $2.06M 4.01% | 2.06M | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 9K | SH | $2.04M 3.97% | 2.04M | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $1.78M 3.45% | 1.78M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 5K | SH | $1.70M 3.30% | 1.70M | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | Common Stock | 20K | SH | $1.66M 3.22% | 1.66M | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 7K | SH | $1.56M 3.04% | 1.56M | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 5K | SH | $1.20M 2.34% | 1.20M | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 14K | SH | $1.09M 2.12% | 1.09M | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $936.1K 1.82% | 936.10K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | Common Stock | 4K | SH | $901.8K 1.75% | 901.84K | 0.00 | 0.00 |
CHEGG INCSOLE | Common Stock | 260K | SH | $821.6K 1.60% | 821.60K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | Common Stock | 15K | SH | $789.3K 1.53% | 789.30K | 0.00 | 0.00 |
AXCELIS TECHNOLOGIES INCSOLE | Common Stock | 5K | SH | $711.0K 1.38% | 710.95K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 10K | SH | $685.5K 1.33% | 685.50K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | Common Stock | 10K | SH | $580.3K 1.13% | 580.30K | 0.00 | 0.00 |
ENOVIX CORPSOLE | Common Stock | 30K | SH | $463.8K 0.90% | 463.80K | 0.00 | 0.00 |
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