Filed: 11/14/2024ACC: 0001398344-24-020912
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $50.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$50.68M
Total AUM (reported)
1.68M
Total Shares
Allocation by class
COMMON STOCK$49.97M98.6%
ADR$714.1K1.4%
Portfolio Concentration
Top 3$13.81M27.2%
4–10$17.87M35.3%
11–25$15.75M31.1%
Rest$3.26M6.4%
Top 3 weight
27.2%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Sole
Full voting authority
1.68M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
ROKU INC
SOLEShares75K
TypeSH
Market value$5.60M
11.05%
Sole
75K
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares200K
TypeSH
Market value$4.66M
9.19%
Sole
200K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$3.55M
7.00%
Sole
5K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares20K
TypeSH
Market value$3.42M
6.75%
Sole
20K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares85K
TypeSH
Market value$3.16M
6.24%
Sole
85K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares105K
TypeSH
Market value$2.91M
5.74%
Sole
105K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares10K
TypeSH
Market value$2.74M
5.41%
Sole
10K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares18K
TypeSH
Market value$2.03M
4.01%
Sole
18K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares30K
TypeSH
Market value$1.86M
3.68%
Sole
30K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares180K
TypeSH
Market value$1.75M
3.45%
Sole
180K
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$1.73M
3.41%
Sole
230K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.71M
3.38%
Sole
7K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares5K
TypeSH
Market value$1.71M
3.37%
Sole
5K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares90K
TypeSH
Market value$1.67M
3.29%
Sole
90K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares4K
TypeSH
Market value$1.19M
2.35%
Sole
4K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares2K
TypeSH
Market value$1.17M
2.31%
Sole
2K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4K
TypeSH
Market value$1.05M
2.06%
Sole
4K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares4K
TypeSH
Market value$997.8K
1.97%
Sole
4K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares10K
TypeSH
Market value$808.9K
1.60%
Sole
10K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares10K
TypeSH
Market value$780.3K
1.54%
Sole
10K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$743.4K
1.47%
Sole
10K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares10K
TypeSH
Market value$726.1K
1.43%
Sole
10K
Shared
0.00
None
0.00
CORNING INC
SOLEShares11.46K
TypeSH
Market value$517.4K
1.02%
Sole
11.46K
Shared
0.00
None
0.00
ITRON INC
SOLEShares4.57K
TypeSH
Market value$487.6K
0.96%
Sole
4.57K
Shared
0.00
None
0.00
CHEGG INC
SOLEShares260K
TypeSH
Market value$460.2K
0.91%
Sole
260K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 75K | SH | $5.60M 11.05% | 75K | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | Common Stock | 200K | SH | $4.66M 9.19% | 200K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $3.55M 7.00% | 5K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 20K | SH | $3.42M 6.75% | 20K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 85K | SH | $3.16M 6.24% | 85K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 105K | SH | $2.91M 5.74% | 105K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 10K | SH | $2.74M 5.41% | 10K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | Common Stock | 18K | SH | $2.03M 4.01% | 18K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 30K | SH | $1.86M 3.68% | 30K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | Common Stock | 180K | SH | $1.75M 3.45% | 180K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $1.73M 3.41% | 230K | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 7K | SH | $1.71M 3.38% | 7K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 5K | SH | $1.71M 3.37% | 5K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | Common Stock | 90K | SH | $1.67M 3.29% | 90K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 4K | SH | $1.19M 2.35% | 4K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | Common Stock | 2K | SH | $1.17M 2.31% | 2K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 4K | SH | $1.05M 2.06% | 4K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | Common Stock | 4K | SH | $997.8K 1.97% | 4K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | Common Stock | 10K | SH | $808.9K 1.60% | 10K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | Common Stock | 10K | SH | $780.3K 1.54% | 10K | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $743.4K 1.47% | 10K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 10K | SH | $726.1K 1.43% | 10K | 0.00 | 0.00 |
CORNING INCSOLE | Common Stock | 11.46K | SH | $517.4K 1.02% | 11.46K | 0.00 | 0.00 |
ITRON INCSOLE | Common Stock | 4.57K | SH | $487.6K 0.96% | 4.57K | 0.00 | 0.00 |
CHEGG INCSOLE | Common Stock | 260K | SH | $460.2K 0.91% | 260K | 0.00 | 0.00 |
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