Filed: 2/14/2025ACC: 0001398344-25-002895
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $48.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$48.06M
Total AUM (reported)
1.56M
Total Shares
Allocation by class
COMMON STOCK$46.63M97.0%
ADR$1.42M3.0%
Portfolio Concentration
Top 3$15.70M32.7%
4–10$13.77M28.7%
11–25$14.54M30.3%
Rest$4.04M8.4%
Top 3 weight
32.7%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Sole
Full voting authority
1.56M
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)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares75K
TypeSH
Market value$5.67M
11.80%
Sole
75K
Shared
0.00
None
0.00
ROKU INC
SOLEShares75K
TypeSH
Market value$5.58M
11.60%
Sole
75K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$4.46M
9.27%
Sole
5K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares30K
TypeSH
Market value$2.70M
5.61%
Sole
30K
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares90K
TypeSH
Market value$2.37M
4.94%
Sole
90K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$1.82M
3.79%
Sole
10K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.81M
3.76%
Sole
7K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares10K
TypeSH
Market value$1.80M
3.75%
Sole
10K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares90K
TypeSH
Market value$1.64M
3.42%
Sole
90K
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$1.63M
3.39%
Sole
230K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$1.51M
3.14%
Sole
25K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares105K
TypeSH
Market value$1.25M
2.60%
Sole
105K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares18K
TypeSH
Market value$1.24M
2.57%
Sole
18K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3K
TypeSH
Market value$1.21M
2.52%
Sole
3K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares180K
TypeSH
Market value$1.20M
2.49%
Sole
180K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares5K
TypeSH
Market value$1.18M
2.45%
Sole
5K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$1.16M
2.42%
Sole
5K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares3.10K
TypeSH
Market value$979.8K
2.04%
Sole
3.10K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares8K
TypeSH
Market value$884.2K
1.84%
Sole
8K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares10K
TypeSH
Market value$853.5K
1.78%
Sole
10K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$788.0K
1.64%
Sole
10K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares4K
TypeSH
Market value$705.0K
1.47%
Sole
4K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares10K
TypeSH
Market value$630.5K
1.31%
Sole
10K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares1K
TypeSH
Market value$485.9K
1.01%
Sole
1K
Shared
0.00
None
0.00
FASTLY INC
SOLEShares50K
TypeSH
Market value$472.0K
0.98%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 75K | SH | $5.67M 11.80% | 75K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 75K | SH | $5.58M 11.60% | 75K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $4.46M 9.27% | 5K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 30K | SH | $2.70M 5.61% | 30K | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | Common Stock | 90K | SH | $2.37M 4.94% | 90K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $1.82M 3.79% | 10K | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 7K | SH | $1.81M 3.76% | 7K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 10K | SH | $1.80M 3.75% | 10K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | Common Stock | 90K | SH | $1.64M 3.42% | 90K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $1.63M 3.39% | 230K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $1.51M 3.14% | 25K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | ADR | 105K | SH | $1.25M 2.60% | 105K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | Common Stock | 18K | SH | $1.24M 2.57% | 18K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 3K | SH | $1.21M 2.52% | 3K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | Common Stock | 180K | SH | $1.20M 2.49% | 180K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 5K | SH | $1.18M 2.45% | 5K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $1.16M 2.42% | 5K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 3.10K | SH | $979.8K 2.04% | 3.10K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 8K | SH | $884.2K 1.84% | 8K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | Common Stock | 10K | SH | $853.5K 1.78% | 10K | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $788.0K 1.64% | 10K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | Common Stock | 4K | SH | $705.0K 1.47% | 4K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 10K | SH | $630.5K 1.31% | 10K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | Common Stock | 1K | SH | $485.9K 1.01% | 1K | 0.00 | 0.00 |
FASTLY INCSOLE | Common Stock | 50K | SH | $472.0K 0.98% | 50K | 0.00 | 0.00 |
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