Filed: 5/15/2025ACC: 0001398344-25-009618
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $41.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$41.26M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COMMON STOCK$41.15M99.7%
ADR$109.8K0.3%
Portfolio Concentration
Top 3$15.43M37.4%
4–10$12.43M30.1%
11–25$10.36M25.1%
Rest$3.05M7.4%
Top 3 weight
37.4%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
1.51M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares65K
TypeSH
Market value$5.49M
13.30%
Sole
65K
Shared
0.00
None
0.00
ROKU INC
SOLEShares75K
TypeSH
Market value$5.28M
12.80%
Sole
75K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$4.66M
11.30%
Sole
5K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares30K
TypeSH
Market value$2.44M
5.92%
Sole
30K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$1.82M
4.41%
Sole
25K
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$1.78M
4.33%
Sole
230K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$1.71M
4.14%
Sole
10K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares90K
TypeSH
Market value$1.64M
3.98%
Sole
90K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.63M
3.96%
Sole
7K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares18K
TypeSH
Market value$1.39M
3.38%
Sole
18K
Shared
0.00
None
0.00
TOAST INC
SOLEShares40K
TypeSH
Market value$1.33M
3.22%
Sole
40K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares5K
TypeSH
Market value$1.22M
2.95%
Sole
5K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$1.05M
2.55%
Sole
10K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5K
TypeSH
Market value$992.1K
2.40%
Sole
5K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$877.0K
2.13%
Sole
5K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$798.8K
1.94%
Sole
125K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares10K
TypeSH
Market value$652.5K
1.58%
Sole
10K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares180K
TypeSH
Market value$550.8K
1.33%
Sole
180K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$533.8K
1.29%
Sole
2.10K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2K
TypeSH
Market value$518.3K
1.26%
Sole
2K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares11K
TypeSH
Market value$457.8K
1.11%
Sole
11K
Shared
0.00
None
0.00
ITRON INC
SOLEShares3.56K
TypeSH
Market value$373.5K
0.91%
Sole
3.56K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$365.0K
0.88%
Sole
7K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares8K
TypeSH
Market value$325.5K
0.79%
Sole
8K
Shared
0.00
None
0.00
FASTLY INC
SOLEShares50K
TypeSH
Market value$316.5K
0.77%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 65K | SH | $5.49M 13.30% | 65K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 75K | SH | $5.28M 12.80% | 75K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $4.66M 11.30% | 5K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 30K | SH | $2.44M 5.92% | 30K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $1.82M 4.41% | 25K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $1.78M 4.33% | 230K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $1.71M 4.14% | 10K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | Common Stock | 90K | SH | $1.64M 3.98% | 90K | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 7K | SH | $1.63M 3.96% | 7K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 18K | SH | $1.39M 3.38% | 18K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 40K | SH | $1.33M 3.22% | 40K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 5K | SH | $1.22M 2.95% | 5K | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $1.05M 2.55% | 10K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 5K | SH | $992.1K 2.40% | 5K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $877.0K 2.13% | 5K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $798.8K 1.94% | 125K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | Common Stock | 10K | SH | $652.5K 1.58% | 10K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | Common Stock | 180K | SH | $550.8K 1.33% | 180K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $533.8K 1.29% | 2.10K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 2K | SH | $518.3K 1.26% | 2K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 11K | SH | $457.8K 1.11% | 11K | 0.00 | 0.00 |
ITRON INCSOLE | Common Stock | 3.56K | SH | $373.5K 0.91% | 3.56K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $365.0K 0.88% | 7K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 8K | SH | $325.5K 0.79% | 8K | 0.00 | 0.00 |
FASTLY INCSOLE | Common Stock | 50K | SH | $316.5K 0.77% | 50K | 0.00 | 0.00 |
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