Filed: 2/14/2024ACC: 0001437749-24-004126
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $72.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$72.12M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COMMON STOCK$71.22M98.8%
ADR$899.1K1.2%
Portfolio Concentration
Top 3$21.05M29.2%
4–10$22.92M31.8%
11–25$23.23M32.2%
Rest$4.92M6.8%
Top 3 weight
29.2%
Top 10 weight
61.0%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Sole
Full voting authority
2.77M
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)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
Wolfspeed, Inc.
SOLEShares190K
TypeSH
Market value$7.83M
10.86%
Sole
190K
Shared
0.00
None
0.00
Roku, Inc.
SOLEShares190K
TypeSH
Market value$7.33M
10.17%
Sole
190K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares310K
TypeSH
Market value$5.88M
8.16%
Sole
310K
Shared
0.00
None
0.00
Zscaler, Inc.
SOLEShares20K
TypeSH
Market value$4.43M
6.14%
Sole
20K
Shared
0.00
None
0.00
DocuSign, Inc.
SOLEShares60K
TypeSH
Market value$3.57M
4.95%
Sole
60K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares80K
TypeSH
Market value$3.33M
4.62%
Sole
80K
Shared
0.00
None
0.00
ChargePoint Holdings, Inc.
SOLEShares60K
TypeSH
Market value$3.04M
4.21%
Sole
60K
Shared
0.00
None
0.00
Chegg, Inc.
SOLEShares260K
TypeSH
Market value$2.95M
4.10%
Sole
260K
Shared
0.00
None
0.00
monday.com Ltd.
SOLEShares20K
TypeSH
Market value$2.82M
3.91%
Sole
20K
Shared
0.00
None
0.00
PagerDuty, Inc.
SOLEShares120K
TypeSH
Market value$2.78M
3.85%
Sole
120K
Shared
0.00
None
0.00
Workday, Inc.
SOLEShares10K
TypeSH
Market value$2.76M
3.83%
Sole
10K
Shared
0.00
None
0.00
Bill.com Holdings, Inc.
SOLEShares30K
TypeSH
Market value$2.45M
3.39%
Sole
30K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares5K
TypeSH
Market value$2.43M
3.38%
Sole
5K
Shared
0.00
None
0.00
Domo, Inc.
SOLEShares230K
TypeSH
Market value$2.37M
3.28%
Sole
230K
Shared
0.00
None
0.00
Twilio, Inc.
SOLEShares30K
TypeSH
Market value$2.28M
3.16%
Sole
30K
Shared
0.00
None
0.00
MongoDB,Inc.
SOLEShares5K
TypeSH
Market value$2.04M
2.83%
Sole
5K
Shared
0.00
None
0.00
Palo Alto Networks, Inc.
SOLEShares15K
TypeSH
Market value$1.47M
2.04%
Sole
15K
Shared
0.00
None
0.00
SolarEdge Technologies, Inc.
SOLEShares14K
TypeSH
Market value$1.22M
1.69%
Sole
14K
Shared
0.00
None
0.00
Quanta Services, Inc.
SOLEShares5K
TypeSH
Market value$1.08M
1.50%
Sole
5K
Shared
0.00
None
0.00
Tesla Motors, Inc.
SOLEShares5K
TypeSH
Market value$993.9K
1.38%
Sole
5K
Shared
0.00
None
0.00
Okta, Inc.
SOLEShares10K
TypeSH
Market value$905.3K
1.26%
Sole
10K
Shared
0.00
None
0.00
Fastly, Inc.
SOLEShares50K
TypeSH
Market value$890.0K
1.23%
Sole
50K
Shared
0.00
None
0.00
First Solar, Inc.
SOLEShares5K
TypeSH
Market value$861.4K
1.19%
Sole
5K
Shared
0.00
None
0.00
ON Semiconductor Corp.
SOLEShares10K
TypeSH
Market value$835.3K
1.16%
Sole
10K
Shared
0.00
None
0.00
Axcelis Technologies Inc.
SOLEShares5K
TypeSH
Market value$648.5K
0.90%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wolfspeed, Inc.SOLE | Common Stock | 190K | SH | $7.83M 10.86% | 190K | 0.00 | 0.00 |
Roku, Inc.SOLE | Common Stock | 190K | SH | $7.33M 10.17% | 190K | 0.00 | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | Common Stock | 310K | SH | $5.88M 8.16% | 310K | 0.00 | 0.00 |
Zscaler, Inc.SOLE | Common Stock | 20K | SH | $4.43M 6.14% | 20K | 0.00 | 0.00 |
DocuSign, Inc.SOLE | Common Stock | 60K | SH | $3.57M 4.95% | 60K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | Common Stock | 80K | SH | $3.33M 4.62% | 80K | 0.00 | 0.00 |
ChargePoint Holdings, Inc.SOLE | Common Stock | 60K | SH | $3.04M 4.21% | 60K | 0.00 | 0.00 |
Chegg, Inc.SOLE | Common Stock | 260K | SH | $2.95M 4.10% | 260K | 0.00 | 0.00 |
monday.com Ltd.SOLE | Common Stock | 20K | SH | $2.82M 3.91% | 20K | 0.00 | 0.00 |
PagerDuty, Inc.SOLE | Common Stock | 120K | SH | $2.78M 3.85% | 120K | 0.00 | 0.00 |
Workday, Inc.SOLE | Common Stock | 10K | SH | $2.76M 3.83% | 10K | 0.00 | 0.00 |
Bill.com Holdings, Inc.SOLE | Common Stock | 30K | SH | $2.45M 3.39% | 30K | 0.00 | 0.00 |
Netflix, Inc.SOLE | Common Stock | 5K | SH | $2.43M 3.38% | 5K | 0.00 | 0.00 |
Domo, Inc.SOLE | Common Stock | 230K | SH | $2.37M 3.28% | 230K | 0.00 | 0.00 |
Twilio, Inc.SOLE | Common Stock | 30K | SH | $2.28M 3.16% | 30K | 0.00 | 0.00 |
MongoDB,Inc.SOLE | Common Stock | 5K | SH | $2.04M 2.83% | 5K | 0.00 | 0.00 |
Palo Alto Networks, Inc.SOLE | Common Stock | 15K | SH | $1.47M 2.04% | 15K | 0.00 | 0.00 |
SolarEdge Technologies, Inc.SOLE | Common Stock | 14K | SH | $1.22M 1.69% | 14K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | Common Stock | 5K | SH | $1.08M 1.50% | 5K | 0.00 | 0.00 |
Tesla Motors, Inc.SOLE | Common Stock | 5K | SH | $993.9K 1.38% | 5K | 0.00 | 0.00 |
Okta, Inc.SOLE | Common Stock | 10K | SH | $905.3K 1.26% | 10K | 0.00 | 0.00 |
Fastly, Inc.SOLE | Common Stock | 50K | SH | $890.0K 1.23% | 50K | 0.00 | 0.00 |
First Solar, Inc.SOLE | Common Stock | 5K | SH | $861.4K 1.19% | 5K | 0.00 | 0.00 |
ON Semiconductor Corp.SOLE | Common Stock | 10K | SH | $835.3K 1.16% | 10K | 0.00 | 0.00 |
Axcelis Technologies Inc.SOLE | ADR | 5K | SH | $648.5K 0.90% | 5K | 0.00 | 0.00 |
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