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Size ($ in 1000's)
At 12/31/2023: $85,955
At 09/30/2023: $69,347
Firsthand Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Firsthand Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Firsthand Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Firsthand Capital Management Inc..
In the Firsthand Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Firsthand Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Firsthand Capital Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Roku Inc. |
190,000 |
+90,000 |
$17,415 | | ROKU | 190,000 | +90,000 | $17,415 | | Wolfspeed Inc. |
190,000 |
UNCH |
$7,832 | | WOLF | 190,000 | UNCH | $7,832 | | Cloudflare Inc. |
80,000 |
+40,000 |
$6,661 | | NET | 80,000 | +40,000 | $6,661 | | Kratos Defense & Security Solutions Inc. |
310,000 |
UNCH |
$5,884 | | KTOS | 310,000 | UNCH | $5,884 | | Zscaler Inc. |
20,000 |
UNCH |
$4,431 | | ZS | 20,000 | UNCH | $4,431 | | Palo Alto Networks Inc. |
15,000 |
UNCH |
$4,423 | | PANW | 15,000 | UNCH | $4,423 | | DocuSign Inc. |
60,000 |
UNCH |
$3,567 | | DOCU | 60,000 | UNCH | $3,567 | | Chegg Inc. |
260,000 |
UNCH |
$2,954 | | CHGG | 260,000 | UNCH | $2,954 |  monday.com Ltd. |
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$2,817 | | Common Stock | 20,000 | +20,000 | $2,817 | | PagerDuty Inc. |
120,000 |
UNCH |
$2,778 | | PD | 120,000 | UNCH | $2,778 | | Workday Inc. |
10,000 |
UNCH |
$2,761 | | WDAY | 10,000 | UNCH | $2,761 | | Bill.com Holdings Inc. |
30,000 |
UNCH |
$2,448 | | BILL | 30,000 | UNCH | $2,448 | | Netflix Inc. |
5,000 |
UNCH |
$2,434 | | NFLX | 5,000 | UNCH | $2,434 | | Domo Inc. |
230,000 |
UNCH |
$2,367 | | DOMO | 230,000 | UNCH | $2,367 | | Twilio Inc. |
30,000 |
UNCH |
$2,276 | | TWLO | 30,000 | UNCH | $2,276 | | MongoDB Inc. |
5,000 |
UNCH |
$2,044 | | MDB | 5,000 | UNCH | $2,044 | | Tesla Motors Inc. |
5,000 |
+1,000 |
$1,242 | | TSLA | 5,000 | +1,000 | $1,242 | | SolarEdge Technologies Inc. |
14,000 |
+1,000 |
$1,217 | | SEDG | 14,000 | +1,000 | $1,217 | | Quanta Services Inc. |
5,000 |
UNCH |
$1,079 | | PWR | 5,000 | UNCH | $1,079 | | Okta Inc. |
10,000 |
UNCH |
$905 | | OKTA | 10,000 | UNCH | $905 | | Fastly Inc. |
50,000 |
UNCH |
$890 | | FSLY | 50,000 | UNCH | $890 | | First Solar Inc. |
5,000 |
UNCH |
$861 | | FSLR | 5,000 | UNCH | $861 | | ON Semiconductor Corp. |
10,000 |
UNCH |
$835 | | ON | 10,000 | UNCH | $835 | | Axcelis Technologies Inc. |
5,000 |
UNCH |
$648 | | ACLS | 5,000 | UNCH | $648 | | PayPal Holdings Inc. |
10,000 |
UNCH |
$614 | | PYPL | 10,000 | UNCH | $614 | | Corning Inc. |
16,460 |
UNCH |
$501 | | GLW | 16,460 | UNCH | $501 | | Nano Dimension Ltd. |
200,000 |
UNCH |
$501 | | NNDM | 200,000 | UNCH | $501 | | Enphase Energy Inc. |
3,000 |
-20,000 |
$420 | | ENPH | 3,000 | -20,000 | $420 | | Itron Inc. |
5,565 |
UNCH |
$420 | | ITRI | 5,565 | UNCH | $420 | | Enovix Corporation |
30,000 |
UNCH |
$376 | | ENVX | 30,000 | UNCH | $376 | | Koninklijke Royal Philips Electronics N.V. |
11,373 |
UNCH |
$265 | | PHG | 11,373 | UNCH | $265 | | STMicroelectronics N.V. ADR |
5,000 |
UNCH |
$265 | | STM | 5,000 | UNCH | $265 | | Sunnova Energy International Inc. |
15,000 |
UNCH |
$251 | | NOVA | 15,000 | UNCH | $251 | | ABB LTD. |
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$229 | | Common Stock | 7,000 | +7,000 | $229 | | EVgo Inc. |
60,000 |
UNCH |
$228 | | EVGO | 60,000 | UNCH | $228 | | Sunrun Inc. |
11,600 |
UNCH |
$228 | | RUN | 11,600 | UNCH | $228 | | Coursera Inc. |
10,000 |
UNCH |
$194 | | COUR | 10,000 | UNCH | $194 | | SunPower Corp. Class B |
29,931 |
UNCH |
$145 | | SPWR | 29,931 | UNCH | $145 | | ChargePoint Holdings Inc. |
60,000 |
UNCH |
$140 | | CHPT | 60,000 | UNCH | $140 | | Power Integrations Inc. |
1,598 |
UNCH |
$131 | | POWI | 1,598 | UNCH | $131 | | Honeywell International Inc. |
580 |
UNCH |
$122 | | HON | 580 | UNCH | $122 | | Carrier Global Corp. |
1,000 |
+1,000 |
$57 | | CARR | 1,000 | +1,000 | $57 | | Maxeon Solar Technologies LTD |
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$28 | | Common Stock | 2,491 | +2,491 | $28 | | Intevac Inc. |
5,800 |
+5,800 |
$25 | | IVAC | 5,800 | +5,800 | $25 | | Jazz Pharmaceuticals plc |
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$20 | | Common Stock | 120 | +120 | $20 | | Curaleaf Holdings Inc. |
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$12 | | Common Stock | 10,000 | +10,000 | $12 | | Orion Energy Systems Inc. |
14,000 |
+14,000 |
$12 | | OESX | 14,000 | +14,000 | $12 | | Aspen Aerogels Inc. |
35,000 |
UNCH |
$1 | | ASPN | 35,000 | UNCH | $1 | | Tempo Automation Inc. |
520,000 |
+520,000 |
$1 | | TMPO | 520,000 | +520,000 | $1 | | Accelleron Industries AG |
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<$1 | | Common Stock | 350 | +350 | $0 |
See Full List: All Stocks Held By Firsthand Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Firsthand Capital Management Inc.
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