Firsthand Capital Management, Inc. Top Holdings and 13F Report (2024) About Firsthand Capital Management, Inc.Investment ActivityFirsthand Capital Management, Inc. has $55.56 million in total holdings as of December 31, 2023.Firsthand Capital Management, Inc. owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 6.31% of the portfolio was sold this quarter.This quarter, Firsthand Capital Management, Inc. has purchased 47 new stocks and bought additional shares in 2 stocks.Firsthand Capital Management, Inc. sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $7,497,600Netflix $6,695,650Roku $6,591,750Domo $3,213,100Docusign $2,336,700 Largest New Holdings this Quarter 773121108 - ROCKET LAB CORP $1,788,500 Holding83406F102 - SoFi Technologies $910,500 Holding19247G107 - Coherent $892,100 Holding20460L104 - COMPLETE SOLARIA INC $184,000 Holding686688102 - Ormat Technologies $167,520 Holding Largest Purchases this Quarter ROCKET LAB CORP 50,000 shares (about $1.79M)AltC Acquisition 20,000 shares (about $1.12M)SoFi Technologies 50,000 shares (about $910.50K)Coherent 10,000 shares (about $892.10K)COMPLETE SOLARIA INC 100,000 shares (about $184K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 10,000 shares (about $1.36M)Itron 1,565 shares (about $206.00K)SolarEdge Technologies 10,000 shares (about $204K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirsthand Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$7,497,600$1,363,200 ▼-15.4%55,00013.5%Common StockNFLXNetflix$6,695,6500.0%5,00012.1%Consumer DiscretionaryROKURoku$6,591,7500.0%75,00011.9%Consumer DiscretionaryDOMODomo$3,213,1000.0%230,0005.8%Computer and TechnologyDOCUDocusign$2,336,7000.0%30,0004.2%Computer and TechnologyUBERUber Technologies$2,332,5000.0%25,0004.2%Computer and TechnologyPANWPalo Alto Networks$2,046,4000.0%10,0003.7%Computer and TechnologyARISTA NETWORKS INC$1,841,5800.0%18,0003.3%Common StockROCKET LAB CORP$1,788,500$1,788,500 ▲New Holding50,0003.2%Common StockTOSTToast$1,771,6000.0%40,0003.2%Computer and TechnologyALCCAltC Acquisition$1,679,700$1,119,800 ▲200.0%30,0003.0%EnergyWDAYWorkday$1,634,7100.0%7,0002.9%Computer and TechnologyMNDYmonday.com$1,572,4000.0%5,0002.8%Computer and TechnologyZSZscaler$1,569,7000.0%5,0002.8%Computer and TechnologyMDBMongoDB$1,049,9500.0%5,0001.9%Computer and TechnologyHOODRobinhood Markets$1,029,9300.0%11,0001.9%FinanceOKTAOkta$999,7000.0%10,0001.8%Computer and TechnologySOFISoFi Technologies$910,500$910,500 ▲New Holding50,0001.6%FinanceCOHRCoherent$892,100$892,100 ▲New Holding10,0001.6%Business ServicesPWRQuanta Services$793,9680.0%2,1001.4%ConstructionPYPLPayPal$743,2000.0%10,0001.3%Business ServicesASPNAspen Aerogels$740,0000.0%125,0001.3%ConstructionTSLATesla$635,3200.0%2,0001.1%Auto/Tires/TrucksONON Semiconductor$419,2800.0%8,0000.8%Computer and TechnologyABB LTD$417,6900.0%7,0000.8%Common StockBEBloom Energy$358,8000.0%15,0000.6%EnergyFSLYFastly$353,0000.0%50,0000.6%Computer and TechnologyCOINCoinbase Global$350,4900.0%1,0000.6%FinanceGLWCorning$339,7310.0%6,4600.6%Computer and TechnologyFSLRFirst Solar$331,0800.0%2,0000.6%EnergyCHGGChegg$314,6000.0%260,0000.6%Computer and TechnologyENVXEnovix$310,2000.0%30,0000.6%EnergyACLSAxcelis Technologies$278,7600.0%4,0000.5%Computer and TechnologyITRIItron$263,260$206,001 ▼-43.9%2,0000.5%Computer and TechnologyCOMPLETE SOLARIA INC$184,000$184,000 ▲New Holding100,0000.3%Common StockORAOrmat Technologies$167,520$167,520 ▲New Holding2,0000.3%EnergySTMSTMicroelectronics$152,0500.0%5,0000.3%Computer and TechnologyHONHoneywell International$135,0700.0%5800.2%Multi-Sector ConglomeratesPHGKoninklijke Philips$118,989$4,820 ▲4.2%4,9620.2%MedicalENPHEnphase Energy$118,9500.0%3,0000.2%EnergyRUNSunrun$107,3000.0%11,6000.2%EnergyPOWIPower Integrations$89,3280.0%1,5980.2%Computer and TechnologyCOURCoursera$87,6000.0%10,0000.2%Business ServicesCARRCarrier Global$73,1900.0%1,0000.1%ConstructionWOLFWolfspeed$71,7840.0%180,0000.1%Computer and TechnologySEDGSolarEdge Technologies$61,200$204,000 ▼-76.9%3,0000.1%EnergyCHPTChargePoint$42,1980.0%60,0000.1%Auto/Tires/TrucksADESAdvanced Emissions Solutions$36,5160.0%6,8000.1%IndustrialsOESXOrion Energy Systems$8,5400.0%14,0000.0%ConstructionPDPagerDuty$0$1,644,300 ▼-100.0%00.0%Computer and TechnologyEVGO INC$0$81,000 ▼-100.0%00.0%Common StockNOVASunnova Energy International$0$5,580 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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