Firsthand Capital Management, Inc. Top Holdings and 13F Report (2024) About Firsthand Capital Management, Inc.Investment ActivityFirsthand Capital Management, Inc. has $46.88 million in total holdings as of December 31, 2023.Firsthand Capital Management, Inc. owns shares of 47 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.97% of the portfolio was purchased this quarter.About 10.93% 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 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Roku $6,623,400Bloom Energy $4,335,680ROCKET LAB CORP $3,853,200Netflix $3,846,000Coherent $2,382,100 Largest New Holdings this Quarter N07045102 - ASM International $1,884,700 Holding Largest Purchases this Quarter Bloom Energy 20,000 shares (about $2.71M)ASM International 2,500 shares (about $1.88M)WOLFSPEED INC 4,898 shares (about $79.94K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 23,000 shares (about $3.36M)Netflix 5,000 shares (about $480.75K)Roku 5,000 shares (about $473.10K)ARISTA NETWORKS INC 3,000 shares (about $368.34K) 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 PortfolioSectorROKURoku$6,623,400$473,100 â–¼-6.7%70,00014.1%Consumer DiscretionaryBEBloom Energy$4,335,680$2,709,800 â–²166.7%32,0009.2%EnergyROCKET LAB CORP$3,853,2000.0%60,0008.2%Common StockNFLXNetflix$3,846,000$480,750 â–¼-11.1%40,0008.2%Consumer DiscretionaryCOHRCoherent$2,382,1000.0%10,0005.1%Business ServicesPALANTIR TECHNOLOGIES INC$1,901,640$3,364,440 â–¼-63.9%13,0004.1%Common StockASMIYASM International$1,884,700$1,884,700 â–²New Holding2,5004.0%Computer and TechnologyARISTA NETWORKS INC$1,841,700$368,340 â–¼-16.7%15,0003.9%Common StockUBERUber Technologies$1,798,2500.0%25,0003.8%Computer and TechnologyPANWPalo Alto Networks$1,603,2000.0%10,0003.4%Computer and TechnologyTOSTToast$1,590,6000.0%60,0003.4%Computer and TechnologyAVGOBroadcom$1,547,5500.0%5,0003.3%Computer and TechnologyALCCAltC Acquisition$1,487,7000.0%30,0003.2%EnergySOFISoFi Technologies$1,270,4000.0%80,0002.7%FinanceMDBMongoDB$1,223,8500.0%5,0002.6%Computer and TechnologyPWRQuanta Services$1,152,9420.0%2,1002.5%ConstructionHOODRobinhood Markets$1,039,5000.0%15,0002.2%FinanceGLWCorning$878,3660.0%6,4601.9%Computer and TechnologyDOMODomo$765,0000.0%250,0001.6%Computer and TechnologyZSZscaler$701,4500.0%5,0001.5%Computer and TechnologyABBNYABB$563,3600.0%7,0001.2%IndustrialsONonsemi$495,3600.0%8,0001.1%Computer and TechnologyASPNAspen Aerogels$427,5000.0%125,0000.9%ConstructionBWXTBWX Technologies$408,9800.0%2,0000.9%AerospaceACLSAxcelis Technologies$372,3200.0%4,0000.8%Computer and TechnologyGE VERNOVA INC$349,1600.0%4000.7%Common StockORAOrmat Technologies$223,8400.0%2,0000.5%EnergyMPWRMonolithic Power Systems$218,6700.0%2000.5%Computer and TechnologyWOLFSPEED INC$199,887$79,935 â–²66.6%12,2480.4%Common StockFSLRFirst Solar$197,2600.0%1,0000.4%EnergyCHGGChegg$192,7380.0%260,0000.4%Computer and TechnologySUNPOWER INC$190,5000.0%150,0000.4%Common StockITRIItron$179,2600.0%2,0000.4%Computer and TechnologyCOINCoinbase Global$174,6100.0%1,0000.4%FinanceSTMSTMicroelectronics$172,7500.0%5,0000.4%Computer and TechnologySEDGSolarEdge Technologies$153,1500.0%3,0000.3%EnergyPHGKoninklijke Philips$135,9590.0%4,9620.3%MedicalHONHoneywell International$131,0970.0%5800.3%Multi-Sector ConglomeratesENPHEnphase Energy$113,4300.0%3,0000.2%EnergyCOURCoursera$58,2000.0%10,0000.1%Business ServicesCARRCarrier Global$56,3100.0%1,0000.1%ConstructionSMRNuScale Power$54,2000.0%5,0000.1%Computer and TechnologyACLLYAccelleron Industries$31,2970.0%3500.1%IndustrialsARQ INC$17,4080.0%6,8000.0%Common StockCHARGEPOINT HOLDINGS INC$14,5800.0%3,0000.0%Common StockORION ENERGY SYSTEMS INC$12,2360.0%1,4000.0%Common StockSOLSTICE ADVANCED MATERIALS INC$11,0430.0%1450.0%Common StockUPSTUpstart$0$437,300 â–¼-100.0%00.0%FinanceShowing 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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