Firsthand Capital Management, Inc. Top Holdings and 13F Report (2024) → Trump conviction scandal exposed (From Porter & Company) (Ad) About Firsthand Capital Management, Inc.Investment ActivityFirsthand Capital Management, Inc. has $61.38 million in total holdings as of December 31, 2023.Firsthand Capital Management, Inc. owns shares of 52 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.94% of the portfolio was purchased this quarter.About 36.81% of the portfolio was sold this quarter.This quarter, Firsthand Capital Management, Inc. has purchased 53 new stocks and bought additional shares in 1 stock.Firsthand Capital Management, Inc. sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Wolfspeed $5,310,000Roku $4,887,750Kratos Defense & Security Solutions $4,319,300Zscaler $3,852,600DocuSign $3,573,000 Largest New Holdings this Quarter Palantir Technologies $2,301,000 Holdingmonday.com $2,258,700 HoldingABB LTD. $324,520 HoldingJazz Pharmaceuticals plc $14,450 HoldingMaxeon Solar Technologies $8,295 Holding Largest Purchases this Quarter Enphase Energy 20,000 shares (about $2.42M)Palantir Technologies 100,000 shares (about $2.30M)monday.com 10,000 shares (about $2.26M)ABB LTD. 7,000 shares (about $324.52K)Jazz Pharmaceuticals plc 120 shares (about $14.45K) Largest Sales this Quarter Roku 115,000 shares (about $7.49M)Cloudflare 60,000 shares (about $5.81M)Palo Alto Networks 10,000 shares (about $2.84M)Kratos Defense & Security Solutions 75,000 shares (about $1.38M)Workday 2,000 shares (about $545.50K) 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 PortfolioSectorWOLFWolfspeed$5,310,000$295,000 ▼-5.3%180,0008.7%Computer and TechnologyROKURoku$4,887,750$7,494,550 ▼-60.5%75,0008.0%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$4,319,300$1,378,500 ▼-24.2%235,0007.0%AerospaceZSZscaler$3,852,6000.0%20,0006.3%Computer and TechnologyDOCUDocuSign$3,573,0000.0%60,0005.8%Business ServicesNFLXNetflix$3,036,6500.0%5,0004.9%Consumer DiscretionaryENPHEnphase Energy$2,782,540$2,419,600 ▲666.7%23,0004.5%Oils/EnergyPDPagerDuty$2,721,6000.0%120,0004.4%Computer and TechnologyPLTRPalantir Technologies$2,301,000$2,301,000 ▲New Holding100,0003.7%Business ServicesMNDYmonday.com$2,258,700$2,258,700 ▲New Holding10,0003.7%Computer and TechnologyWDAYWorkday$2,182,000$545,500 ▼-20.0%8,0003.6%Computer and TechnologyBILLBILL$2,061,6000.0%30,0003.4%Computer and TechnologyDOMODomo$2,051,6000.0%230,0003.3%Computer and TechnologyCHGGChegg$1,968,2000.0%260,0003.2%Computer and TechnologyNETCloudflare$1,936,600$5,809,800 ▼-75.0%20,0003.2%Computer and TechnologyTWLOTwilio$1,834,5000.0%30,0003.0%Computer and TechnologyMDBMongoDB$1,793,2000.0%5,0002.9%Computer and TechnologyPANWPalo Alto Networks$1,420,650$2,841,300 ▼-66.7%5,0002.3%Computer and TechnologyPWRQuanta Services$1,299,0000.0%5,0002.1%ConstructionOKTAOkta$1,046,2000.0%10,0001.7%Computer and TechnologySEDGSolarEdge Technologies$922,740$70,980 ▼-7.1%13,0001.5%Oils/EnergyFSLRFirst Solar$844,0000.0%5,0001.4%Oils/EnergyONOnsemi$735,5000.0%10,0001.2%Computer and TechnologyTSLATesla$703,160$175,790 ▼-20.0%4,0001.1%Auto/Tires/TrucksPYPLPayPal$669,9000.0%10,0001.1%Computer and TechnologyFSLYFastly$648,5000.0%50,0001.1%Computer and TechnologyASPNAspen Aerogels$616,0000.0%35,0001.0%ConstructionACLSAxcelis Technologies$557,6000.0%5,0000.9%Computer and TechnologyITRIItron$422,354$92,520 ▼-18.0%4,5650.7%Computer and TechnologyGLWCorning$377,722$164,800 ▼-30.4%11,4600.6%Computer and TechnologyABB LTD.$324,520$324,520 ▲New Holding7,0000.5%Common StockENVXEnovix$240,3000.0%30,0000.4%Oils/EnergyPHGKoninklijke Philips$227,4600.0%11,3730.4%MedicalSTMSTMicroelectronics$216,2000.0%5,0000.4%Computer and TechnologyRUNSunrun$152,8880.0%11,6000.2%Oils/EnergyEVGOEVgo$150,6000.0%60,0000.2%Auto/Tires/TrucksCOURCoursera$140,2000.0%10,0000.2%Business ServicesHONHoneywell International$119,0450.0%5800.2%Multi-Sector ConglomeratesPOWIPower Integrations$114,3370.0%1,5980.2%Computer and TechnologyCHPTChargePoint$114,0000.0%60,0000.2%Auto/Tires/TrucksNOVASunnova Energy International$91,9500.0%15,0000.1%Oils/EnergySPWRSunPower$89,7930.0%29,9310.1%Oils/EnergyCARRCarrier Global$58,1300.0%1,0000.1%Computer and TechnologyCURLFCuraleaf$53,4000.0%10,0000.1%Consumer DiscretionaryADESAdvanced Emissions Solutions$44,0640.0%6,8000.1%Industrial ProductsASYSAmtech Systems$35,7060.0%6,6000.1%Computer and TechnologyIVACIntevac$22,2720.0%5,8000.0%Computer and TechnologyJazz Pharmaceuticals plc$14,450$14,450 ▲New Holding1200.0%Common StockACLLYAccelleron Industries$13,1780.0%3500.0%IndustrialsOESXOrion Energy Systems$12,1830.0%14,0000.0%ConstructionMAXNMaxeon Solar Technologies$8,295$8,295 ▲New Holding2,4910.0%Oils/EnergySWVLWSwvl$227$227 ▲New Holding13,3330.0%Computer and Technologymonday.com Ltd.$0$2,817,150 ▼-100.0%00.0%Common StockNNDMNano Dimension$0$501,207 ▼-100.0%00.0%Computer and TechnologyABBNYABB$0$228,750 ▼-100.0%00.0%Industrial ProductsTMPOTempo Automation$0$131,211 ▼-100.0%00.0%Computer and TechnologyMaxeon Solar Technologies LTD$0$27,720 ▼-100.0%00.0%Common StockJazz Pharmaceuticals plc$0$20,264 ▼-100.0%00.0%Common StockSwvl Holdings Corp Warrant$0-100.0%00.0%Common StockShowing 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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