Firsthand Capital Management, Inc. Top Holdings and 13F Report (2024) About Firsthand Capital Management, Inc.Investment ActivityFirsthand Capital Management, Inc. has $50.68 million in total holdings as of December 31, 2023.Firsthand Capital Management, Inc. owns shares of 46 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 51.73% of the portfolio was purchased this quarter.About 179.83% of the portfolio was sold this quarter.This quarter, Firsthand Capital Management, Inc. has purchased 45 new stocks and bought additional shares in 17 stocks.Firsthand Capital Management, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Roku $5,599,500Kratos Defense & Security Solutions $4,660,000Netflix $3,546,350Zscaler $3,418,800Palantir Technologies $3,162,000 Largest New Holdings this Quarter Palantir Technologies $3,162,000 HoldingLockheed Martin $1,169,120 HoldingABB LTD $405,440 HoldingAdvanced Emissions Solutions $39,916 HoldingOrion Energy Systems $11,997 Holding Largest Purchases this Quarter Roku 74,650 shares (about $5.57M)Kratos Defense & Security Solutions 195,000 shares (about $4.54M)Palantir Technologies 85,000 shares (about $3.16M)Aspen Aerogels 100,000 shares (about $2.77M)Zscaler 13,200 shares (about $2.26M) Largest Sales this Quarter Enphase Energy 242,000 shares (about $27.35M)Palo Alto Networks 45,000 shares (about $15.38M)Onsemi 195,000 shares (about $14.16M)Netflix 10,000 shares (about $7.09M)Power Integrations 73,402 shares (about $4.71M) 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$5,599,500$5,573,369 ▲21,328.6%75,00011.0%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$4,660,000$4,543,500 ▲3,900.0%200,0009.2%AerospaceNFLXNetflix$3,546,350$7,092,700 ▼-66.7%5,0007.0%Consumer DiscretionaryZSZscaler$3,418,800$2,256,408 ▲194.1%20,0006.7%Computer and TechnologyPLTRPalantir Technologies$3,162,000$3,162,000 ▲New Holding85,0006.2%Business ServicesASPNAspen Aerogels$2,907,450$2,769,000 ▲2,000.0%105,0005.7%ConstructionENPHEnphase Energy$2,034,360$27,350,840 ▼-93.1%18,0004.0%Oils/EnergyDOCUDocuSign$1,862,700$4,656,750 ▼-71.4%30,0003.7%Computer and TechnologyWOLFWolfspeed$1,746,000$1,678,100 ▲2,471.4%180,0003.4%Computer and TechnologyDOMODomo$1,727,3000.0%230,0003.4%Computer and TechnologyWDAYWorkday$1,710,870$733,230 ▼-30.0%7,0003.4%Computer and TechnologyPANWPalo Alto Networks$1,709,000$15,381,000 ▼-90.0%5,0003.4%Computer and TechnologyPDPagerDuty$1,669,500$1,650,950 ▲8,900.0%90,0003.3%Computer and TechnologyMDBMongoDB$1,388,850$277,770 ▲25.0%5,0002.7%Computer and TechnologyMDBMongoDB$1,351,750$270,350 ▲25.0%5,0002.7%Computer and TechnologyPWRQuanta Services$1,192,600$2,224,199 ▼-65.1%4,0002.4%ConstructionLMTLockheed Martin$1,169,120$1,169,120 ▲New Holding2,0002.3%AerospaceTSLATesla$1,046,5200.0%4,0002.1%Auto/Tires/TrucksFSLRFirst Solar$997,760$448,992 ▼-31.0%4,0002.0%Oils/EnergyNETCloudflare$808,900$1,617,800 ▼-66.7%10,0001.6%Computer and TechnologyPYPLPayPal$780,300$390,150 ▲100.0%10,0001.5%Computer and TechnologyOKTAOkta$743,400$700,283 ▲1,624.1%10,0001.5%Computer and TechnologyONOnsemi$726,100$14,158,950 ▼-95.1%10,0001.4%Computer and TechnologyGLWCorning$517,419$65,919 ▲14.6%11,4601.0%Computer and TechnologyITRIItron$487,588$1,007,753 ▼-67.4%4,5651.0%Computer and TechnologyCHGGChegg$460,200$419,490 ▲1,030.4%260,0000.9%Computer and TechnologyACLSAxcelis Technologies$419,400$1,153,350 ▼-73.3%4,0000.8%Computer and TechnologyABB LTD$405,440$405,440 ▲New Holding7,0000.8%Common StockFSLYFastly$378,500$227,100 ▲150.0%50,0000.7%Computer and TechnologySEDGSolarEdge Technologies$297,830$193,246 ▲184.8%13,0000.6%Oils/EnergyENVXEnovix$280,200$233,500 ▲500.0%30,0000.6%Oils/EnergyPHGKoninklijke Philips$221,220$2,723,581 ▼-92.5%6,7610.4%MedicalRUNSunrun$209,496$1,325,604 ▼-86.4%11,6000.4%Oils/EnergyEVGOEVgo$165,600$158,984 ▲2,403.1%40,0000.3%Auto/Tires/TrucksSTMSTMicroelectronics$148,650$201,005 ▼-57.5%5,0000.3%Computer and TechnologyNOVASunnova Energy International$146,100$19,480 ▲15.4%15,0000.3%Oils/EnergyHONHoneywell International$119,892$1,947,211 ▼-94.2%5800.2%Multi-Sector ConglomeratesPOWIPower Integrations$102,464$4,706,547 ▼-97.9%1,5980.2%Computer and TechnologyCHPTChargePoint$82,2000.0%60,0000.2%Auto/Tires/TrucksCARRCarrier Global$80,490$321,960 ▼-80.0%1,0000.2%Computer and TechnologyCOURCoursera$79,4000.0%10,0000.2%Business ServicesADESAdvanced Emissions Solutions$39,916$39,916 ▲New Holding6,8000.1%Industrial ProductsCURLFCuraleaf$30,600$10,199 ▼-25.0%10,0000.1%MedicalIVACIntevac$19,720$4,080 ▼-17.1%5,8000.0%Computer and TechnologyACLLYAccelleron Industries$18,081$1,015,119 ▼-98.3%3500.0%Industrial ProductsOESXOrion Energy Systems$11,997$11,997 ▲New Holding14,0000.0%ConstructionBILLBILL$0$2,140,000 ▼-100.0%00.0%Computer and TechnologyABBNYABB$0$685,500 ▼-100.0%00.0%Industrial ProductsTWLOTwilio$0$147,000 ▼-100.0%00.0%Computer and TechnologySPWRSunPower$0$88,596 ▼-100.0%00.0%Oils/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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