Firsthand Capital Management, Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$41.3B
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 65,000 | $5.5B | 13.30% | |
| 2 | ROKUROKU INC | 75,000 | $5.3B | 12.80% | |
| 3 | NFLXNETFLIX INC | 5,000 | $4.7B | 11.30% | |
| 4 | DOCUDOCUSIGN INC | 30,000 | $2.4B | 5.92% | |
| 5 | UBERUBER TECHNOLOGIES INC | 25,000 | $1.8B | 4.41% | |
| 6 | DOMODOMO INC | 230,000 | $1.8B | 4.33% | |
| 7 | PANWPALO ALTO NETWORKS INC | 10,000 | $1.7B | 4.14% | |
| 8 | PDPAGERDUTY INC | 90,000 | $1.6B | 3.98% | |
| 9 | WDAYWORKDAY INC | 7,000 | $1.6B | 3.96% | |
| 10 | ANETARISTA NETWORKS INC | 18,000 | $1.4B | 3.38% | |
| 11 | TOSTTOAST INC | 40,000 | $1.3B | 3.22% | |
| 12 | MNDYMONDAY.COM LTD | 5,000 | $1.2B | 2.95% | |
| 13 | OKTAOKTA INC | 10,000 | $1.1B | 2.55% | |
| 14 | ZSZSCALER INC | 5,000 | $992.1M | 2.40% | |
| 15 | MDBMONGODB INC | 5,000 | $877.0M | 2.13% | |
| 16 | ASPNASPEN AEROGELS INC | 125,000 | $798.8M | 1.94% | |
| 17 | PYPLPAYPAL HOLDINGS INC | 10,000 | $652.5M | 1.58% | |
| 18 | WOLF*WOLFSPEED INC | 180,000 | $550.8M | 1.33% | |
| 19 | PWRQUANTA SERVICES INC | 2,100 | $533.8M | 1.29% | |
| 20 | TSLATESLA INC | 2,000 | $518.3M | 1.26% | |
| 21 | HOODROBINHOOD MARKETS INC | 11,000 | $457.8M | 1.11% | |
| 22 | ITRIITRON INC | 3,565 | $373.5M | 0.91% | |
| 23 | ABBNYABB LTD | 7,000 | $365.0M | 0.88% | |
| 24 | ONON SEMICONDUCTOR CORP | 8,000 | $325.5M | 0.79% | |
| 25 | FSLYFASTLY INC | 50,000 | $316.5M | 0.77% | |
| 26 | GLWCORNING INC | 6,460 | $295.7M | 0.72% | |
| 27 | BEBLOOM ENERGY CORP | 15,000 | $294.9M | 0.71% | |
| 28 | FSLRFIRST SOLAR INC | 2,000 | $252.9M | 0.61% | |
| 29 | ENVXENOVIX CORP | 30,000 | $220.2M | 0.53% | |
| 30 | OKLOOKLO INC | 10,000 | $216.3M | 0.52% | |
| 31 | SEDGSOLAREDGE TECHNOLOGIES INC | 13,000 | $210.3M | 0.51% | |
| 32 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $198.7M | 0.48% | |
| 33 | ENPHENPHASE ENERGY INC | 3,000 | $186.2M | 0.45% | |
| 34 | COINCOINBASE GLOBAL INC | 1,000 | $172.2M | 0.42% | |
| 35 | CHGGCHEGG INC | 260,000 | $166.2M | 0.40% | |
| 36 | HONHONEYWELL INTERNATIONAL INC | 580 | $122.8M | 0.30% | |
| 37 | PHGKONINKLIJKE PHILIPS NV | 4,761 | $120.9M | 0.29% | |
| 38 | STMSTMICROELECTRONICS NV | 5,000 | $109.8M | 0.27% | |
| 39 | RUNSUNRUN INC | 11,600 | $107.3M | 0.26% | |
| 40 | EVGOEVGO INC | 20,000 | $81.0M | 0.20% | |
| 41 | PWIPOWER INTEGRATIONS INC | 1,598 | $80.7M | 0.20% | |
| 42 | COURCOURSERA INC | 10,000 | $66.6M | 0.16% | |
| 43 | CARRCARRIER GLOBAL CORP | 1,000 | $63.4M | 0.15% | |
| 44 | CHPTCHARGEPOINT HOLDINGS INC | 60,000 | $36.3M | 0.09% | |
| 45 | OXQ1ARQ INC | 6,800 | $28.4M | 0.07% | |
| 46 | OESXUSDORION ENERGY SYSTEMS INC | 14,000 | $10.1M | 0.02% | |
| 47 | NOVAQSUNNOVA ENERGY INTERNATIONAL INC | 15,000 | $5.6M | 0.01% |