Firsthand Capital Management, Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$48.1B
Holdings
48
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 75,000 | $5.7B | 11.80% | |
| 2 | ROKUROKU INC | 75,000 | $5.6B | 11.60% | |
| 3 | NFLXNETFLIX INC | 5,000 | $4.5B | 9.27% | |
| 4 | DOCUDOCUSIGN INC | 30,000 | $2.7B | 5.61% | |
| 5 | KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC | 90,000 | $2.4B | 4.94% | |
| 6 | PANWPALO ALTO NETWORKS INC | 10,000 | $1.8B | 3.79% | |
| 7 | WDAYWORKDAY INC | 7,000 | $1.8B | 3.76% | |
| 8 | ZSZSCALER INC | 10,000 | $1.8B | 3.75% | |
| 9 | PDPAGERDUTY INC | 90,000 | $1.6B | 3.42% | |
| 10 | DOMODOMO INC | 230,000 | $1.6B | 3.39% | |
| 11 | UBERUBER TECHNOLOGIES INC | 25,000 | $1.5B | 3.14% | |
| 12 | ASPNASPEN AEROGELS INC | 105,000 | $1.2B | 2.60% | |
| 13 | ENPHENPHASE ENERGY INC | 18,000 | $1.2B | 2.57% | |
| 14 | TSLATESLA INC | 3,000 | $1.2B | 2.52% | |
| 15 | WOLF*WOLFSPEED INC | 180,000 | $1.2B | 2.49% | |
| 16 | MNDYMONDAY.COM LTD | 5,000 | $1.2B | 2.45% | |
| 17 | MDBMONGODB INC | 5,000 | $1.2B | 2.42% | |
| 18 | PWRQUANTA SERVICES INC | 3,100 | $979.8M | 2.04% | |
| 19 | ANETEURARISTA NETWORKS INC | 8,000 | $884.2M | 1.84% | |
| 20 | PYPLPAYPAL HOLDINGS INC | 10,000 | $853.5M | 1.78% | |
| 21 | OKTAOKTA INC | 10,000 | $788.0M | 1.64% | |
| 22 | FSLRFIRST SOLAR INC | 4,000 | $705.0M | 1.47% | |
| 23 | ONON SEMICONDUCTOR CORP | 10,000 | $630.5M | 1.31% | |
| 24 | LMTLOCKHEED MARTIN CORP | 1,000 | $485.9M | 1.01% | |
| 25 | FSLYFASTLY INC | 50,000 | $472.0M | 0.98% | |
| 26 | CHGGCHEGG INC | 260,000 | $418.6M | 0.87% | |
| 27 | ITRIITRON INC | 3,565 | $387.1M | 0.81% | |
| 28 | ABBNYABB LTD | 7,000 | $376.0M | 0.78% | |
| 29 | ENVXENOVIX CORP | 30,000 | $326.1M | 0.68% | |
| 30 | GLWCORNING INC | 6,460 | $307.0M | 0.64% | |
| 31 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $279.5M | 0.58% | |
| 32 | COINCOINBASE GLOBAL INC | 1,000 | $248.3M | 0.52% | |
| 33 | BEBLOOM ENERGY CORP | 10,000 | $222.1M | 0.46% | |
| 34 | OKLOOKLO INC | 10,000 | $212.3M | 0.44% | |
| 35 | SEDGSOLAREDGE TECHNOLOGIES INC | 13,000 | $176.8M | 0.37% | |
| 36 | PHGKONINKLIJKE PHILIPS NV | 6,761 | $171.2M | 0.36% | |
| 37 | HONHONEYWELL INTERNATIONAL INC | 580 | $131.0M | 0.27% | |
| 38 | STMSTMICROELECTRONICS NV | 5,000 | $124.8M | 0.26% | |
| 39 | RUNSUNRUN INC | 11,600 | $107.3M | 0.22% | |
| 40 | PWIPOWER INTEGRATIONS INC | 1,598 | $98.6M | 0.21% | |
| 41 | COURCOURSERA INC | 10,000 | $85.0M | 0.18% | |
| 42 | EVGOEVGO INC | 20,000 | $81.0M | 0.17% | |
| 43 | CARRCARRIER GLOBAL CORP | 1,000 | $68.3M | 0.14% | |
| 44 | CHPTCHARGEPOINT HOLDINGS INC | 60,000 | $64.2M | 0.13% | |
| 45 | OXQ1ARQ INC | 6,800 | $51.5M | 0.11% | |
| 46 | NOVAQSUNNOVA ENERGY INTERNATIONAL INC | 15,000 | $51.5M | 0.11% | |
| 47 | HOODROBINHOOD MARKETS INC | 1,000 | $37.3M | 0.08% | |
| 48 | OESXUSDORION ENERGY SYSTEMS INC | 14,000 | $11.2M | 0.02% |