Firsthand Capital Management, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Firsthand Capital Management, Inc. reported 51 stock positions worth $61.3 million. Its top holding was Wolfspeed (WOLF) at 8.7% of the portfolio, followed by Roku (ROKU, 8.0%) and Kratos Defense & Security (KTOS, 7.0%). Compared with Q4 2023, it opened 5 new positions, sold out of 7, added to 1 and reduced 10. The biggest buy was Enphase Energy (ENPH, shares +667%) and the biggest sale an exit from monday.com.

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001476179
Portfolio Value
$61.3M (Q1 2024)
SEC Filing
0001398344-24-009701 ↗ filed May 15, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $61.3M $61.3M Q1 2024 Q2 2024: $51.4M Q2 2024 Q3 2024: $50.7M Q3 2024 Q4 2024: $48.1M Q4 2024 Q1 2025: $41.3M Q1 2025 Q2 2025: $55.6M Q2 2025 Q3 2025: $59.6M Q3 2025 Q4 2025: $53.9M Q4 2025 Q1 2026: $46.9M Q1 2026 Q2 2026: $62.6M Q2 2026

Holdings 51 stocks · $61.3M
WOLF Wolfspeed Inc. 8.66% 180,000 $5.3M Reduce -5.3%
ROKU Roku Inc. 7.97% 75,000 $4.9M Reduce -60.5%
KTOS Kratos Defense & Security 7.04% 235,000 $4.3M Reduce -24.2%
ZS Zscaler Inc. 6.28% 20,000 $3.9M No change
DOCU Docusign Inc. 5.83% 60,000 $3.6M No change
NFLX Netflix Inc. 4.95% 5,000 $3.0M No change
ENPH Enphase Energy Inc. 4.54% 23,000 $2.8M Add +666.7%
PD Pagerduty Inc. 4.44% 120,000 $2.7M No change
PLTR Palantir Technologies Inc. Class A 3.75% 100,000 $2.3M New
MNDY Monday.com Ltd. 3.68% 10,000 $2.3M New
WDAY Workday Inc. Class A 3.56% 8,000 $2.2M Reduce -20.0%
BILL Bill Holdings Inc. 3.36% 30,000 $2.1M No change
HUCK Huckleberry AI Inc. filed as DOMO INC 3.35% 230,000 $2.1M No change
CHGG Chegg Inc. 3.21% 260,000 $2.0M No change
NET Cloudflare Inc. Class A 3.16% 20,000 $1.9M Reduce -75.0%
TWLO Twilio Inc. Class A 2.99% 30,000 $1.8M No change
MDB Mongodb Inc. 2.92% 5,000 $1.8M No change
PANW Palo Alto Networks Inc. 2.32% 5,000 $1.4M Reduce -66.7%
PWR Quanta Services Inc. 2.12% 5,000 $1.3M No change
OKTA Okta Inc. 1.71% 10,000 $1.0M No change
SEDG Solaredge Technologies Inc. 1.50% 13,000 $923K Reduce -7.1%
FSLR First Solar Inc. 1.38% 5,000 $844K No change
ON On Semiconductor 1.20% 10,000 $736K No change
TSLA Tesla Inc. 1.15% 4,000 $703K Reduce -20.0%
PYPL PayPal Holdings Inc. 1.09% 10,000 $670K No change
FSLY Fastly Inc. Class A 1.06% 50,000 $649K No change
ASPN Aspen Aerogels Inc. 1.00% 35,000 $616K No change
ACLS Axcelis Technologies Inc. 0.91% 5,000 $558K No change
ITRI Itron Inc. 0.69% 4,565 $422K Reduce -18.0%
GLW Corning Inc. 0.62% 11,460 $378K Reduce -30.4%
ABB LTD 0.53% 7,000 $325K New
ENVX Enovix Corp. 0.39% 30,000 $240K No change
PHG Koninklijke Philips NVR- NY 0.37% 11,373 $227K No change
STM Stmicroelectronics NV-NY SHS 0.35% 5,000 $216K No change
RUN Sunrun Inc. 0.25% 11,600 $153K No change
EVGO Evgo Inc. 0.25% 60,000 $151K No change
COUR Coursera Inc. 0.23% 10,000 $140K No change
HON Honeywell International Inc. 0.19% 580 $119K No change
POWI Power Integrations Inc. 0.19% 1,598 $114K No change
CHPT Chargepoint Holdings Inc. 0.19% 60,000 $114K No change
NOVAQ Sunnova Energy International 0.15% 15,000 $92K No change
SPWRQ Sunpower Corp. 0.15% 29,931 $90K No change
CARR Carrier Global Corp. 0.09% 1,000 $58K No change
ARQ Arq Inc. 0.07% 6,800 $44K No change
ASYS Amtech Systems Inc. 0.06% 6,600 $36K No change
IVAC Intevac Inc. 0.04% 5,800 $22K No change
Jazz Pharmaceuticals plc 0.02% 120 $14K New
ACLLY Accelleron Industries AG 0.02% 350 $13K No change
OESX Orion Energy Systems Inc. 0.02% 14,000 $12K No change
MAXNQ Maxeon Solar Technologie 0.01% 2,491 $8K New
CURLF Curaleaf Holdings Inc. 0.00% 10,000 $53 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $227 (not counted above)
SecurityClassShares / PrincipalValueChange
SWVLW Pivotal Holdings Corp. -CW27 *W EXP 99/99/999 13,333$227New

Total filed on the 13F, all lines: $61.3M.

Portfolio Sells Q4 2023 → Q1 2024
monday.com Ltd. Sold out 0.00% −3.91
WOLF Wolfspeed Inc. Reduce -5.3% 8.66% −2.20
ROKU Roku Inc. Reduce -60.5% 7.97% −2.20
NET Cloudflare Inc. Class A Reduce -75.0% 3.16% −1.46
KTOS Kratos Defense & Security Reduce -24.2% 7.04% −1.12
NNDM Nano Dimension Ltd. - ADR Sold out 0.00% −0.69
ABBNY Abb Ltd.-Spon ADR Sold out 0.00% −0.32
WDAY Workday Inc. Class A Reduce -20.0% 3.56% −0.27
TSLA Tesla Inc. Reduce -20.0% 1.15% −0.23
SEDG Solaredge Technologies Inc. Reduce -7.1% 1.50% −0.18
TMPOQ Tempo Automation Holdings Inc. Sold out 0.00% −0.18
Maxeon Solar Technologies LTD Sold out 0.00% −0.04
Jazz Pharmaceuticals PLC Sold out 0.00% −0.03
Swvl Holdings Corp Warrant Sold out 0.00% 0.00
GLW Corning Inc. Reduce -30.4% 0.62% +0.10
PANW Palo Alto Networks Inc. Reduce -66.7% 2.32% +0.27
ITRI Itron Inc. Reduce -18.0% 0.69% +0.49

Portfolio Buys Q4 2023 → Q1 2024
ENPH Enphase Energy Inc. Add +666.7% 4.54% +3.95
PLTR Palantir Technologies Inc. Class A New 3.75% +3.75
MNDY Monday.com Ltd. New 3.68% +3.68
ABB LTD New 0.53% +0.53
Jazz Pharmaceuticals plc New 0.02% +0.02
MAXNQ Maxeon Solar Technologie New 0.01% +0.01

Notes & Other Activity Q4 2023 → Q1 2024
SWVLW Pivotal Holdings Corp. -CW27 *W EXP 99/99/999 New 13,333 $227

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$62.6MROKU, BE, RKLB, COHR, OKLO
Q1 2026 47$46.9MROKU, BE, RKLB, NFLX, COHR
Q4 2025 47$53.9MROKU, PLTR, NFLX, RKLB, ANET
Q3 2025 47$59.6MROKU, PLTR, NFLX, HUCK, RKLB
Q2 2025 49$55.6MPLTR, NFLX, ROKU, HUCK, DOCU
Q1 2025 47$41.3MPLTR, ROKU, NFLX, DOCU, UBER
Q4 2024 48$48.1MPLTR, ROKU, NFLX, DOCU, KTOS
Q3 2024 45$50.7MROKU, KTOS, NFLX, ZS, PLTR
Q2 2024 44$51.4MPOWI, WOLF, ON, ACLLY, ASPN
Q1 2024 51$61.3MWOLF, ROKU, KTOS, ZS, DOCU