Firsthand Capital Management, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Firsthand Capital Management, Inc. reported 44 stock positions worth $51.4 million. Its top holding was Power Integrations (POWI) at 8.7% of the portfolio, followed by Wolfspeed (WOLF, 8.7%) and On Semiconductor (ON, 8.0%). Compared with Q1 2024, it opened 1 new position, sold out of 8, added to 26 and reduced 15. The biggest buy was Power Integrations (POWI, shares +4593%) and the biggest sale Roku (ROKU, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001476179
- Portfolio Value
- $51.4M (Q2 2024)
- SEC Filing
- 0001398344-24-014771 ↗ filed Aug 15, 2024
Holdings Value
Holdings 44 stocks · $51.4M
| POWI Power Integrations Inc. | 8.74% | 75,000 | $4.5M | Add +4593.4% |
| WOLF Wolfspeed Inc. | 8.72% | 187,000 | $4.5M | Add +3.9% |
| ON On Semiconductor | 7.98% | 205,000 | $4.1M | Add +1950.0% |
| ACLLY Accelleron Industries AG | 7.47% | 20,000 | $3.8M | Add +5614.3% |
| ASPN Aspen Aerogels Inc. | 6.56% | 5,000 | $3.4M | Reduce -85.7% |
| DOCU Docusign Inc. | 4.87% | 105,000 | $2.5M | Add +75.0% |
| CHGG Chegg Inc. | 4.46% | 23,000 | $2.3M | Reduce -91.2% |
| RUN Sunrun Inc. | 4.19% | 85,000 | $2.2M | Add +632.8% |
| BILL Bill Holdings Inc. | 4.16% | 40,000 | $2.1M | Add +33.3% |
| PHG Koninklijke Philips NVR- NY | 4.01% | 90,000 | $2.1M | Add +691.4% |
| TSLA Tesla Inc. | 3.97% | 9,000 | $2.0M | Add +125.0% |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 3.45% | 230,000 | $1.8M | No change |
| ENVX Enovix Corp. | 3.30% | 5,000 | $1.7M | Reduce -83.3% |
| FSLY Fastly Inc. Class A | 3.22% | 20,000 | $1.7M | Reduce -60.0% |
| IVAC Intevac Inc. | 3.04% | 7,000 | $1.6M | Add +20.7% |
| PYPL PayPal Holdings Inc. | 2.34% | 5,000 | $1.2M | Reduce -50.0% |
| COUR Coursera Inc. | 2.12% | 14,000 | $1.1M | Add +40.0% |
| GLW Corning Inc. | 1.82% | 10,000 | $936K | Reduce -12.7% |
| MDB Mongodb Inc. | 1.75% | 4,000 | $902K | Reduce -20.0% |
| ENPH Enphase Energy Inc. | 1.60% | 260,000 | $822K | Add +1030.4% |
| NFLX Netflix Inc. | 1.53% | 15,000 | $789K | Add +200.0% |
| KTOS Kratos Defense & Security | 1.38% | 5,000 | $711K | Reduce -97.9% |
| ABBNY Abb Ltd.-Spon ADR | 1.33% | 10,000 | $686K | New |
| HON Honeywell International Inc. | 1.13% | 10,000 | $580K | Add +1624.1% |
| NET Cloudflare Inc. Class A | 0.90% | 30,000 | $464K | Add +50.0% |
| SEDG Solaredge Technologies Inc. | 0.88% | 4,565 | $452K | Reduce -64.9% |
| PWR Quanta Services Inc. | 0.87% | 11,460 | $445K | Add +129.2% |
| PANW Palo Alto Networks Inc. | 0.72% | 50,000 | $369K | Add +900.0% |
| NOVAQ Sunnova Energy International | 0.64% | 13,000 | $328K | Reduce -13.3% |
| STM Stmicroelectronics NV-NY SHS | 0.58% | 11,761 | $296K | Add +135.2% |
| CHPT Chargepoint Holdings Inc. | 0.44% | 71,600 | $228K | Add +19.3% |
| CARR Carrier Global Corp. | 0.38% | 5,000 | $196K | Add +400.0% |
| TWLO Twilio Inc. Class A | 0.29% | 60,000 | $147K | Add +100.0% |
| OKTA Okta Inc. | 0.24% | 580 | $124K | Reduce -94.2% |
| EVGO Evgo Inc. | 0.22% | 1,598 | $112K | Reduce -97.3% |
| SPWRQ Sunpower Corp. | 0.17% | 29,931 | $89K | No change |
| ACLS Axcelis Technologies Inc. | 0.16% | 15,000 | $84K | Add +200.0% |
| PD Pagerduty Inc. | 0.12% | 1,000 | $63K | Reduce -99.2% |
| ZS Zscaler Inc. | 0.08% | 6,800 | $41K | Reduce -66.0% |
| WDAY Workday Inc. Class A | 0.07% | 10,000 | $39K | Add +25.0% |
| FSLR First Solar Inc. | 0.04% | 5,800 | $22K | Add +16.0% |
| ITRI Itron Inc. | 0.03% | 14,000 | $16K | Add +206.7% |
| ROKU Roku Inc. | 0.03% | 350 | $14K | Reduce -99.5% |
| CURLF Curaleaf Holdings Inc. | 0.00% | 13,333 | $188 | Add +33.3% |
Portfolio Sells Q1 2024 → Q2 2024
| ROKU Roku Inc. | Reduce -99.5% | 0.03% | −7.94 |
| ZS Zscaler Inc. | Reduce -66.0% | 0.08% | −6.20 |
| KTOS Kratos Defense & Security | Reduce -97.9% | 1.38% | −5.66 |
| PD Pagerduty Inc. | Reduce -99.2% | 0.12% | −4.32 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −3.75 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −3.68 |
| OKTA Okta Inc. | Reduce -94.2% | 0.24% | −1.47 |
| MDB Mongodb Inc. | Reduce -20.0% | 1.75% | −1.17 |
| SEDG Solaredge Technologies Inc. | Reduce -64.9% | 0.88% | −0.63 |
| ABB LTD | Sold out | 0.00% | −0.53 |
| ARQ Arq Inc. | Sold out | 0.00% | −0.07 |
| ASYS Amtech Systems Inc. | Sold out | 0.00% | −0.06 |
| EVGO Evgo Inc. | Reduce -97.3% | 0.22% | −0.03 |
| Jazz Pharmaceuticals plc | Sold out | 0.00% | −0.02 |
| OESX Orion Energy Systems Inc. | Sold out | 0.00% | −0.02 |
| MAXNQ Maxeon Solar Technologie | Sold out | 0.00% | −0.01 |
| NOVAQ Sunnova Energy International | Reduce -13.3% | 0.64% | +0.49 |
| GLW Corning Inc. | Reduce -12.7% | 1.82% | +1.20 |
| PYPL PayPal Holdings Inc. | Reduce -50.0% | 2.34% | +1.25 |
| CHGG Chegg Inc. | Reduce -91.2% | 4.46% | +1.25 |
| FSLY Fastly Inc. Class A | Reduce -60.0% | 3.22% | +2.16 |
| ENVX Enovix Corp. | Reduce -83.3% | 3.30% | +2.90 |
| ASPN Aspen Aerogels Inc. | Reduce -85.7% | 6.56% | +5.56 |
Portfolio Buys Q1 2024 → Q2 2024
| POWI Power Integrations Inc. | Add +4593.4% | 8.74% | +8.55 |
| ACLLY Accelleron Industries AG | Add +5614.3% | 7.47% | +7.45 |
| ON On Semiconductor | Add +1950.0% | 7.98% | +6.78 |
| RUN Sunrun Inc. | Add +632.8% | 4.19% | +3.94 |
| PHG Koninklijke Philips NVR- NY | Add +691.4% | 4.01% | +3.64 |
| IVAC Intevac Inc. | Add +20.7% | 3.04% | +3.01 |
| TSLA Tesla Inc. | Add +125.0% | 3.97% | +2.82 |
| COUR Coursera Inc. | Add +40.0% | 2.12% | +1.89 |
| ABBNY Abb Ltd.-Spon ADR | New | 1.33% | +1.33 |
| HON Honeywell International Inc. | Add +1624.1% | 1.13% | +0.93 |
| BILL Bill Holdings Inc. | Add +33.3% | 4.16% | +0.80 |
| CARR Carrier Global Corp. | Add +400.0% | 0.38% | +0.29 |
| CHPT Chargepoint Holdings Inc. | Add +19.3% | 0.44% | +0.26 |
| STM Stmicroelectronics NV-NY SHS | Add +135.2% | 0.58% | +0.22 |
| WOLF Wolfspeed Inc. | Add +3.9% | 8.72% | +0.06 |
| CURLF Curaleaf Holdings Inc. | Add +33.3% | 0.00% | +0.00 |
| ITRI Itron Inc. | Add +206.7% | 0.03% | −0.66 |
| ACLS Axcelis Technologies Inc. | Add +200.0% | 0.16% | −0.75 |
| DOCU Docusign Inc. | Add +75.0% | 4.87% | −0.96 |
| PWR Quanta Services Inc. | Add +129.2% | 0.87% | −1.25 |
| FSLR First Solar Inc. | Add +16.0% | 0.04% | −1.33 |
| PANW Palo Alto Networks Inc. | Add +900.0% | 0.72% | −1.60 |
| NET Cloudflare Inc. Class A | Add +50.0% | 0.90% | −2.26 |
| TWLO Twilio Inc. Class A | Add +100.0% | 0.29% | −2.71 |
| ENPH Enphase Energy Inc. | Add +1030.4% | 1.60% | −2.94 |
| NFLX Netflix Inc. | Add +200.0% | 1.53% | −3.42 |
| WDAY Workday Inc. Class A | Add +25.0% | 0.07% | −3.48 |
Notes & Other Activity Q1 2024 → Q2 2024
| SWVLW Pivotal Holdings Corp. -CW27 | *W EXP 99/99/999 | Sold out | 13,333 | $227before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $62.6M | ROKU, BE, RKLB, COHR, OKLO |
| Q1 2026 | 47 | $46.9M | ROKU, BE, RKLB, NFLX, COHR |
| Q4 2025 | 47 | $53.9M | ROKU, PLTR, NFLX, RKLB, ANET |
| Q3 2025 | 47 | $59.6M | ROKU, PLTR, NFLX, HUCK, RKLB |
| Q2 2025 | 49 | $55.6M | PLTR, NFLX, ROKU, HUCK, DOCU |
| Q1 2025 | 47 | $41.3M | PLTR, ROKU, NFLX, DOCU, UBER |
| Q4 2024 | 48 | $48.1M | PLTR, ROKU, NFLX, DOCU, KTOS |
| Q3 2024 | 45 | $50.7M | ROKU, KTOS, NFLX, ZS, PLTR |
| Q2 2024 | 44 | $51.4M | POWI, WOLF, ON, ACLLY, ASPN |
| Q1 2024 | 51 | $61.3M | WOLF, ROKU, KTOS, ZS, DOCU |