Firsthand Capital Management, Inc.
CIK 1476179 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- WOLF10.83%
- ROKU10.14%
- KTOS8.14%
- ZS6.13%
- DOCU4.93%
- NET4.61%
- 15961R1054.20%
- CHGG4.09%
- 00BMHRYX83.90%
- PD3.84%
Share classes counted separately60.81%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WOLFWOLFSPEED INCCommon Stock View history and evidence | $7.83M | 10.83% | 190.00K shares | — | ↗▾ | |
| 02 | ROKUROKU INCCommon Stock View history and evidence | $7.33M | 10.14% | 190.00K shares | — | ↗▾ | |
| 03 | KTOSKRATOS DEFENSE & SECURITYCommon Stock View history and evidence | $5.88M | 8.14% | 310.00K shares | — | ↗▾ | |
| 04 | ZSZSCALER INCCommon Stock View history and evidence | $4.43M | 6.13% | 20.00K shares | — | ↗▾ | |
| 05 | DOCUDOCUSIGN INCCommon Stock View history and evidence | $3.57M | 4.93% | 60.00K shares | — | ↗▾ | |
| 06 | NETCLOUDFLARE INC - CLASS ACommon Stock View history and evidence | $3.33M | 4.61% | 80.00K shares | — | ↗▾ | |
| 07 | 15961R105ChargePoint Holdings, Inc.Common Stock View history and evidence | $3.04M | 4.20% | 60.00K shares | — | ↗▾ | |
| 08 | CHGGCHEGG INCCommon Stock View history and evidence | $2.95M | 4.09% | 260.00K shares | — | ↗▾ | |
| 09 | 00BMHRYX8monday.com Ltd.Common Stock View history and evidence | $2.82M | 3.90% | 20.00K shares | — | ↗▾ | |
| 10 | PDPAGERDUTY INCCommon Stock View history and evidence | $2.78M | 3.84% | 120.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MNDY MONDAY.COM LTD | Non-derivative | — | — | SEC filing ↗ | |
| PLTR PALANTIR TECHNOLOGIES INC-A | Non-derivative | — | — | SEC filing ↗ | |
| VWDRY VESTAS WIND SYSTEMS-UNSP ADR | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1476179 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 72118866
}Research all 53 reported holdings.
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