13F-HR filed by Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 47 holding rows worth $126,086,000.
- Accession
- 0001398344-20-010336
- Filer
- CIK 1476179
- Filed
- 2020-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 47 entries on the cover page, a total value of $126,086,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,086,000 with VALUE read as thousands by filing date, 13F file number 028-13609. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ROKU INC COM CL A | 77543R102 | Stock | 240,000 | $20,995,000 | thousands by filing date | |
| CHEGG INC | 163092109 | COM | 340,000 | $12,165,000 | thousands by filing date | |
| TWILIO INC CL A | 90138F102 | Stock | 100,000 | $8,949,000 | thousands by filing date | |
| CREE INC | 225447101 | COM | 218,000 | $7,730,000 | thousands by filing date | |
| NUTANIX INC CL A | 67059N108 | Stock | 450,000 | $7,110,000 | thousands by filing date | |
| ZSCALERINC | 98980G102 | STOK | 100,000 | $6,086,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 15,000 | $5,633,000 | thousands by filing date | |
| II VI INC | 902104108 | COM | 160,000 | $4,560,000 | thousands by filing date | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 240,000 | $3,322,000 | thousands by filing date | |
| SLACK TECHNOLOGIES INC | 83088V102 | COM CL A | 120,000 | $3,221,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 10,000 | $3,182,000 | thousands by filing date | |
| ARISTA NETWORKS INC | 040413106 | COM | 15,000 | $3,038,000 | thousands by filing date | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 37,000 | $3,030,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 20,000 | $2,795,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 10,000 | $2,636,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 20,000 | $2,604,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 40,000 | $2,560,000 | thousands by filing date | |
| SPLUNK INC | 848637104 | COM | 20,000 | $2,525,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,000 | $2,269,000 | thousands by filing date | put |
| PROOFPOINT INC | 743424103 | COM | 20,000 | $2,052,000 | thousands by filing date | |
| DOMO INC | 257554105 | COM CL B | 200,000 | $1,988,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,000 | $1,883,000 | thousands by filing date | put |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 22,500 | $1,784,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 55,000 | $1,776,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 10,000 | $1,640,000 | thousands by filing date | |
| VIASAT INC | 92552V100 | COM | 40,000 | $1,437,000 | thousands by filing date | |
| MONGODB INC CL A | 60937P106 | Stock | 10,000 | $1,365,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 10,000 | $1,223,000 | thousands by filing date | |
| GW PHARMACEUTICALS PLC | 36197T103 | ADS | 11,000 | $963,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 10,000 | $957,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 10,000 | $924,000 | thousands by filing date | |
| BLOCK INC CL A | 852234103 | Stock | 10,000 | $524,000 | thousands by filing date | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 5,799 | $512,000 | thousands by filing date | |
| PHUNWARE INC | 71948P100 | COMMON | 682,913 | $461,000 | thousands by filing date | |
| 2U INC | 90214J101 | COM | 20,000 | $424,000 | thousands by filing date | |
| BILL HOLDINGS INC | 090043100 | COM | 10,000 | $342,000 | thousands by filing date | |
| ITRON INC COM | 465741106 | Stock | 5,565 | $311,000 | thousands by filing date | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 5,770 | $232,000 | thousands by filing date | |
| ASPEN AEROGELS INC | 04523Y105 | COMMON STOCK | 35,000 | $215,000 | thousands by filing date | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 10,000 | $124,000 | thousands by filing date | |
| QUICKLOGIC CORP | 74837P405 | COMMON STOCK | 42,857 | $122,000 | thousands by filing date | |
| SUNPOWER CORP | 867652406 | COM | 19,931 | $101,000 | thousands by filing date | |
| LESAKA TECHNOLOGIES INC | 64107N206 | CMN | 30,000 | $87,000 | thousands by filing date | |
| COVANTA HLDG CORP | 22282E102 | COM | 10,000 | $86,000 | thousands by filing date | |
| ORION ENERGY SYSTEMS INC | 686275108 | COM | 14,000 | $52,000 | thousands by filing date | |
| VIVINT SOLAR INC. | 92854Q106 | Common Stock | 12,000 | $52,000 | thousands by filing date | |
| Curaleaf Holdings Inc. | 23126M102 | COM | 10,000 | $39,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-20-010336 | this filing | 2020-05-15 | acceptance time not in the bulk data set |