13F-HR filed by Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 56 holding rows worth $83,295,810.
- Accession
- 0001398344-23-014890
- Filer
- CIK 1476179
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 56 entries on the cover page, a total value of $83,295,810 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,295,810 with VALUE read as dollars as filed, 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 | 190,000 | $12,152,400 | dollars as filed | |
| WOLFSPEED INC | 977852102 | COM | 190,000 | $10,562,100 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 80,000 | $5,229,600 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 310,000 | $4,445,400 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 15,000 | $3,832,650 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 14,000 | $3,766,700 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 30,000 | $3,505,500 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 20,000 | $3,424,400 | dollars as filed | |
| DOMO INC | 257554105 | COM CL B | 230,000 | $3,371,800 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 60,000 | $3,065,400 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 20,000 | $2,926,000 | dollars as filed | |
| PAGERDUTY INC COM | 69553P100 | Stock | 120,000 | $2,697,600 | dollars as filed | |
| CHEGG INC | 163092109 | COM | 260,000 | $2,308,800 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 10,000 | $2,258,900 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,000 | $2,202,450 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 5,000 | $2,054,950 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 30,000 | $1,908,600 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,000 | $1,308,850 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 5,000 | $982,250 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 5,000 | $950,450 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 10,000 | $945,800 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 5,000 | $916,650 | dollars as filed | |
| FASTLY INC | 31188V100 | CL A | 50,000 | $788,500 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 10,000 | $693,500 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 10,000 | $667,300 | dollars as filed | |
| NANO DIMENSION LTD | 63008G203 | SPONSORD ADS NEW | 200,000 | $578,000 | dollars as filed | |
| CORNING INC | 219350105 | COM | 16,460 | $576,758 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 30,000 | $541,200 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 60,000 | $527,400 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 3,000 | $502,440 | dollars as filed | |
| ITRON INC COM | 465741106 | Stock | 5,565 | $401,237 | dollars as filed | |
| SUNPOWER CORP | 867652406 | COM | 29,931 | $293,324 | dollars as filed | |
| ASPEN AEROGELS INC | 04523Y105 | COMMON STOCK | 35,000 | $276,150 | dollars as filed | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 7,000 | $274,750 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 15,000 | $274,650 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 5,000 | $249,950 | dollars as filed | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 11,373 | $246,680 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 60,000 | $240,000 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 11,600 | $207,176 | dollars as filed | |
| TEMPO AUTOMATION HOLDINGS INC | 88024M108 | COM | 520,000 | $195,000 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 1,598 | $151,283 | dollars as filed | |
| COURSERA INC COM | 22266M104 | Stock | 10,000 | $130,200 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 580 | $120,350 | dollars as filed | |
| LESAKA TECHNOLOGIES INC | 64107N206 | CMN | 30,000 | $114,300 | dollars as filed | |
| ASTRA SPACE INC | 04634X103 | COM CL A | 200,000 | $73,720 | dollars as filed | |
| MAXEON SOLAR TECHNOLOGIES LT | Y58473102 | SHS | 2,491 | $70,147 | dollars as filed | |
| AMTECH SYSTEMS INC | 032332504 | COMMON STOCK | 6,600 | $63,096 | dollars as filed | |
| CYTODYN INC | 23283M101 | Common Stock | 222,730 | $60,137 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 1,000 | $49,710 | dollars as filed | |
| Curaleaf Holdings Inc. | 23126M102 | COM | 10,000 | $30,920 | dollars as filed | |
| ORION ENERGY SYSTEMS INC | 686275108 | COM | 14,000 | $22,820 | dollars as filed | |
| INTEVAC INC | 461148108 | COM | 5,800 | $21,750 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC | 472147107 | COM | 120 | $14,876 | dollars as filed | |
| ARQ INC | 00770C101 | COM | 6,800 | $12,648 | dollars as filed | |
| ACCELLERON INDUSTRIES AG | 00449R109 | Common Stock | 350 | $8,365 | dollars as filed | |
| SWVL HOLDINGS CORP | G86302117 | *W EXP 99/99/999 | 13,333 | $223 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-23-014890 | this filing | 2023-08-14 | acceptance time not in the bulk data set |