Investor Details
| Filer Name: | FIRSTHAND CAPITAL MANAGEMENT, INC. |
|---|---|
| CIK: | 1476179 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 48 |
| Portfolio Value: | $0.05B |
Firsthand Capital Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| PLTR | US | PALANTIR TECHNOLOGIES INC-A | 75,000 | $6M | 11.80% | -11.8% | - |
| ROKU | US | ROKU INC | 75,000 | $6M | 11.60% | - | - |
| NFLX | US | NETFLIX INC | 5,000 | $4M | 9.27% | - | - |
| DOCU | US | DOCUSIGN INC | 30,000 | $3M | 5.61% | - | - |
| KTOS | US | KRATOS DEFENSE & SECURITY | 90,000 | $2M | 4.94% | -55.0% | - |
| PANW | US | PALO ALTO NETWORKS INC | 10,000 | $2M | 3.79% | 100.0% | - |
| WDAY | US | WORKDAY INC-CLASS A | 7,000 | $2M | 3.76% | - | - |
| ZS | US | ZSCALER INC | 10,000 | $2M | 3.75% | -50.0% | - |
| PD | US | PAGERDUTY INC | 90,000 | $2M | 3.42% | - | - |
| DOMO | US | DOMO INC - CLASS B | 230,000 | $2M | 3.39% | - | - |
| UBER | US | UBER TECHNOLOGIES INC | 25,000 | $2M | 3.14% | 100.0% | - |
| ASPN | US | ASPEN AEROGELS INC | 105,000 | $1M | 2.60% | - | - |
| ENPH | US | ENPHASE ENERGY INC | 18,000 | $1M | 2.57% | - | - |
| TSLA | US | TESLA INC | 3,000 | $1M | 2.52% | -25.0% | - |
| WOLF | US | WOLFSPEED INC | 180,000 | $1M | 2.49% | - | - |
| MNDY | US | MONDAY.COM LTD | 5,000 | $1M | 2.45% | 100.0% | - |
| MDB | US | MONGODB INC | 5,000 | $1M | 2.42% | -50.0% | - |
| PWR | US | QUANTA SERVICES INC | 3,100 | $1M | 2.04% | -22.5% | - |
| ANET | US | ARISTA NETWORKS INC | 8,000 | $1M | 1.84% | 100.0% | - |
| PYPL | US | PAYPAL HOLDINGS INC | 10,000 | $1M | 1.78% | - | - |