Firsthand-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "HOOD",
  "ITRI",
  "ASPN",
  "ZS",
  null,
  "ACLS",
  "PHG",
  "ROKU",
  "FSLY",
  null,
  "HON",
  "EVGO",
  "SEDG",
  "PWR",
  "ENPH",
  "ANET",
  "PANW",
  "PYPL",
  "WOLF",
  "PLTR",
  "MDB",
  "UBER",
  "TOST",
  "PD",
  "CHPT",
  "FSLR",
  null,
  "WDAY",
  "POWI",
  "OESX",
  "MNDY",
  "ON",
  "OKTA",
  "NOVA",
  "RUN",
  "STM",
  "BE",
  "CARR",
  "CHGG",
  "COIN",
  "COUR",
  "GLW",
  "DOCU",
  "DOMO",
  "TSLA",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 47
Total Value: 41262802
Accession Number: 0001398344-25-009618
Form Type: 13F-HR
CIK: firsthand-capital-management
Manager Name: Firsthand-Capital-Management

Data Enrichment

94% identified

44 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $41.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:65.0K

Value:$5.5M

% of Portfolio:13.3% ($5.5M/$41.3M)

ROKU, INC

ROKU|77543R102

Shares:75.0K

Value:$5.3M

% of Portfolio:12.8% ($5.3M/$41.3M)

NETFLIX INC

NFLX|64110L106

Shares:5.0K

Value:$4.7M

% of Portfolio:11.3% ($4.7M/$41.3M)

DOCUSIGN, INC.

DOCU|256163106

Shares:30.0K

Value:$2.4M

% of Portfolio:5.9% ($2.4M/$41.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:25.0K

Value:$1.8M

% of Portfolio:4.4% ($1.8M/$41.3M)

DOMO, INC.

DOMO|257554105

Shares:230.0K

Value:$1.8M

% of Portfolio:4.3% ($1.8M/$41.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:10.0K

Value:$1.7M

% of Portfolio:4.1% ($1.7M/$41.3M)

PagerDuty, Inc.

PD|69553P100

Shares:90.0K

Value:$1.6M

% of Portfolio:4.0% ($1.6M/$41.3M)

Workday, Inc.

WDAY|98138H101

Shares:7.0K

Value:$1.6M

% of Portfolio:4.0% ($1.6M/$41.3M)

Arista Networks, Inc.

ANET|040413205

Shares:18.0K

Value:$1.4M

% of Portfolio:3.4% ($1.4M/$41.3M)

Toast, Inc.

TOST|888787108

Shares:40.0K

Value:$1.3M

% of Portfolio:3.2% ($1.3M/$41.3M)

monday.com Ltd.

MNDY|M7S64H106

Shares:5.0K

Value:$1.2M

% of Portfolio:2.9% ($1.2M/$41.3M)

Okta, Inc.

OKTA|679295105

Shares:10.0K

Value:$1.1M

% of Portfolio:2.5% ($1.1M/$41.3M)

Zscaler, Inc.

ZS|98980G102

Shares:5.0K

Value:$992.1K

% of Portfolio:2.4% ($992.1K/$41.3M)

MongoDB, Inc.

MDB|60937P106

Shares:5.0K

Value:$877.0K

% of Portfolio:2.1% ($877.0K/$41.3M)

ASPEN AEROGELS INC

ASPN|04523Y105

Shares:125.0K

Value:$798.8K

% of Portfolio:1.9% ($798.8K/$41.3M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:10.0K

Value:$652.5K

% of Portfolio:1.6% ($652.5K/$41.3M)

WOLFSPEED, INC.

WOLF|977852102

Shares:180.0K

Value:$550.8K

% of Portfolio:1.3% ($550.8K/$41.3M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:2.1K

Value:$533.8K

% of Portfolio:1.3% ($533.8K/$41.3M)

Tesla, Inc.

TSLA|88160R101

Shares:2.0K

Value:$518.3K

% of Portfolio:1.3% ($518.3K/$41.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	65.0K	QoQ -13.33% (-10.0K) YoY -35.00% (-35.0K)	All Managers (Combined)	$5.5M	13.3% ($5.5M/$41.3M)	QoQ -3.28% (-$186.3K) YoY +138.41% (-$3.2M)
ROKU, INC(ROKUcusip77543R102)	75.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.3M	12.8% ($5.3M/$41.3M)	QoQ -5.24% (-$292.5K) YoY +8.08% (+$395.3K)
NETFLIX INC(NFLXcusip64110L106)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.7M	11.3% ($4.7M/$41.3M)	QoQ +4.62% (+$206.1K) YoY +53.54% (+$1.6M)
DOCUSIGN, INC.(DOCUcusip256163106)	30.0K	QoQ 0.00% (-0) YoY -50.00% (-30.0K)	All Managers (Combined)	$2.4M	5.9% ($2.4M/$41.3M)	QoQ -9.49% (-$256.2K) YoY -31.65% (-$1.1M)
Uber Technologies, Inc(UBERcusip90353T100)	25.0K	QoQ 0.00% (+0) YoY NEW(+25.0K)	All Managers (Combined)	$1.8M	4.4% ($1.8M/$41.3M)	QoQ +20.78% (+$313.5K) YoY NEW(+$1.8M)
DOMO, INC.(DOMOcusip257554105)	230.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.8M	4.3% ($1.8M/$41.3M)	QoQ +9.60% (+$156.4K) YoY -13.00% (-$266.8K)
Palo Alto Networks Inc(PANWcusip697435105)	10.0K	QoQ 0.00% (-0) YoY +100.00% (+5.0K)	All Managers (Combined)	$1.7M	4.1% ($1.7M/$41.3M)	QoQ -6.22% (-$113.2K) YoY +20.11% (+$285.8K)
PagerDuty, Inc.(PDcusip69553P100)	90.0K	QoQ 0.00% (+0) YoY -25.00% (-30.0K)	All Managers (Combined)	$1.6M	4.0% ($1.6M/$41.3M)	QoQ +0.05% (+$900) YoY -39.58% (-$1.1M)
Workday, Inc.(WDAYcusip98138H101)	7.0K	QoQ 0.00% (-0) YoY -12.50% (-1.0K)	All Managers (Combined)	$1.6M	4.0% ($1.6M/$41.3M)	QoQ -9.49% (-$171.5K) YoY -25.08% (-$547.3K)
Arista Networks, Inc.(ANETcusip040413205)	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$1.4M	3.4% ($1.4M/$41.3M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Toast, Inc.(TOSTcusip888787108)	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$1.3M	3.2% ($1.3M/$41.3M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
monday.com Ltd.(MNDYcusipM7S64H106)	5.0K	QoQ 0.00% (+0) YoY -50.00% (-5.0K)	All Managers (Combined)	$1.2M	2.9% ($1.2M/$41.3M)	QoQ +3.27% (+$38.6K) YoY -46.17% (-$1.0M)
Okta, Inc.(OKTAcusip679295105)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	2.5% ($1.1M/$41.3M)	QoQ +33.52% (+$264.2K) YoY +0.57% (+$6.0K)
Zscaler, Inc.(ZScusip98980G102)	5.0K	QoQ -50.00% (-5.0K) YoY -75.00% (-15.0K)	All Managers (Combined)	$992.1K	2.4% ($992.1K/$41.3M)	QoQ -45.00% (-$812.0K) YoY -74.24% (-$2.9M)
MongoDB, Inc.(MDBcusip60937P106)	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$877.0K	2.1% ($877.0K/$41.3M)	QoQ -24.65% (-$287.1K) YoY -51.09% (-$916.2K)
ASPEN AEROGELS INC(ASPNcusip04523Y105)	125.0K	QoQ +19.04% (-20.0K) YoY +257.14% (+90.0K)	All Managers (Combined)	$798.8K	1.9% ($798.8K/$41.3M)	QoQ -35.96% (-$448.6K) YoY +29.66% (+$182.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$652.5K	1.6% ($652.5K/$41.3M)	QoQ -23.55% (-$201.0K) YoY -2.59% (-$17.4K)
WOLFSPEED, INC.(WOLFcusip977852102)	180.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$550.8K	1.3% ($550.8K/$41.3M)	QoQ -54.05% (-$648.0K) YoY -89.62% (-$4.8M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	2.1K	QoQ -32.25% (-1.0K) YoY -58.00% (-2.9K)	All Managers (Combined)	$533.8K	1.3% ($533.8K/$41.3M)	QoQ -45.51% (-$446.0K) YoY -58.90% (-$765.2K)
Tesla, Inc.(TSLAcusip88160R101)	2.0K	QoQ -33.33% (-1.0K) YoY -50.00% (-2.0K)	All Managers (Combined)	$518.3K	1.3% ($518.3K/$41.3M)	QoQ -57.21% (-$693.2K) YoY -26.28% (-$184.8K)