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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Robinhood Markets, Inc.

HOOD|770700102

Shares:11.0K

Value:$457.8K

% of Portfolio:1.1% ($457.8K/$41.3M)

ITRON, INC.

ITRI|465741106

Shares:3.6K

Value:$373.5K

% of Portfolio:0.9% ($373.5K/$41.3M)

000357204

Shares:7.0K

Value:$365.0K

% of Portfolio:0.9% ($365.0K/$41.3M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:8.0K

Value:$325.5K

% of Portfolio:0.8% ($325.5K/$41.3M)

Fastly, Inc.

FSLY|31188V100

Shares:50.0K

Value:$316.5K

% of Portfolio:0.8% ($316.5K/$41.3M)

CORNING INC /NY

GLW|219350105

Shares:6.5K

Value:$295.7K

% of Portfolio:0.7% ($295.7K/$41.3M)

Bloom Energy Corp

BE|093712107

Shares:15.0K

Value:$294.9K

% of Portfolio:0.7% ($294.9K/$41.3M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:2.0K

Value:$252.9K

% of Portfolio:0.6% ($252.9K/$41.3M)

Enovix Corp

ENVX|293594107

Shares:30.0K

Value:$220.2K

% of Portfolio:0.5% ($220.2K/$41.3M)

02156V109

Shares:10.0K

Value:$216.3K

% of Portfolio:0.5% ($216.3K/$41.3M)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

Shares:13.0K

Value:$210.3K

% of Portfolio:0.5% ($210.3K/$41.3M)

AXCELIS TECHNOLOGIES INC

ACLS|054540208

Shares:4.0K

Value:$198.7K

% of Portfolio:0.5% ($198.7K/$41.3M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:3.0K

Value:$186.2K

% of Portfolio:0.5% ($186.2K/$41.3M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:1.0K

Value:$172.2K

% of Portfolio:0.4% ($172.2K/$41.3M)

CHEGG, INC

CHGG|163092109

Shares:260.0K

Value:$166.2K

% of Portfolio:0.4% ($166.2K/$41.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:580

Value:$122.8K

% of Portfolio:0.3% ($122.8K/$41.3M)

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:4.8K

Value:$120.9K

% of Portfolio:0.3% ($120.9K/$41.3M)

STMicroelectronics N.V.

STM|861012102

Shares:5.0K

Value:$109.8K

% of Portfolio:0.3% ($109.8K/$41.3M)

Sunrun Inc.

RUN|86771W105

Shares:11.6K

Value:$107.3K

% of Portfolio:0.3% ($107.3K/$41.3M)

EVgo Inc.

EVGO|30052F100

Shares:20.0K

Value:$81.0K

% of Portfolio:0.2% ($81.0K/$41.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Robinhood Markets, Inc.(HOODcusip770700102)	11.0K	QoQ +1000.00% (+10.0K) YoY NEW(+11.0K)	All Managers (Combined)	$457.8K	1.1% ($457.8K/$41.3M)	QoQ +1128.71% (+$420.6K) YoY NEW(+$457.8K)
ITRON, INC.(ITRIcusip465741106)	3.6K	QoQ 0.00% (-0) YoY -21.90% (-1.0K)	All Managers (Combined)	$373.5K	0.9% ($373.5K/$41.3M)	QoQ -3.51% (-$13.6K) YoY -11.57% (-$48.9K)
(cusip000357204)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$365.0K	0.9% ($365.0K/$41.3M)	QoQ -2.92% (-$11.0K) YoY +12.46% (+$40.5K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	8.0K	QoQ -20.00% (-2.0K) YoY -20.00% (-2.0K)	All Managers (Combined)	$325.5K	0.8% ($325.5K/$41.3M)	QoQ -48.37% (-$305.0K) YoY -55.74% (-$410.0K)
Fastly, Inc.(FSLYcusip31188V100)	50.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$316.5K	0.8% ($316.5K/$41.3M)	QoQ -32.94% (-$155.5K) YoY -51.19% (-$332.0K)
CORNING INC /NY(GLWcusip219350105)	6.5K	QoQ 0.00% (-0) YoY -43.63% (-5.0K)	All Managers (Combined)	$295.7K	0.7% ($295.7K/$41.3M)	QoQ -3.66% (-$11.2K) YoY -21.70% (-$82.0K)
Bloom Energy Corp(BEcusip093712107)	15.0K	QoQ +50.00% (+5.0K) YoY NEW(+15.0K)	All Managers (Combined)	$294.9K	0.7% ($294.9K/$41.3M)	QoQ +32.77% (+$72.8K) YoY NEW(+$294.9K)
FIRST SOLAR, INC.(FSLRcusip336433107)	2.0K	QoQ -50.00% (-2.0K) YoY -60.00% (-3.0K)	All Managers (Combined)	$252.9K	0.6% ($252.9K/$41.3M)	QoQ -64.13% (-$452.1K) YoY -70.04% (-$591.1K)
Enovix Corp(ENVXcusip293594107)	30.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.2K	0.5% ($220.2K/$41.3M)	QoQ -32.47% (-$105.9K) YoY -8.36% (-$20.1K)
(cusip02156V109)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$216.3K	0.5% ($216.3K/$41.3M)	QoQ +1.88% (+$4.0K) YoY NEW(+$216.3K)
SOLAREDGE TECHNOLOGIES, INC.(SEDGcusip83417M104)	13.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$210.3K	0.5% ($210.3K/$41.3M)	QoQ +18.97% (+$33.5K) YoY -77.20% (-$712.4K)
AXCELIS TECHNOLOGIES INC(ACLScusip054540208)	4.0K	QoQ 0.00% (-0) YoY -20.00% (-1.0K)	All Managers (Combined)	$198.7K	0.5% ($198.7K/$41.3M)	QoQ -28.91% (-$80.8K) YoY -64.36% (-$358.9K)
Enphase Energy, Inc.(ENPHcusip29355A107)	3.0K	QoQ -83.33% (-15.0K) YoY -86.95% (-20.0K)	All Managers (Combined)	$186.2K	0.5% ($186.2K/$41.3M)	QoQ -84.94% (-$1.1M) YoY -93.31% (-$2.6M)
Coinbase Global, Inc.(COINcusip19260Q107)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$172.2K	0.4% ($172.2K/$41.3M)	QoQ -30.63% (-$76.1K) YoY NEW(+$172.2K)
CHEGG, INC(CHGGcusip163092109)	260.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$166.2K	0.4% ($166.2K/$41.3M)	QoQ -60.29% (-$252.4K) YoY -91.55% (-$1.8M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	580	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$122.8K	0.3% ($122.8K/$41.3M)	QoQ -6.25% (-$8.2K) YoY +3.16% (+$3.8K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	4.8K	QoQ -29.58% (-2.0K) YoY -58.13% (-6.6K)	All Managers (Combined)	$120.9K	0.3% ($120.9K/$41.3M)	QoQ -29.35% (-$50.3K) YoY -46.83% (-$106.5K)
STMicroelectronics N.V.(STMcusip861012102)	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$109.8K	0.3% ($109.8K/$41.3M)	QoQ -12.05% (-$15.1K) YoY -49.21% (-$106.4K)
Sunrun Inc.(RUNcusip86771W105)	11.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$107.3K	0.3% ($107.3K/$41.3M)	QoQ 0.00% (+$0) YoY -29.81% (-$45.6K)
EVgo Inc.(EVGOcusip30052F100)	20.0K	QoQ 0.00% (+0) YoY -66.66% (-40.0K)	All Managers (Combined)	$81.0K	0.2% ($81.0K/$41.3M)	QoQ 0.00% (+$0) YoY -46.21% (-$69.6K)