President

0001437749-24-004126.txt : 20240214 0001437749-24-004126.hdr.sgml : 20240214 20240214151121 ACCESSION NUMBER: 0001437749-24-004126 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Firsthand Capital Management, Inc. CENTRAL INDEX KEY: 0001476179 ORGANIZATION NAME: IRS NUMBER: 270416642 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13609 FILM NUMBER: 24636635 BUSINESS ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 BUSINESS PHONE: 408-624-9530 MAIL ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 FORMER COMPANY: FORMER CONFORMED NAME: SiVest Group, Inc. DATE OF NAME CHANGE: 20091104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001476179 XXXXXXXX 28-13609 12-31-2023 12-31-2023 Firsthand Capital Management, Inc.

150 ALMADEN BLVD. SUITE 1250 SAN JOSE CA 95113

13F HOLDINGS REPORT 028-13609 000150647 801-70365 N Kevin M. Landis President 408-886-7096 /s/ Kevin M. Landis San Jose CA 02-14-2024 0 53 72118866 false INFORMATION TABLE 2 F13InfoTable_65357.xml ABB LTD. Common Stock 000375204 228750 7000 SH SOLE 7000 0 0 Accelleron Industries AG Common Stock 00449R109 88 350 SH SOLE 350 0 0 Advanced Emissions Solutions, Inc Common Stock 00770C101 10911 6800 SH SOLE 6800 0 0 Amtech Systems, Inc. Common Stock 032332504 57450 6600 SH SOLE 6600 0 0 Aspen Aerogels, Inc. Common Stock 04523Y105 310100 35000 SH SOLE 35000 0 0 Axcelis Technologies Inc. ADR 054540208 648450 5000 SH SOLE 5000 0 0 Bill.com Holdings, Inc. Common Stock 090043100 2447700 30000 SH SOLE 30000 0 0 Carrier Global Corp. Common Stock 14448C104 40600 1000 SH SOLE 1000 0 0 ChargePoint Holdings, Inc. Common Stock 15961R105 3039220 60000 SH SOLE 60000 0 0 Chegg, Inc. Common Stock 163092109 2953600 260000 SH SOLE 260000 0 0 Cloudflare, Inc. Common Stock 18915M107 3330400 80000 SH SOLE 80000 0 0 Corning, Inc. Common Stock 219350105 375600 16460 SH SOLE 16460 0 0 Coursera, Inc. Common Stock 22266M104 121631 10000 SH SOLE 10000 0 0 Curaleaf Holdings, Inc. Common Stock 23126M102 12132 10000 SH SOLE 10000 0 0 DocuSign, Inc. Common Stock 256163106 3567000 60000 SH SOLE 60000 0 0 Domo, Inc. Common Stock 257554105 2366700 230000 SH SOLE 230000 0 0 Enovix Corporation Common Stock 293594107 140400 30000 SH SOLE 30000 0 0 Enphase Energy, Inc. Common Stock 29355A107 420213 3000 SH SOLE 3000 0 0 EVgo, Inc. Common Stock 30052F100 227708 60000 SH SOLE 60000 0 0 Fastly, Inc. Common Stock 31188V100 890000 50000 SH SOLE 50000 0 0 First Solar, Inc. Common Stock 336433107 861400 5000 SH SOLE 5000 0 0 Honeywell International, Inc. Common Stock 438516106 17860 580 SH SOLE 580 0 0 Intevac, Inc. Common Stock 461148108 14760 5800 SH SOLE 5800 0 0 Itron, Inc. Common Stock 465741106 144566 5565 SH SOLE 5565 0 0 Jazz Pharmaceuticals plc Common Stock 00B4Q5ZN4 20264 120 SH SOLE 120 0 0 Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 214800 11373 SH SOLE 11373 0 0 Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 5884099 310000 SH SOLE 310000 0 0 Maxeon Solar Technologies LTD Common Stock 00BMH1V17 27720 2491 SH SOLE 2491 0 0 monday.com Ltd. Common Stock 00BMHRYX8 2817150 20000 SH SOLE 20000 0 0 MongoDB,Inc. Common Stock 60937P106 2044250 5000 SH SOLE 5000 0 0 Nano Dimension Ltd. Common Stock 63008G203 501207 200000 SH SOLE 200000 0 0 Netflix, Inc. Common Stock 64110L106 2434400 5000 SH SOLE 5000 0 0 Okta, Inc. Common Stock 679295105 905300 10000 SH SOLE 10000 0 0 ON Semiconductor Corp. Common Stock 682189105 835300 10000 SH SOLE 10000 0 0 Orion Energy Systems, Inc. Common Stock 686275108 25056 14000 SH SOLE 14000 0 0 PagerDuty, Inc. Common Stock 69553P100 2778000 120000 SH SOLE 120000 0 0 Palo Alto Networks, Inc. Common Stock 697435105 1474400 15000 SH SOLE 15000 0 0 PayPal Holdings, Inc. Common Stock 70450Y103 614100 10000 SH SOLE 10000 0 0 Power Integrations, Inc. Common Stock 739276103 193700 1598 SH SOLE 1598 0 0 Quanta Services, Inc. Common Stock 74762E102 1079000 5000 SH SOLE 5000 0 0 Roku, Inc. Common Stock 77543R102 7332800 190000 SH SOLE 190000 0 0 SolarEdge Technologies, Inc. Common Stock 83417M104 1216800 14000 SH SOLE 14000 0 0 STMicroelectronics N.V. - ADR Common Stock 861012102 265332 5000 SH SOLE 5000 0 0 Sunnova Energy International Inc. ADR 86745K104 250650 15000 SH SOLE 15000 0 0 SunPower Corp. - Class B Common Stock 867652406 552300 29931 SH SOLE 29931 0 0 Sunrun, Inc. Common Stock 86771W105 168 11600 SH SOLE 11600 0 0 Swvl Holdings Corp Warrant Common Stock 00BPGMCT7 0 13333 SH SOLE 13333 0 0 Tempo Automation, Inc. Common Stock 88024M108 131211 520000 SH SOLE 520000 0 0 Tesla Motors, Inc. Common Stock 88160R101 993920 5000 SH SOLE 5000 0 0 Twilio, Inc. Common Stock 90138F102 2276100 30000 SH SOLE 30000 0 0 Wolfspeed, Inc. Common Stock 977852102 7831800 190000 SH SOLE 190000 0 0 Workday, Inc. Common Stock 98138H101 2760600 10000 SH SOLE 10000 0 0 Zscaler, Inc. Common Stock 98980G102 4431200 20000 SH SOLE 20000 0 0