0001398344-19-014337.txt : 20190814 0001398344-19-014337.hdr.sgml : 20190814 20190814133046 ACCESSION NUMBER: 0001398344-19-014337 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Firsthand Capital Management, Inc. CENTRAL INDEX KEY: 0001476179 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: 191025039 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 13F-HR LIVE false false false 0001476179 XXXXXXXX 06-30-2019 06-30-2019 false Firsthand Capital Management, Inc.

150 ALMADEN BLVD. SUITE 1250 SAN JOSE CA 95113

13F HOLDINGS REPORT 028-13609 N Kevin M. Landis 408-886-7096 /s/ Kevin M. Landis San Jose CA 08-14-2019 0 49 259570 INFORMATION TABLE 2 fp0044090_13fhr-table.xml 13F INFORMATION TABLE Roku, Inc. Common Stock 77543R102 23551 260000 SH SOLE 260000 0 0 Twilio, Inc. Common Stock 90138F102 19089 140000 SH SOLE 140000 0 0 Arista Networks, Inc. Common Stock 040413106 18173 70000 SH SOLE 70000 0 0 Microsoft Corp. Common Stock 594918104 13396 100000 SH SOLE 100000 0 0 Netflix, Inc. Common Stock 64110L106 12856 35000 SH SOLE 35000 0 0 Cree, Inc. Common Stock 225447101 12247 218000 SH SOLE 218000 0 0 Nutanix, Inc. Common Stock 67059N108 11673 450000 SH SOLE 450000 0 0 Chegg, Inc. Common Stock 163092109 11191 290000 SH SOLE 290000 0 0 Tencent Holdings Limited Foreign G87572163 11059 245000 SH SOLE 245000 0 0 Match Group, Inc. Common Stock 57665R106 10091 150000 SH SOLE 150000 0 0 Facebook, Inc. Common Stock 30303M102 9650 50000 SH SOLE 50000 0 0 NVIDIA Corp. Common Stock 67066G104 8212 50000 SH SOLE 50000 0 0 II-VI Incorporated Common Stock 902104108 8043 220000 SH SOLE 220000 0 0 Zscaler, Inc. Common Stock 98980G102 7664 100000 SH SOLE 100000 0 0 Amazon.com, Inc. Common Stock 023135106 7575 4000 SH SOLE 4000 0 0 Workday, Inc. Common Stock 98138H101 6167 30000 SH SOLE 30000 0 0 Adobe Systems, Inc. Common Stock 00724F101 5893 20000 SH SOLE 20000 0 0 Taiwan Semiconductor Manufacturing Co. - ADR ADR 874039100 5876 150000 SH SOLE 150000 0 0 Guidewire Software, Inc. Common Stock 40171V100 5576 55000 SH SOLE 55000 0 0 Splunk, Inc. Common Stock 848637104 5030 40000 SH SOLE 40000 0 0 Proofpoint, Inc. Common Stock 743424103 4810 40000 SH SOLE 40000 0 0 PayPal Holdings, Inc. Common Stock 70450Y103 4578 40000 SH SOLE 40000 0 0 Box, Inc. Common Stock 10316T104 4403 250000 SH SOLE 250000 0 0 Alphabet, Inc. Common Stock 02079K107 4341 4016 SH SOLE 4016 0 0 Phunware, Inc. Common Stock 71948P100 4339 1395113 SH SOLE 1395113 0 0 Palo Alto Networks, Inc. Common Stock 697435105 4075 20000 SH SOLE 20000 0 0 2U, Inc. Common Stock 90214J101 3764 100000 SH SOLE 100000 0 0 ViaSat, Inc. Common Stock 92552V100 3233 40000 SH SOLE 40000 0 0 SolarEdge Technologies, Inc. Common Stock 83417M104 2936 47000 SH SOLE 47000 0 0 Alibaba Group Holding Limited Common Stock 01609W102 2542 15000 SH SOLE 15000 0 0 Square, Inc. Common Stock 852234103 2176 30000 SH SOLE 30000 0 0 Pure Storage, Inc. Common Stock 74624M102 1527 100000 SH SOLE 100000 0 0 Power Integrations, Inc. Common Stock 739276103 465 5799 SH SOLE 5799 0 0 Fitbit, Inc. Common Stock 33812L102 440 100000 SH SOLE 100000 0 0 Itron, Inc. Common Stock 465741106 348 5565 SH SOLE 5565 0 0 Quicklogic Common Stock 74837P108 348 600000 SH SOLE 600000 0 0 First Solar, Inc. Common Stock 336433107 328 5000 SH SOLE 5000 0 0 Honeywell International, Inc. Common Stock 438516106 276 1580 SH SOLE 1580 0 0 Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 251 5770 SH SOLE 5770 0 0 Aspen Aerogels, Inc. Common Stock 04523Y105 250 35000 SH SOLE 35000 0 0 Corning, Inc. Common Stock 219350105 215 6460 SH SOLE 6460 0 0 SunPower Corp. - Class B Common Stock 867652406 213 19931 SH SOLE 19931 0 0 ON Semiconductor Corp. Common Stock 682189105 202 10000 SH SOLE 10000 0 0 Covanta Holding Corp. Common Stock 22282e102 179 10000 SH SOLE 10000 0 0 Net 1 UEPS Technologies, Inc. Common Stock 64107N206 120 30000 SH SOLE 30000 0 0 Vivint Solar, Inc. Common Stock 92854Q106 88 12000 SH SOLE 12000 0 0 Curaleaf Holdings, Inc. Common Stock 23126M102 72 10000 SH SOLE 10000 0 0 Orion Energy Systems, Inc. Common Stock 686275108 42 14000 SH SOLE 14000 0 0 Sunedision, Inc. Common Stock 86732Y109 0 21130 SH SOLE 21130 0 0