0001398344-24-014771.txt : 20240815
0001398344-24-014771.hdr.sgml : 20240815
20240815151311
ACCESSION NUMBER: 0001398344-24-014771
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240815
DATE AS OF CHANGE: 20240815
EFFECTIVENESS DATE: 20240815
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: 241211943
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
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0001476179
XXXXXXXX
06-30-2024
06-30-2024
false
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
08-15-2024
0
48
51435467
INFORMATION TABLE
2
fp0089762-1_13fhr-table.xml
ROKU INC
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739276103
4494750
75000
SH
SOLE
4494750
0
0
KRATOS DEFENSE & SECURITY SOLUTIONS INC
Common Stock
682189105
4102050
205000
SH
SOLE
4102050
0
0
WOLFSPEED INC
Common Stock
977852102
4096800
180000
SH
SOLE
4096800
0
0
ZSCALER INC
Common Stock
00449R109
3843800
20000
SH
SOLE
3843800
0
0
NETFLIX INC
Common Stock
04523Y105
3374400
5000
SH
SOLE
3374400
0
0
ASPEN AEROGELS INC
Common Stock
256163106
2504250
105000
SH
SOLE
2504250
0
0
ENPHASE ENERGY INC
Common Stock
163092109
2293330
23000
SH
SOLE
2293330
0
0
PALANTIR TECHNOLOGIES INC
Common Stock
86771W105
2153050
85000
SH
SOLE
2153050
0
0
DOCUSIGN INC
Common Stock
090043100
2140000
40000
SH
SOLE
2140000
0
0
PAGERDUTY INC
Common Stock
500472303
2063700
90000
SH
SOLE
2063700
0
0
DOMO INC
Common Stock
257554105
1775600
230000
SH
SOLE
1775600
0
0
PALO ALTO NETWORKS INC
Common Stock
293594107
1695050
5000
SH
SOLE
1695050
0
0
CLOUDFLARE INC
Common Stock
31188V100
1656600
20000
SH
SOLE
1656600
0
0
WORKDAY INC
Common Stock
461148108
1564920
7000
SH
SOLE
1564920
0
0
MONGODB INC
Common Stock
88160R101
1249800
5000
SH
SOLE
1249800
0
0
MONDAY.COM LTD
Common Stock
70450Y103
1203800
5000
SH
SOLE
1203800
0
0
QUANTA SERVICES INC
Common Stock
22266M104
1016360
4000
SH
SOLE
1016360
0
0
OKTA INC
Common Stock
219350105
936100
10000
SH
SOLE
936100
0
0
FIRST SOLAR INC
Common Stock
60937P106
901840
4000
SH
SOLE
901840
0
0
CHEGG INC
Common Stock
29355A107
821600
260000
SH
SOLE
821600
0
0
TESLA INC
Common Stock
88160R101
791520
4000
SH
SOLE
791520
0
0
BILL HOLDINGS INC
Common Stock
64110L106
789300
15000
SH
SOLE
789300
0
0
AXCELIS TECHNOLOGIES INC
Common Stock
50077B207
710950
5000
SH
SOLE
710950
0
0
ON SEMICONDUCTOR CORP
Common Stock
000375204
685500
10000
SH
SOLE
685500
0
0
PAYPAL HOLDINGS INC
Common Stock
438516106
580300
10000
SH
SOLE
580300
0
0
ENOVIX CORP
Common Stock
18915M107
463800
30000
SH
SOLE
463800
0
0
ITRON INC
Common Stock
83417M104
451752
4565
SH
SOLE
451752
0
0
CORNING INC
Common Stock
74762E102
445221
11460
SH
SOLE
445221
0
0
ABB LTD
Common Stock
977852102
389970
7000
SH
SOLE
389970
0
0
FASTLY INC
Common Stock
697435105
368500
50000
SH
SOLE
368500
0
0
SOLAREDGE TECHNOLOGIES INC
ADR
86745K104
328380
13000
SH
SOLE
328380
0
0
KONINKLIJKE PHILIPS NV
Common Stock
861012102
296377
11761
SH
SOLE
296377
0
0
STMICROELECTRONICS NV
Common Stock
14448C104
196400
5000
SH
SOLE
196400
0
0
EVGO INC
Common Stock
90138F102
147000
60000
SH
SOLE
147000
0
0
SUNRUN INC
Common Stock
15961R105
137576
11600
SH
SOLE
137576
0
0
HONEYWELL INTERNATIONAL INC
Common Stock
679295105
123853
580
SH
SOLE
123853
0
0
POWER INTEGRATIONS INC
Common Stock
30052F100
112164
1598
SH
SOLE
112164
0
0
CHARGEPOINT HOLDINGS INC
Common Stock
15961R105
90600
60000
SH
SOLE
90600
0
0
SUNPOWER CORP
Common Stock
867652406
88596
29931
SH
SOLE
88596
0
0
SUNNOVA ENERGY INTERNATIONAL INC
ADR
054540208
83700
15000
SH
SOLE
83700
0
0
COURSERA INC
Common Stock
22266M104
71600
10000
SH
SOLE
71600
0
0
CARRIER GLOBAL CORP
Common Stock
69553P100
63080
1000
SH
SOLE
63080
0
0
ARQ INC
Common Stock
98980G102
41276
6800
SH
SOLE
41276
0
0
CURALEAF HOLDINGS INC
Common Stock
98138H101
38500
10000
SH
SOLE
38500
0
0
INTEVAC INC
Common Stock
336433107
22388
5800
SH
SOLE
22388
0
0
ORION ENERGY SYSTEMS INC
Common Stock
465741106
15540
14000
SH
SOLE
15540
0
0
ACCELLERON INDUSTRIES AG
Common Stock
77543R102
13636
350
SH
SOLE
13636
0
0
SWVL HOLDINGS CORP
Common Stock
23126M102
188
13333
SH
SOLE
188
0
0