HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Wolfspeed Inc. |
190,000 | UNCH | $13,118 |
| WOLF | 190,000 | UNCH | $13,118 |
| Roku Inc. |
241,000 | UNCH | $9,809 |
| ROKU | 241,000 | UNCH | $9,809 |
| Enphase Energy Inc. |
33,000 | -12,000 | $8,744 |
| ENPH | 33,000 | -12,000 | $8,744 |
| Chegg Inc. |
260,000 | UNCH | $6,570 |
| CHGG | 260,000 | UNCH | $6,570 |
| SolarEdge Technologies Inc. |
14,000 | -11,000 | $3,966 |
| SEDG | 14,000 | -11,000 | $3,966 |
| Cloudflare Inc. |
80,000 | -10,000 | $3,617 |
| NET | 80,000 | -10,000 | $3,617 |
| Zscaler Inc. |
30,000 | UNCH | $3,357 |
| ZS | 30,000 | UNCH | $3,357 |
| DocuSign Inc. |
60,000 | UNCH | $3,325 |
| DOCU | 60,000 | UNCH | $3,325 |
| Domo Inc. |
230,000 | UNCH | $3,275 |
| DOMO | 230,000 | UNCH | $3,275 |
| Bill.com Holdings Inc. |
30,000 | -10,000 | $3,269 |
| BILL | 30,000 | -10,000 | $3,269 |
| Kratos Defense & Security Solutions Inc. |
310,000 | UNCH | $3,199 |
| KTOS | 310,000 | UNCH | $3,199 |
| PagerDuty Inc. |
120,000 | -30,000 | $3,187 |
| PD | 120,000 | -30,000 | $3,187 |
| Netflix Inc. |
10,000 | UNCH | $2,949 |
| NFLX | 10,000 | UNCH | $2,949 |
| monday.com Ltd. |
20,000 | UNCH | $2,440 |
| MNDY | 20,000 | UNCH | $2,440 |
| Palo Alto Networks Inc. |
15,000 | UNCH | $2,093 |
| PANW | 15,000 | UNCH | $2,093 |
| Workday Inc. |
10,000 | UNCH | $1,673 |
| WDAY | 10,000 | UNCH | $1,673 |
| Twilio Inc. |
30,000 | UNCH | $1,469 |
| TWLO | 30,000 | UNCH | $1,469 |
| MongoDB Inc. |
5,000 | UNCH | $984 |
| MDB | 5,000 | UNCH | $984 |
| First Solar Inc. |
5,000 | UNCH | $749 |
| FSLR | 5,000 | UNCH | $749 |
| Quanta Services Inc. |
5,000 | UNCH | $712 |
| PWR | 5,000 | UNCH | $712 |
| PayPal Holdings Inc. |
10,000 | UNCH | $712 |
| PYPL | 10,000 | UNCH | $712 |
| Okta Inc. |
10,000 | UNCH | $683 |
| OKTA | 10,000 | UNCH | $683 |
| ON Semiconductor Corp. |
10,000 | UNCH | $624 |
| ON | 10,000 | UNCH | $624 |
| Tesla Motors Inc. |
5,000 | +5,000 | $616 |
| TSLA | 5,000 | +5,000 | $616 |
| ChargePoint Holdings Inc. |
60,000 | +40,000 | $572 |
| CHPT | 60,000 | +40,000 | $572 |
| SunPower Corp. Class B |
29,931 | UNCH | $540 |
| SPWR | 29,931 | UNCH | $540 |
| Corning Inc. |
16,460 | UNCH | $526 |
| GLW | 16,460 | UNCH | $526 |
| Aspen Aerogels Inc. |
35,000 | UNCH | $413 |
| ASPN | 35,000 | UNCH | $413 |
| Fastly Inc. |
50,000 | UNCH | $410 |
| FSLY | 50,000 | UNCH | $410 |
| Itron Inc. |
5,565 | UNCH | $282 |
| ITRI | 5,565 | UNCH | $282 |
| Sunrun Inc. |
11,600 | UNCH | $279 |
| RUN | 11,600 | UNCH | $279 |
| Sunnova Energy International Inc. |
15,000 | UNCH | $270 |
| NOVA | 15,000 | UNCH | $270 |
| EVgo Inc. |
60,000 | UNCH | $268 |
| EVGO | 60,000 | UNCH | $268 |
| ABB LTD. |
7,000 | +7,000 | $213 |
| ABB | 7,000 | +7,000 | $213 |
| Koninklijke Royal Philips Electronics N.V. |
10,887 | UNCH | $163 |
| PHG | 10,887 | UNCH | $163 |
| Tempo Automation Inc. |
200,000 | +200,000 | $154 |
| TMPO | 200,000 | +200,000 | $154 |
| Lesaka Technologies Inc. |
30,000 | +30,000 | $136 |
| LSAK | 30,000 | +30,000 | $136 |
| Coursera Inc. |
10,000 | UNCH | $118 |
| COUR | 10,000 | UNCH | $118 |
| Astra Space Inc. |
200,000 | -100,000 | $87 |
| ASTR | 200,000 | -100,000 | $87 |
 CytoDyn Inc. |
$50 | ||
| ADR | 222,730 | UNCH | $50 |
| Curaleaf Holdings Inc. |
$43 | ||
| Common Stock | 10,000 | UNCH | $43 |
| Orion Energy Systems Inc. |
14,000 | UNCH | $25 |
| OESX | 14,000 | UNCH | $25 |
See Full List: All Stocks Held By Firsthand Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Firsthand Capital Management Inc.
|
Size ($ in 1000's)
At 12/31/2022: $85,689 At 09/30/2022: $109,766 Firsthand Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Firsthand Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
