Firsthand Capital Management, Inc. Portfolio Holdings by Sector
Firsthand Capital Management, Inc.
- $47.5 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR PANW ZS MDB OKTA HOOD 6 stocks |
$11,284
23.78% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DOCU WDAY PD DOMO UBER MNDY FSLY COIN 8 stocks |
$11,180
23.56% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
ROKU NFLX 2 stocks |
$10,031
21.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
KTOS LMT 2 stocks |
$2,859
6.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH FSLR SEDG RUN NOVA 5 stocks |
$2,274
4.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
WOLF ON STM POWI 4 stocks |
$2,050
4.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN CARR 2 stocks |
$1,315
2.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,211
2.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$979
2.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET 1 stocks |
$884
1.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$853
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX BE OESX 3 stocks |
$558
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
CHGG COUR 2 stocks |
$503
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ITRI 1 stocks |
$387
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$306
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$279
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG 1 stocks |
$171
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
EVGO CHPT 2 stocks |
$145
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$131
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ADES 1 stocks |
$51
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|