Firsthand Capital Management, Inc. Portfolio Holdings by Sector
Firsthand Capital Management, Inc.
- $39.2 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR PANW TOST OKTA ZS MDB HOOD 7 stocks |
$11,896
30.33% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DOCU UBER DOMO PD WDAY MNDY FSLY COIN 8 stocks |
$11,028
28.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
ROKU NFLX 2 stocks |
$9,945
25.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
WOLF ON STM POWI 4 stocks |
$1,064
2.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN CARR 2 stocks |
$861
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR SEDG ENPH RUN NOVA 5 stocks |
$720
1.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$652
1.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$533
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE ENVX OESX 3 stocks |
$524
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$518
1.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ITRI 1 stocks |
$373
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$295
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
CHGG COUR 2 stocks |
$232
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$198
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$122
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG 1 stocks |
$120
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
EVGO CHPT 2 stocks |
$89
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ADES 1 stocks |
$51
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|