Firsthand Capital Management, Inc. Portfolio Holdings by Sector
Firsthand Capital Management, Inc.
- $50.2 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
ZS PLTR MDB PANW NET OKTA 6 stocks |
$12,541
24.98% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
ROKU NFLX 2 stocks |
$9,145
18.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DOCU DOMO WDAY PD FSLY 5 stocks |
$7,346
14.63% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
KTOS LMT 2 stocks |
$5,829
11.61% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH FSLR SEDG RUN NOVA 5 stocks |
$3,683
7.33% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
ASPN CARR 2 stocks |
$2,989
5.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
WOLF ON STM POWI 4 stocks |
$2,721
5.42% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1,191
2.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,046
2.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$780
1.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
CHGG COUR 2 stocks |
$539
1.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$517
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ITRI 1 stocks |
$487
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$419
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX OESX 2 stocks |
$292
0.58% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
EVGO CHPT 2 stocks |
$247
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PHG 1 stocks |
$221
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$119
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ADES 1 stocks |
$51
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
CURLF 1 stocks |
$30
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
IVAC 1 stocks |
$19
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|