Firsthand Capital Management

Their Q4 2020 latest 13F filings reported over $367 Million in value. It is a focus fund with 3 securities concentration of over 35% weights. The following shows the fund statistics and portfolio details.

Period: Report DateNumber of StocksPortfolio ValuePortfolio Return
Q4_20202021-02-1656$367,913,00046.12%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightsComputed PriceShares Change %
Cloudflare Inc. Class ANETBUY$7,5990.000%2.07%$75.990.000%
Qell Acquisition Corp. Class A Ordinary SharesQELLBUY$5,6530.000%1.54%$12.290.000%
Sustainable Opportunities Acquisition Corp. Class A Ordinary SharesSOACBUY$6460.000%0.18%$10.770.000%
Climate Change Crisis Real Impact I Acquisition Corp. Class ACLIIBUY$6430.000%0.17%$10.720.000%
Decarbonization Plus Acquisition Corp. Class ADCRBBUY$6360.000%0.17%$10.600.000%
Spring Valley Acquisition Corp. WarrantSV.WSBUY$6070.000%0.16%$10.120.000%
Qell Acquisition Corp. Class A Ordinary SharesQELLBUY$4200.000%0.11%$3.150.000%
Spring Valley Acquisition Corp. WarrantSV.WSBUY$500.000%0.01%$1.670.000%
Decarbonization Plus Acquisition Corp. Class ADCRBBUY$550.000%0.01%$1.830.000%
Akamai Technologies Inc.AKAMDECR$5,250-0.050%1.43%$105.000.000%
Splunk Inc.SPLKDECR$3,398-0.097%0.92%$169.900.000%
ViaSat Inc.VSATDECR$1,306-0.051%0.35%$32.650.000%
Blue Apron Holdings Inc. Class AAPRNDECR$280-0.218%0.08%$5.600.000%
Roku Inc. Class AROKUINCR$79,6850.759%21.66%$332.020.000%
Chegg, Inc.CHEGGINCR$30,7120.264%8.35%$90.330.000%
Cree Inc.CREEINCR$23,0860.661%6.27%$105.900.000%
Zscaler Inc.ZSINCR$19,9710.420%5.43%$199.710.000%
Pinterest Inc. Class APINSINCR$17,1340.588%4.66%$65.900.000%
Domo Inc. Class B DOMOINCR$15,9430.664%4.33%$63.770.000%
Peloton Interactive Inc. Class APTONINCR$15,1720.529%4.12%$151.720.000%
Nutanix Inc. Class ANTNXINCR$13,7040.373%3.72%$31.87-0.044%
SolarEdge Technologies Inc.SEDGINCR$11,8070.339%3.21%$319.110.000%
Slack Technologies Inc. Class AWORKINCR$10,9820.319%2.98%$42.24-0.161%
Twilio Inc. Class ATWLOINCR$10,1550.370%2.76%$338.500.000%
Enphase Energy Inc.ENPHINCR$9,6511.125%2.62%$175.470.000%
Netflix Inc.NFLXINCR$8,1110.081%2.20%$540.730.000%
Bill.com Holdings Inc.BILLINCR$6,8250.361%1.86%$136.500.000%
Coupa Software IncorporatedCOUPINCR$6,7780.236%1.84%$338.900.000%
DocuSign Inc. DOCUINCR$6,6690.033%1.81%$222.300.000%
Kratos Defense & Security Solutions Inc.KTOSINCR$6,5830.423%1.79%$27.430.000%
Zendesk Inc.ZENINCR$5,7250.391%1.56%$143.130.000%
2U Inc.TWOUINCR$5,2010.182%1.41%$40.010.000%
Adobe Inc.ADBEINCR$5,0010.020%1.36%$500.100.000%
Workday Inc. Class AWDAYINCR$4,7920.114%1.30%$239.600.000%
MongoDB Inc. Class AMDBINCR$3,5900.551%0.98%$359.000.000%
Palo Alto Networks Inc.PANWINCR$3,5540.452%0.97%$355.400.000%
Guidewire Software Inc.GWREINCR$2,8960.234%0.79%$128.710.000%
Proofpoint Inc.PFPTINCR$2,7280.292%0.74%$136.400.000%
Okta Inc. Class AOKTAINCR$2,5430.189%0.69%$254.300.000%
PayPal Holdings Inc.PYPLINCR$2,3420.189%0.64%$234.200.000%
Maxar Technologies Inc.MAXRINCR$2,3150.547%0.63%$38.580.000%
CytoDyn, Inc.CYDYINCR$1,7400.847%0.47%$5.390.000%
GW Pharmaceuticals Plc American Depositary SharesGWPHINCR$1,2700.186%0.35%$115.450.000%
Sunrun Inc.RUNINCR$8051.091%0.22%$69.401.320%
Aspen Aerogels Inc.ASPNINCR$5840.525%0.16%$16.690.000%
Itron, Inc.ITRONINCR$5340.580%0.15%$95.960.000%
SunPower Corp.SPWRINCR$5111.052%0.14%$25.640.000%
First Solar Inc.FSLRINCR$4950.495%0.13%$99.000.000%
Quanta Services Inc.PWRINCR$3600.364%0.10%$72.000.000%
ON Semiconductor Corp.ONINCR$3270.507%0.09%$32.700.000%
Koninklijke Philips N.V. NY Registry SharesPHGINCR$3190.147%0.09%$54.190.000%
Corning IncorporatedGLWINCR$2330.115%0.06%$36.070.000%
Net 1 UEPS Technologies Inc.UEPSINCR$1480.465%0.04%$4.930.000%
Orion Energy Systems Inc.OESXINCR$1380.302%0.04%$9.860.000%
Covanta Holding Corp.CVAINCR$1310.679%0.04%$13.100.000%
Curaleaf Holdings, Inc.CURAINCR$1200.644%0.03%$12.000.000%
Box Inc. Class ABOXSOLD$00.000%-100.00%$0.000.000%
Arista Networks Inc.ANETSOLD$00.000%-100.00%$0.000.000%
Vivint Solar, Inc.VSLRSOLD$00.000%-100.00%$0.000.000%
Phunware Inc.PHUNSOLD$00.000%-100.00%$0.000.000%