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Livermore
Livermore
ZHEN

Firsthand Capital Management, Inc.

SEC CIK
0001476179
Latest filing
Aug 13, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
57
−4 vs. Q1 2021
Portfolio value
$398.9M
+$42.0M (+11.8%) vs. Q1 2021
Filed
Aug 13, 2021
SEC
Holdings of Firsthand Capital Management, Inc. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ROKURoku, IncCOM CL A240,000$110.2M27.6%00.0%UnchangedHistory
CHGGChegg, IncCOM340,000$28.3M7.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock80,000$22.4M5.6%00.0%UnchangedHistory
ZSZscaler, Inc.Stock100,000$21.6M5.4%00.0%UnchangedHistory
WOLFWolfspeed, Inc.COM218,000$21.3M5.4%00.0%UnchangedHistory
PINSPinterest, Inc.CL A260,000$20.5M5.1%00.0%UnchangedHistory
HUCKHuckleberry.ai, Inc.Stock250,000$20.2M5.1%00.0%UnchangedHistory
TWLOTwilio IncCL A30,000$11.8M3.0%00.0%UnchangedHistory
UPWKUpwork, IncCOM200,000$11.7M2.9%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM100,000$10.6M2.7%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM37,000$10.2M2.6%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock55,000$10.1M2.5%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock50,000$9.16M2.3%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock230,000$8.79M2.2%−200,000−46.5%ReducedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW305,000$8.69M2.2%00.0%UnchangedHistory
NFLXNetflix IncStock15,000$7.92M2.0%00.0%UnchangedHistory
ZENZendesk, Inc.COM40,000$5.77M1.4%00.0%UnchangedHistory
Qell Acquisition CorpG7307X105CL A560,000$5.57M1.4%00.0%Unchanged–
TWOU2U, LLCCOM130,000$5.42M1.4%00.0%UnchangedHistory
COUPCoupa Software IncCOM20,000$5.24M1.3%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A20,000$4.78M1.2%00.0%UnchangedHistory
MAXRMaxar Technologies Inc.COM100,000$3.99M1.0%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock10,000$3.71M0.9%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A10,000$3.62M0.9%00.0%UnchangedHistory
ADBEAdobe Inc.Stock5,000$2.93M0.7%−5,000−50.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock10,000$2.92M0.7%00.0%UnchangedHistory
GWREGuidewire Software, Inc.COM22,500$2.54M0.6%00.0%UnchangedHistory
OKTAOkta, Inc.CL A10,000$2.45M0.6%00.0%UnchangedHistory
AVAVAeroVironment IncCOM20,000$2.00M0.5%+20,000NewHistory
VSATViasat IncCOM40,000$1.99M0.5%00.0%UnchangedHistory
PFPTProofpoint IncCOM10,000$1.74M0.4%−10,000−50.0%ReducedHistory
ASPNAspen Aerogels IncCOM35,000$1.05M0.3%00.0%UnchangedHistory
Decarbonization Plus Acqu Co242797108COM CL A100,000$1.03M0.3%00.0%Unchanged–
Climate Change Crisis Real I18716C100CL A COM60,000$901.0K0.2%00.0%Unchanged–
Sustainable Opportnts Acq CoG8598Y109ORD SHS A80,000$796.0K0.2%00.0%Unchanged–
RUNSunrun Inc.COM11,600$647.0K0.2%00.0%UnchangedHistory
Sunpower Corp867652406COM19,931$582.0K0.1%00.0%Unchanged–
ITRIItron, Inc.COM5,565$556.0K0.1%00.0%UnchangedHistory
Bowx Acquisition Corp103085106CL A40,000$460.0K0.1%00.0%Unchanged–
FSLRFirst Solar, Inc.Stock5,000$453.0K0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM5,000$453.0K0.1%00.0%UnchangedHistory
Decarbonization Plus Acqu II24279D204UNIT 03/19/202640,000$448.0K0.1%00.0%Unchanged–
Social Capital Hedosopha HLDG8251L105SHS CL A40,000$408.0K0.1%00.0%Unchanged–
Queens Gambit Growth CapitalG7315C127UNIT 01/19/202640,000$399.0K0.1%00.0%Unchanged–
ONOn Semiconductor CorpStock10,000$383.0K0.1%00.0%UnchangedHistory
CYDYCytoDyn Inc.COM222,730$379.0K0.1%−100,000−31.0%ReducedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW5,887$293.0K0.1%00.0%UnchangedHistory
GLWCorning IncCOM6,460$264.0K0.1%00.0%UnchangedHistory
ABBNYABB LtdSPONSORED ADR7,000$238.0K0.1%00.0%UnchangedHistory
Qell Acquisition CorpG7307X113*W EXP 10/01/202133,333$213.0K0.1%00.0%Unchanged–
SMRNuscale Power CorpCL A20,000$200.0K0.1%00.0%UnchangedHistory
CVACovanta Holding CorpCOM10,000$176.0K<0.1%00.0%UnchangedHistory
LSAKLesaka Technologies IncCOM NEW30,000$141.0K<0.1%00.0%UnchangedHistory
CURLFCuraleaf Holdings, Inc.COM10,000$141.0K<0.1%00.0%UnchangedHistory
OESXOrion Energy Systems, Inc.COM14,000$80.0K<0.1%00.0%UnchangedHistory
Decarbonization Plus Acqu Co242797116*W EXP 10/02/20230,000$69.0K<0.1%00.0%Unchanged–
Spring Vy Acquisition CorpG8377A124*W EXP 05/20/20230,000$41.0K<0.1%00.0%Unchanged–

Sold out since Q1 2021 (5)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Firsthand Capital Management, Inc. sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
PTONPeloton Interactive, Inc.CL A COM100,000$11.2M3.1%History
SPLKSplunk IncCOM20,000$2.71M0.8%History
GW Pharmaceuticals PLC36197T103ADS6,000$1.30M0.4%–
Tuscan Hldgs Corp II90070A103COM40,000$404.0K0.1%–
APRNBlue Apron Holdings, Inc.CL A NEW50,000$316.0K0.1%History