Firsthand Capital Management, Inc.
- SEC CIK
- 0001476179
- 最新申報
- 2026/8/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 55
- 較 2021 年第 2 季 −2
- 總值
- $3.35 億
- 較 2021 年第 2 季 −$6,392 萬 (−16.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ROKURoku, Inc | COM CL A | 240,000 | $7,520 萬 | 22.4% | 00.0% | 不變 | 歷史 |
| ZSZscaler, Inc. | Stock | 100,000 | $2,622 萬 | 7.8% | 00.0% | 不變 | 歷史 |
| CHGGChegg, Inc | COM | 310,000 | $2,109 萬 | 6.3% | −30,000−8.8% | 減碼 | 歷史 |
| HUCKHuckleberry.ai, Inc. | Stock | 230,000 | $1,942 萬 | 5.8% | −20,000−8.0% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | COM | 220,000 | $1,776 萬 | 5.3% | +2,000+0.9% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 60,000 | $1,545 萬 | 4.6% | −20,000−25.0% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 50,000 | $1,335 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 260,000 | $1,325 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 100,000 | $1,127 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 37,000 | $981.3 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 30,000 | $957.2 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 20,000 | $943.0 萬 | 2.8% | +10,000+100.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 15,000 | $915.5 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| UPWKUpwork, Inc | COM | 200,000 | $900.6 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 55,000 | $824.8 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 210,000 | $791.7 萬 | 2.4% | −20,000−8.7% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 310,000 | $691.6 萬 | 2.1% | +5,000+1.6% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 20,000 | $499.8 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,000 | $479.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ZENZendesk, Inc. | COM | 40,000 | $465.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| COUPCoupa Software Inc | COM | 20,000 | $438.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| TWOU2U, LLC | COM | 130,000 | $436.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PDPagerDuty, Inc. | COM | 100,000 | $414.2 萬 | 1.2% | +100,000 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,000 | $287.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MAXRMaxar Technologies Inc. | COM | 100,000 | $283.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,000 | $260.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 10,000 | $237.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VSATViasat Inc | COM | 40,000 | $220.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 20,000 | $172.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ASPNAspen Aerogels Inc | COM | 35,000 | $161.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HYZNHyzon Motors Inc. | COMMON STOCK | 98,795 | $68.6 萬 | 0.2% | +98,795 | 新進 | 歷史 |
| GLWCorning Inc | COM | 16,460 | $60.1 萬 | 0.2% | +10,000+154.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 5,000 | $56.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 11,600 | $51.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 60,000 | $48.9 萬 | 0.1% | +60,000 | 新進 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 10,887 | $48.4 萬 | 0.1% | +5,000+84.9% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 5,000 | $47.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 10,000 | $45.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sunpower Corp867652406 | COM | 19,931 | $45.2 萬 | 0.1% | 00.0% | 不變 | – |
| CYDYCytoDyn Inc. | COM | 222,730 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ITRIItron, Inc. | COM | 5,565 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Social Capital Hedosopha HLDG8251L105 | SHS CL A | 40,000 | $40.6 萬 | 0.1% | 00.0% | 不變 | – |
| Solid Power, Inc.24279D105 | CLASS A COM | 40,000 | $40.2 萬 | 0.1% | +40,000 | 新進 | – |
| Queens Gambit Growth CapitalG7315C101 | CL A SHS | 40,000 | $39.5 萬 | 0.1% | +40,000 | 新進 | – |
| COURCoursera, Inc. | COM | 10,000 | $31.7 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| Lilium N VN52586117 | *W EXP 09/14/202 | 133,333 | $30.1 萬 | 0.1% | +133,333 | 新進 | – |
| ABBNYABB Ltd | SPONSORED ADR | 7,000 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVACovanta Holding Corp | COM | 10,000 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMRNuscale Power Corp | CL A | 20,000 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LSAKLesaka Technologies Inc | COM NEW | 30,000 | $14.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CURLFCuraleaf Holdings, Inc. | COM | 10,000 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OESXOrion Energy Systems, Inc. | COM | 14,000 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Hyzon Motors Inc.44951Y110 | EQUITY WRT | 30,000 | $4.30 萬 | <0.1% | +30,000 | 新進 | – |
| Decarbonization Plus Acqu II24279D113 | *W EXP 03/19/202 | 13,333 | $2.80 萬 | <0.1% | +13,333 | 新進 | – |
| Queens Gambit Growth CapitalG7315C119 | *W EXP 01/19/202 | 13,333 | $1.10 萬 | <0.1% | +13,333 | 新進 | – |
2021 年第 2 季之後清倉（12 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Qell Acquisition CorpG7307X105 | CL A | 560,000 | $557.2 萬 | 1.4% | – |
| GWREGuidewire Software, Inc. | COM | 22,500 | $253.6 萬 | 0.6% | 歷史 |
| PFPTProofpoint Inc | COM | 10,000 | $173.8 萬 | 0.4% | 歷史 |
| Decarbonization Plus Acqu Co242797108 | COM CL A | 100,000 | $103.1 萬 | 0.3% | – |
| Climate Change Crisis Real I18716C100 | CL A COM | 60,000 | $90.1 萬 | 0.2% | – |
| Sustainable Opportnts Acq CoG8598Y109 | ORD SHS A | 80,000 | $79.6 萬 | 0.2% | – |
| Bowx Acquisition Corp103085106 | CL A | 40,000 | $46.0 萬 | 0.1% | – |
| Decarbonization Plus Acqu II24279D204 | UNIT 03/19/2026 | 40,000 | $44.8 萬 | 0.1% | – |
| Queens Gambit Growth CapitalG7315C127 | UNIT 01/19/2026 | 40,000 | $39.9 萬 | 0.1% | – |
| Qell Acquisition CorpG7307X113 | *W EXP 10/01/202 | 133,333 | $21.3 萬 | 0.1% | – |
| Decarbonization Plus Acqu Co242797116 | *W EXP 10/02/202 | 30,000 | $6.90 萬 | <0.1% | – |
| Spring Vy Acquisition CorpG8377A124 | *W EXP 05/20/202 | 30,000 | $4.10 萬 | <0.1% | – |