Firsthand Capital Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 15, 2024
Value $
$16.5M
Signature - Title
Kevin M. Landis - President
Location
150 Almaden Blvd., Suite 1250, San Jose, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 48 $16.5M $0 $0 POWI, WOLF, BILL, PHG, DOMO 13F-HR 8/15/2024, 03:13 PM
Q1 2024 52 $61.4M +$7.33M -$6.36M +$970K WOLF, ROKU, KTOS, ZS, DOCU 13F-HR 5/15/2024, 03:25 PM
Q4 2023 52 $55.3M $0 $0 WOLF, KTOS, ZS, DOCU, CHGG 13F-HR 2/14/2024, 03:11 PM
Q3 2023 46 $69M +$4M -$9.88M -$5.87M WOLF, ROKU, KTOS, PANW, BILL 13F-HR 11/14/2023, 02:32 PM
Q2 2023 56 $83.3M +$1.44M -$8.29M -$6.85M ROKU, WOLF, NET, KTOS, PANW 13F-HR 8/14/2023, 04:57 PM
Q1 2023 46 $92.1M +$1.55M -$4.14M -$2.59M ROKU, WOLF, NET, ENPH, SEDG 13F-HR 5/18/2023, 05:28 PM
Q4 2022 43 $85.7M +$1.36M -$13M -$11.6M WOLF, ROKU, ENPH, CHGG, SEDG 13F-HR 2/13/2023, 05:47 PM
Q3 2022 42 $110M +$1.69M -$8.55M -$6.86M WOLF, ROKU, ENPH, SEDG, CHGG 13F-HR 11/14/2022, 02:50 PM
Q2 2022 46 $116M +$3.03M -$6.43M -$3.4M ROKU, WOLF, ENPH, SEDG, DOMO 13F-HR 8/15/2022, 03:30 PM
Q1 2022 47 $192M +$4.05M -$35.3M -$31.2M ROKU, WOLF, NET, DOMO, BILL 13F-HR 5/12/2022, 06:28 PM
Q4 2021 50 $262M +$23.5M -$46.4M -$22.9M ROKU, WOLF, ZS, NET, BILL 13F-HR 2/14/2022, 08:43 PM
Q3 2021 55 $335M +$12.4M -$23.8M -$11.4M ROKU, ZS, CHGG, DOMO, CREE 13F-HR 11/12/2021, 05:24 PM
Q2 2021 57 $399M +$2M -$28.5M -$26.5M ROKU, CHGG, DOCU, ZS, CREE 13F-HR 8/13/2021, 03:14 PM
Q1 2021 61 $357M +$25.7M -$17.3M +$8.41M ROKU, CHGG, CREE, PINS, ZS 13F-HR 5/12/2021, 03:45 PM
Q4 2020 52 $361M +$10M -$9.91M +$128K ROKU, CHGG, CREE, ZS, PINS 13F-HR 2/12/2021, 06:03 PM
Q3 2020 51 $252M +$4.17M -$13.6M -$9.39M ROKU, CHGG, ZS, CREE, PINS 13F-HR 11/10/2020, 01:41 PM
Q2 2020 48 $219M +$52.9M -$24.5M +$28.4M ROKU, CHGG, CREE, ZS, NTNX 13F-HR 8/12/2020, 03:44 PM
Q1 2020 45 $122M +$6.1M -$111M -$104M ROKU, CHGG, TWLO, CREE, NTNX 13F-HR 5/15/2020, 02:08 PM
Q4 2019 53 $257M +$204K -$20.1M -$19.9M ROKU, ANET, NTNX, TWLO, CHGG 13F-HR 2/12/2020, 05:03 PM
Q3 2019 54 $248M +$21.8M -$16.8M +$4.98M ROKU, ANET, TWLO, MSFT, NTNX 13F-HR 11/7/2019, 04:30 PM
Q2 2019 48 $260M +$28.3M -$27.1M +$1.18M ROKU, TWLO, ANET, MSFT, NFLX 13F-HR 8/14/2019, 01:30 PM
Q1 2019 46 $268M +$63.2M -$17.2M +$46M ANET, PHUN, TWLO, ROKU, META 13F-HR 5/14/2019, 11:34 AM
Q4 2018 48 $159M +$15.6M -$22.3M -$6.65M ANET, TWLO, ROKU, NTNX, NFLX 13F-HR 2/14/2019, 03:45 PM
Q3 2018 50 $212M +$6.06M -$25.8M -$19.7M ROKU, ANET, NTNX, NFLX, TWLO 13F-HR 11/14/2018, 01:31 PM
Q2 2018 50 $213M +$25.3M -$11.9M +$13.4M NTNX, ROKU, ANET, NFLX, META 13F-HR 8/14/2018, 04:35 PM
Q1 2018 52 $179M +$32M -$2.17M +$29.8M NTNX, ANET, ROKU, NFLX, AMZN 13F-HR 5/14/2018, 12:50 PM
Q4 2017 45 $136M +$8.68M -$6.97M +$1.71M NTNX, ANET, ROKU, META, NFLX 13F-HR 2/12/2018, 05:27 PM
Q3 2017 48 $113M +$9.62M -$6.62M +$3M NTNX, ANET, META, BABA, ROKU 13F-HR 11/14/2017, 11:25 AM
Q2 2017 46 $99.1M +$8.87M -$9.89M -$1.02M NTNX, ANET, META, BABA, NFLX 13F-HR 8/14/2017, 01:06 PM
Q1 2017 42 $92.6M +$821K -$8.55M -$7.73M ANET, NTNX, META, INVN, NFLX 13F-HR 5/11/2017, 05:45 PM
Q4 2016 45 $92.6M +$8.47M -$19.2M -$10.8M NTNX, ANET, META, INVN, NFLX 13F-HR 2/14/2017, 03:51 PM
Q3 2016 50 $109M +$23.5M -$19.7M +$3.74M NTNX, META, ANET, INVN, GOOG 13F-HR 11/14/2016, 12:30 PM
Q2 2016 50 $91.1M +$9.52M -$32.9M -$23.4M META, INVN, BIL, ANET, SHV 13F-HR 8/15/2016, 04:41 PM
Q1 2016 53 $116M +$19.5M -$22.3M -$2.74M MTSN, SHV, META, INVN, MINT 13F-HR 5/13/2016, 04:06 PM
Q4 2015 53 $130M +$1.6M -$8.97M -$7.36M MTSN, RUN, INVN, META, AAPL 13F-HR 2/16/2016, 12:14 PM
Q3 2015 52 $125M +$13.8M -$18.7M -$4.94M MTSN, INVN, RUN, AAPL, EQIX 13F-HR 11/10/2015, 05:39 PM
Q2 2015 55 $159M +$19.9M -$22.7M -$2.84M MTSN, INVN, QCOM, TWTR, AAPL 13F-HR 8/11/2015, 05:07 PM
Q1 2015 56 $159M +$7.45M -$28.9M -$21.4M MTSN, QCOM, LRCX, INVN, AAPL 13F-HR 5/28/2015, 01:59 PM
Q4 2014 55 $170M +$50.7M -$42.9M +$7.79M LRCX, QCOM, MTSN, NFLX, AAPL 13F-HR 2/17/2015, 02:07 PM
Q3 2014 57 $175M +$2.57M -$56.4M -$53.8M TWTR, MTSN, AAPL, AMZN, META 13F-HR 11/12/2014, 05:21 PM
Q2 2014 57 $214M +$27.6M -$17.9M +$9.74M META, TWTR, GTATQ, AAPL, MTSN 13F-HR 8/14/2014, 01:55 PM
Q1 2014 53 $215M +$19.6M -$447K +$19.1M TWTR, META, AAPL, GTATQ, AMZN 13F-HR 5/14/2014, 05:49 PM
Q4 2013 53 $202M $0 $0 TWTR, META, AAPL, AMZN, GOOGL 13F-HR 2/13/2014, 12:16 PM