President

0001398344-23-003052.txt : 20230214 0001398344-23-003052.hdr.sgml : 20230214 20230213174721 ACCESSION NUMBER: 0001398344-23-003052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Firsthand Capital Management, Inc. CENTRAL INDEX KEY: 0001476179 IRS NUMBER: 270416642 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13609 FILM NUMBER: 23620430 BUSINESS ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 BUSINESS PHONE: 408-624-9530 MAIL ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 FORMER COMPANY: FORMER CONFORMED NAME: SiVest Group, Inc. DATE OF NAME CHANGE: 20091104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001476179 XXXXXXXX 12-31-2022 12-31-2022 false Firsthand Capital Management, Inc.

150 ALMADEN BLVD. SUITE 1250 SAN JOSE CA 95113

13F HOLDINGS REPORT 028-13609 N Kevin M. Landis President 408-886-7096 /s/ Kevin M. Landis San Jose CA 02-13-2023 0 43 85689245 INFORMATION TABLE 2 fp0082100-1_13fhr-table.xml Wolfspeed, Inc. Common Stock 977852102 13117600 190000 SH SOLE 190000 0 0 Roku, Inc. Common Stock 77543R102 9808700 241000 SH SOLE 241000 0 0 Enphase Energy, Inc. Common Stock 29355A107 8743680 33000 SH SOLE 33000 0 0 Chegg, Inc. Common Stock 163092109 6570200 260000 SH SOLE 260000 0 0 SolarEdge Technologies, Inc. Common Stock 83417M104 3965780 14000 SH SOLE 14000 0 0 Cloudflare, Inc. Common Stock 18915M107 3616800 80000 SH SOLE 80000 0 0 Zscaler, Inc. Common Stock 98980G102 3357000 30000 SH SOLE 30000 0 0 DocuSign, Inc. Common Stock 256163106 3325200 60000 SH SOLE 60000 0 0 Domo, Inc. Common Stock 257554105 3275200 230000 SH SOLE 230000 0 0 Bill.com Holdings, Inc. Common Stock 090043100 3268800 30000 SH SOLE 30000 0 0 Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 3199200 310000 SH SOLE 310000 0 0 PagerDuty, Inc. Common Stock 69553P100 3187200 120000 SH SOLE 120000 0 0 Netflix, Inc. Common Stock 64110L106 2948800 10000 SH SOLE 10000 0 0 monday.com Ltd. Common Stock M7S64H106 2440000 20000 SH SOLE 20000 0 0 Palo Alto Networks, Inc. Common Stock 697435105 2093100 15000 SH SOLE 15000 0 0 Workday, Inc. Common Stock 98138H101 1673300 10000 SH SOLE 10000 0 0 Twilio, Inc. Common Stock 90138F102 1468800 30000 SH SOLE 30000 0 0 MongoDB,Inc. Common Stock 60937P106 984200 5000 SH SOLE 5000 0 0 First Solar, Inc. Common Stock 336433107 748950 5000 SH SOLE 5000 0 0 Quanta Services, Inc. Common Stock 74762E102 712500 5000 SH SOLE 5000 0 0 PayPal Holdings, Inc. Common Stock 70450Y103 712200 10000 SH SOLE 10000 0 0 Okta, Inc. Common Stock 679295105 683300 10000 SH SOLE 10000 0 0 ON Semiconductor Corp. Common Stock 682189105 623700 10000 SH SOLE 10000 0 0 Tesla Motors, Inc. Common Stock 88160R101 615900 5000 SH SOLE 5000 0 0 ChargePoint Holdings, Inc. Common Stock 15961R105 571800 60000 SH SOLE 60000 0 0 SunPower Corp. - Class B Common Stock 867652406 539656 29931 SH SOLE 29931 0 0 Corning, Inc. Common Stock 219350105 525732 16460 SH SOLE 16460 0 0 Aspen Aerogels, Inc. Common Stock 04523Y105 412650 35000 SH SOLE 35000 0 0 Fastly, Inc. Common Stock 31188V100 409500 50000 SH SOLE 50000 0 0 Itron, Inc. Common Stock 465741106 281867 5565 SH SOLE 5565 0 0 Sunrun, Inc. Common Stock 86771W105 278632 11600 SH SOLE 11600 0 0 Sunnova Energy International Inc. ADR 86745K104 270150 15000 SH SOLE 15000 0 0 EVgo, Inc. Common Stock 30052F100 268200 60000 SH SOLE 60000 0 0 ABB LTD. Common Stock 000375204 213220 7000 SH SOLE 7000 0 0 Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 163196 10887 SH SOLE 10887 0 0 Tempo Automation, Inc. Common Stock 88024M108 154140 200000 SH SOLE 200000 0 0 Lesaka Technologies, Inc. Common Stock 64107N206 136500 30000 SH SOLE 30000 0 0 Coursera, Inc. Common Stock 22266M104 118300 10000 SH SOLE 10000 0 0 Astra Space, Inc. Common Stock 04634X103 86760 200000 SH SOLE 200000 0 0 CytoDyn, Inc. ADR 23283M101 50114 222730 SH SOLE 222730 0 0 Curaleaf Holdings, Inc. Common Stock 23126M102 42973 10000 SH SOLE 10000 0 0 Orion Energy Systems, Inc. Common Stock 686275108 25480 14000 SH SOLE 14000 0 0 Swvl Holdings Corp Warrant Common Stock G86302117 265 13333 SH SOLE 13333 0 0