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FIRSTHAND CAPITAL MANAGEMENT, INC.

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SAN JOSE CA Investment Advisor
13F Summary
Firsthand Capital Management is based out of San Jose. Firsthand Capital Management is a registered investment advisory firm with 3 clients and discretionary assets under management (AUM) of $127,865,967 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $72,118,866 in managed 13F securities and a top 10 holdings concentration of 60.96%. Firsthand Capital Management's largest holding is Wolfspeed Inc (Cree Inc) with shares held of 190,000. Whalewisdom has at least 58 13F filings, and 1 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
ENPH Enphase Energy Inc 3.4%
PLTR Palantir Technologie 2.31%
VWDRY Vestas Wind Systems 0.46%
LSAK Lesaka Technologies 0.17%

2023-12-31

13F Holdings Summary

Name $ Change
WOLF Wolfspeed Inc (Cree 10.86%
ROKU Roku Inc 10.17%
KTOS Kratos Defense & Sec 8.16%
ZS Zscaler Inc 6.14%
DOCU DocuSign Inc 4.95%

2023-12-31

13F Activity

Market Value $72.1m, Prior: $69.3m
New Purchases 10 stocks
Added To 4 stocks
Sold out of 3 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 60.96%
Turnover %[1] 24.53%
Turnover Alt %[2] 6.15%
Time Held Top 20 13.4 quarters
Time Held Top 10 5.7 quarters
Time Held All 16.21 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance