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)
Name | % Change |
---|---|
NET Cloudflare Inc | 0.98% |
TMPOQ Tempo Automation Hol | 0.18% |
ASYS Amtech Systems Inc. | 0.08% |
CARR Carrier Global Corp. | 0.06% |
MAXN Maxeon Solar Technol | 0.04% |
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