13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001476179
Total reported value
$62.6M
$62.6M
44 檔
32.5%
As reported in its official Q2 2024 Form 13F filing, Firsthand Capital Management, Inc.'s tracked investment portfolio stood at $62.6M with 44 total positions.
During Q2 2024, Firsthand Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POWI | Power Integrations Inc | Stock-Tech | 9.00% | — | +4593.37% | |
| 2 | WOLF* | Wolfspeed Inc | Stock-Other | 8.98% | — | +3.89% | |
| 3 | ON | On Semiconductor | Stock-Tech | 8.21% | -0.15% | +1950.00% | |
| 4 | ACLLY | Accelleron Industries AG | Stock-Other | 7.70% | -0.01% | +5614.29% | |
| 5 | ASPN | Aspen Aerogels Inc | Stock-Other | 6.76% | +0.36% | -85.71% | |
| 6 | DOCU | Docusign Inc | Stock-Tech | 5.01% | — | +75.00% | |
| 7 | CHGG | Chegg Inc | Stock-Consumer Staples | 4.59% | +0.01% | -91.15% | |
| 8 | RUN | Sunrun Inc | Stock-Tech | 4.31% | — | +632.76% | |
| 9 | BILL | Bill Holdings Inc | Stock-Tech | 4.28% | — | +33.33% | |
| 10 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 4.13% | -0.07% | +691.35% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.09% | — | +125.00% | |
| 12 | DOMO | Domo Inc - Class B | Stock-Other | 3.56% | -0.38% | — | |
| 13 | ENVX | Enovix CORP | Stock-Other | 3.39% | — | -83.33% | |
| 14 | ✓ | Intevac Inc | Stock-Other | 3.13% | — | +20.69% | |
| 15 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.41% | — | -50.00% | |
| 16 | COUR | Coursera Inc | Stock-Other | 2.18% | -0.03% | +40.00% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.87% | +0.77% | -12.74% | |
| 18 | MDB | Mongodb Inc | Stock-Tech | 1.81% | -2.61% | EXIT | |
| 19 | ENPH | Enphase Energy Inc | Stock-Tech | 1.65% | +0.78% | +1030.43% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.58% | -5.92% | +200.00% | |
| 21 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.42% | — | -97.87% | |
| 22 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 1.37% | +0.02% | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.16% | -0.28% | EXIT | |
| 24 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.93% | — | +50.00% | |
| 25 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.90% | +0.42% | -64.88% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 0.89% | -0.04% | +129.20% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | -3.42% | EXIT | |
| 28 | NOVAQ | Sunnova Energy International | Stock-Other | 0.66% | — | -13.33% | |
| 29 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.59% | +0.23% | +135.22% | |
| 30 | CHPT | ChargePoint Holdings, Inc. | Stock-Other | 0.46% | — | +19.33% | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 0.39% | — | +400.00% | |
| 32 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.33% | — | -60.00% | |
| 33 | TWLO | Twilio Inc - A | Stock-Tech | 0.29% | — | +100.00% | |
| 34 | OKTA | Okta Inc | Stock-Tech | 0.25% | — | -94.20% | |
| 35 | EVGO | Evgo Inc | Stock-Other | 0.22% | — | -97.34% | |
| 36 | SPWRQ | Sunpower CORP | Stock-Other | 0.18% | — | — | |
| 37 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.17% | +0.42% | +200.00% | |
| 38 | PD | Pagerduty Inc | Stock-Other | 0.13% | — | -99.17% | |
| 39 | ZS | Zscaler Inc | Stock-Tech | 0.08% | -1.50% | EXIT | |
| 40 | WDAY | Workday Inc-class A | Stock-Tech | 0.08% | — | +25.00% | |
| 41 | FSLR | First Solar Inc | Stock-Tech | 0.04% | -0.04% | +16.00% | |
| 42 | ITRI | Itron Inc | Stock-Tech | 0.03% | -0.10% | +206.68% | |
| 43 | ROKU | Roku Inc | Stock-Comm Services | 0.03% | -0.88% | -99.53% | |
| 44 | 2XW1 | Curaleaf Holdings Inc | Stock-Other | — | — | +33.33% |
According to official SEC Form 13F filings, Firsthand Capital Management, Inc. reported a total U.S. public equity portfolio value of $62.6M across 44 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including POWI, WOLF*, ON) accounted for 32.5% of total reported equity market value during Q2 2024.
During Q2 2024, Firsthand Capital Management, Inc.'s top holdings by market value included POWI (9.0%)、WOLF* (9.0%)、ON (8.2%). The largest single position, POWI, represented 9.0% of total portfolio value.
In Q2 2024, Firsthand Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.