FCM

Firsthand Capital Management Portfolio holdings

AUM $59.6M
1-Year Est. Return 143.95%
This Quarter Est. Return
1 Year Est. Return
+143.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.6M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$958K
3
+$793K
4
EQIX icon
Equinix
EQIX
+$783K
5
TOST icon
Toast
TOST
+$730K

Top Sells

1
+$4.94M
2
+$3.47M
3
+$2.34M
4
WDAY icon
Workday
WDAY
+$1.63M
5
MNDY icon
monday.com
MNDY
+$1.57M

Sector Composition

1 Technology 48.05%
2 Communication Services 21.66%
3 Industrials 12.42%
4 Financials 8.57%
5 Utilities 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACLS icon
26
Axcelis
ACLS
$2.86B
$391K 0.66%
4,000
BWXT icon
27
BWX Technologies
BWXT
$19.9B
$369K 0.62%
+2,000
COIN icon
28
Coinbase
COIN
$65B
$337K 0.57%
1,000
SPWR icon
29
SunPower Inc
SPWR
$194M
$264K 0.44%
150,000
+50,000
ITRI icon
30
Itron
ITRI
$4.49B
$249K 0.42%
2,000
GEV icon
31
GE Vernova
GEV
$185B
$246K 0.41%
+400
WOLF icon
32
Wolfspeed
WOLF
$527M
$210K 0.35%
7,348
-172,652
ORA icon
33
Ormat Technologies
ORA
$7.17B
$193K 0.32%
2,000
MPWR icon
34
Monolithic Power Systems
MPWR
$49.5B
$184K 0.31%
+200
SMR icon
35
NuScale Power
SMR
$5.71B
$180K 0.3%
+5,000
STM icon
36
STMicroelectronics
STM
$24.9B
$141K 0.24%
5,000
PHG icon
37
Philips
PHG
$28.1B
$135K 0.23%
4,962
HON icon
38
Honeywell
HON
$139B
$122K 0.2%
580
COUR icon
39
Coursera
COUR
$1.06B
$117K 0.2%
10,000
SEDG icon
40
SolarEdge
SEDG
$2.03B
$111K 0.19%
3,000
ENPH icon
41
Enphase Energy
ENPH
$4.58B
$106K 0.18%
3,000
CARR icon
42
Carrier Global
CARR
$47.3B
$59.7K 0.1%
1,000
ARQ icon
43
Arq
ARQ
$155M
$48.7K 0.08%
6,800
CHPT icon
44
ChargePoint
CHPT
$165M
$32.8K 0.06%
3,000
OESX icon
45
Orion Energy Systems
OESX
$58.9M
$12.2K 0.02%
1,400
DOCU icon
46
DocuSign
DOCU
$11.4B
– –
-30,000
ENVX icon
47
Enovix
ENVX
$1.78B
– –
-34,286
FSLY icon
48
Fastly Inc
FSLY
$1.35B
– –
-50,000
MNDY icon
49
monday.com
MNDY
$6.53B
– –
-5,000
OKTA icon
50
Okta
OKTA
$15.9B
– –
-10,000
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