FCM
Firsthand Capital Management Portfolio holdings
AUM
$55.6M
1-Year Return
75.1%
This Quarter Return
+15.93%
1 Year Return
+75.1%
3 Year Return
+106.52%
5 Year Return
+131.21%
10 Year Return
+1,211.43%
AUM
$48.1M
AUM Growth
-$2.62M
(-5.2%)
Cap. Flow
-$4.82M
Cap. Flow
% of AUM
-10.02%
Top 10 Holdings %
Top 10 Hldgs %
61.34%
Holding
52
New
7
Increased
–
Reduced
10
Closed
4
Top Buys
| 1 |
Uber
UBER
|
$1.51M |
| 2 |
monday.com
MNDY
|
$1.18M |
| 3 |
Arista Networks
ANET
|
$884K |
| 4 |
Coinbase
COIN
|
$248K |
| 5 |
Bloom Energy
BE
|
$222K |
Top Sells
| 1 |
Kratos Defense & Security Solutions
KTOS
|
$2.9M |
| 2 |
Zscaler
ZS
|
$1.8M |
| 3 |
MongoDB
MDB
|
$1.16M |
| 4 |
Cloudflare
NET
|
$809K |
| 5 |
Palantir
PLTR
|
$756K |
Sector Composition
| 1 | Technology | 59.03% |
| 2 | Communication Services | 20.88% |
| 3 | Industrials | 12.27% |
| 4 | Consumer Discretionary | 2.82% |
| 5 | Financials | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chegg
CHGG
$165M
| $419K | 0.87% |
260,000
| – | – |
|
27
Itron
ITRI
$5.48B
| $387K | 0.81% |
3,565
-1,000
| -22% | -$109K |
|
28
Enovix
ENVX
$1.77B
| $326K | 0.68% |
34,286
| – | – |
|
29
Corning
GLW
$59.8B
| $307K | 0.64% |
6,460
-5,000
| -44% | -$238K |
|
30
Axcelis
ACLS
$2.48B
| $279K | 0.58% |
4,000
| – | – |
|
|
31
Coinbase
COIN
$77.8B
| $248K | 0.52% |
+1,000
| New | +$248K |
|
|
32
Bloom Energy
BE
$12.6B
| $222K | 0.46% |
+10,000
| New | +$222K |
|
|
OKLO
33
Oklo
OKLO
$10.2B
| $212K | 0.44% |
+10,000
| New | +$212K |
|
34
SolarEdge
SEDG
$1.98B
| $177K | 0.37% |
13,000
| – | – |
|
35
Philips
PHG
$26.2B
| $171K | 0.36% |
7,047
| – | – |
|
36
Honeywell
HON
$136B
| $131K | 0.27% |
580
| – | – |
|
37
STMicroelectronics
STM
$23.1B
| $125K | 0.26% |
5,000
| – | – |
|
38
Sunrun
RUN
$3.84B
| $107K | 0.22% |
11,600
| – | – |
|
39
Power Integrations
POWI
$2.48B
| $98.6K | 0.21% |
1,598
| – | – |
|
40
Coursera
COUR
$1.8B
| $85K | 0.18% |
10,000
| – | – |
|
41
EVgo
EVGO
$504M
| $81K | 0.17% |
20,000
-20,000
| -50% | -$81K |
|
42
Carrier Global
CARR
$54B
| $68.3K | 0.14% |
1,000
| – | – |
|
43
ChargePoint
CHPT
$243M
| $64.2K | 0.13% |
3,000
| – | – |
|
44
Arq
ARQ
$308M
| $51.5K | 0.11% |
6,800
| – | – |
|
|
NOVA
45
DELISTED
Sunnova Energy
NOVA
| $51.5K | 0.11% |
15,000
| – | – |
|
46
Robinhood
HOOD
$92B
| $37.3K | 0.08% |
+1,000
| New | +$37.3K |
|
47
Orion Energy Systems
OESX
$25.4M
| $11.2K | 0.02% |
1,400
| – | – |
|
|
48
Cloudflare
NET
$72.5B
| – | – |
-10,000
| Closed | -$809K |
|
|
IVAC
49
DELISTED
Intevac Inc
IVAC
| – | – |
-5,800
| Closed | -$19.7K |
|