Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. is an investment adviser headquartered in San Jose, California. Founded in 1994, the firm specializes in managing technology-focused investment portfolios for institutional clients and investment companies. As of Q1 2025, it manages approximately $51 million in assets with a small, specialized team of about 5 employees, serving primarily registered investment companies and business development companies.
Investment Strategy
Firsthand Capital Management, Inc. applies an active, research-driven approach centered on investing in the technology and cleantech sectors. Leveraging deep sector expertise, the firm builds diversified portfolios focused on innovative companies primarily in areas such as information technology, electronics, and green energy. It targets opportunities with long-term growth potential, emphasizing fundamental analysis and direct knowledge of emerging industry trends.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 13.50% | $7.5M | 55,000 | $37.20 | $136.32 | +$2.0M |
N NFLX | NETFLIX INC | 12.05% | $6.7M | 5,000 | $465.34 | $1339.13 | +$2.0M |
R ROKU | ROKU INC | 11.86% | $6.6M | 75,000 | $74.59 | $87.89 | +$1.3M |
D DOMO | DOMO INC | 5.78% | $3.2M | 230,000 | $15.59 | $13.97 | +$1.4M |
D DOCU | DOCUSIGN INC | 4.21% | $2.3M | 30,000 | $127.14 | $77.89 | -$105.3K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
J Julio Cesar Moncada | Principal | Miami, FL , United States |