Firsthand Capital Management, Inc. Buys Kratos Defense & Security Solutions Inc, Enphase Energy Inc, Zendesk Inc, Sells Tencent Holdings, Alibaba Group Holding, Corning Inc

• New Purchases: KTOS, ENPH, ZEN, COUP, OKTA, GWPH, MDB, DOMO, UTX,
• Added Positions: CHGG, SEDG, SQ,
• Reduced Positions: ROKU,
• Sold Out: TCTZF, BABA, GLW,

For the details of Firsthand Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/firsthand+capital+management%2C+inc./current-portfolio/portfolio

1. Roku Inc (ROKU) - 240,000 shares, 9.90% of the total portfolio. Shares reduced by 7.69%
2. Arista Networks Inc (ANET) - 70,000 shares, 6.78% of the total portfolio.
3. Twilio Inc (TWLO) - 140,000 shares, 6.24% of the total portfolio.
4. Microsoft Corp (MSFT) - 100,000 shares, 5.64% of the total portfolio.
5. Nutanix Inc (NTNX) - 450,000 shares, 4.79% of the total portfolio.

Firsthand Capital Management, Inc. initiated holding in Kratos Defense & Security Solutions Inc. The purchase prices were between $17.84 and $24.65, with an estimated average price of $21.02. The stock is now traded at around $19.75. The impact to a portfolio due to this purchase was 1.81%. The holding were 240,000 shares as of .

Firsthand Capital Management, Inc. initiated holding in Enphase Energy Inc. The purchase prices were between $18.3 and $34.83, with an estimated average price of $25.59. The stock is now traded at around $18.00. The impact to a portfolio due to this purchase was 1.4%. The holding were 155,000 shares as of .

Firsthand Capital Management, Inc. initiated holding in Zendesk Inc. The purchase prices were between $72.08 and $93.74, with an estimated average price of $82.5. The stock is now traded at around $69.84. The impact to a portfolio due to this purchase was 1.18%. The holding were 40,000 shares as of .

Firsthand Capital Management, Inc. initiated holding in Coupa Software Inc. The purchase prices were between $127.89 and $153.41, with an estimated average price of $138.4. The stock is now traded at around $128.74. The impact to a portfolio due to this purchase was 1.05%. The holding were 20,000 shares as of .

Firsthand Capital Management, Inc. initiated holding in Okta Inc. The purchase prices were between $97.06 and $140.53, with an estimated average price of $124.97. The stock is now traded at around $105.22. The impact to a portfolio due to this purchase was 0.8%. The holding were 20,000 shares as of .

Firsthand Capital Management, Inc. initiated holding in GW Pharmaceuticals PLC. The purchase prices were between $115.03 and $177.82, with an estimated average price of $152. The stock is now traded at around $109.04. The impact to a portfolio due to this purchase was 0.51%. The holding were 11,000 shares as of .

Firsthand Capital Management, Inc. added to a holding in SolarEdge Technologies Inc by 21.28%. The purchase prices were between $60.76 and $89.87, with an estimated average price of $74.48. The stock is now traded at around $79.90. The impact to a portfolio due to this purchase was 0.34%. The holding were 57,000 shares as of .

Firsthand Capital Management, Inc. added to a holding in Square Inc by 33.33%. The purchase prices were between $56.76 and $82.28, with an estimated average price of $67.93. The stock is now traded at around $64.41. The impact to a portfolio due to this purchase was 0.25%. The holding were 40,000 shares as of .

Firsthand Capital Management, Inc. sold out a holding in Tencent Holdings Ltd. The sale prices were between $40.58 and $47.35, with an estimated average price of $43.9.

Firsthand Capital Management, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $153.67 and $182.51, with an estimated average price of $171.94.

Firsthand Capital Management, Inc. sold out a holding in Corning Inc. The sale prices were between $27.07 and $34.12, with an estimated average price of $29.95.