Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. reported 54 holdings worth US$62.6M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Firsthand Capital Management, Inc. reported 54 holdings worth US$62.6M as of Jun 30, 2026. Largest: Roku, Inc., Bloom Energy Corporation and Rocket Lab Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$62.6M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Roku, Inc. | 60,000 | US$8.29M | 13.2% |
| Bloom Energy Corporation | 25,000 | US$7.57M | 12.1% |
| Rocket Lab Corporation | 60,000 | US$6.1M | 9.7% |
| Coherent Corp. | 10,000 | US$3.94M | 6.3% |
| Oklo Inc. | 60,000 | US$3.14M | 5.0% |
| Viasat, Inc. | 30,000 | US$2.69M | 4.3% |
| Asm International N.v. | 2,000 | US$2.3M | 3.7% |
| Broadcom Inc. | 5,000 | US$1.89M | 3.0% |
| Corning Incorporated | 6,460 | US$1.65M | 2.6% |
| Palantir Technologies Inc. | 13,000 | US$1.52M | 2.4% |
| Quanta Services, Inc. | 2,100 | US$1.51M | 2.4% |
| Robinhood Markets, Inc. | 15,000 | US$1.5M | 2.4% |
| Firefly Aerospace Inc. | 50,000 | US$1.47M | 2.3% |
| Sofi Technologies, Inc. | 80,000 | US$1.43M | 2.3% |
| Netflix, Inc. | 20,000 | US$1.43M | 2.3% |
| Voyager Technologies, Inc. | 40,000 | US$1.29M | 2.1% |
| Redwire Corporation | 100K | US$1.22M | 2.0% |
| Arista Networks, Inc. | 5,000 | US$849K | 1.4% |
| Toast, Inc. | 30,000 | US$835K | 1.3% |
| Planet Labs Pbc | 25,000 | US$828K | 1.3% |
| Aspen Aerogels, Inc. | 125K | US$793K | 1.3% |
| Domo, Inc. | 250K | US$783K | 1.3% |
| Abb Ltd. | 7,000 | US$761K | 1.2% |
| Axcelis Technologies, Inc. | 4,000 | US$758K | 1.2% |
| Intuitive Machines, Inc. | 30,000 | US$642K | 1.0% |
| Enphase Energy, Inc. | 13,000 | US$640K | 1.0% |
| Williams Companies, Inc. (the) | 8,000 | US$595K | 0.95% |
| Wolfspeed, Inc. | 12,248 | US$591K | 0.94% |
| On Semiconductor Corporation | 6,000 | US$567K | 0.91% |
| Blacksky Technology Inc. | 20,000 | US$558K | 0.89% |
| Ge Vernova Inc. | 400 | US$470K | 0.75% |
| Solaredge Technologies, Inc. | 8,000 | US$468K | 0.75% |
| Bwx Technologies, Inc. | 2,000 | US$389K | 0.62% |
| Stmicroelectronics Nv | 5,000 | US$374K | 0.60% |
| Uber Technologies, Inc. | 5,000 | US$361K | 0.58% |
| Monolithic Power Systems, Inc. | 200 | US$276K | 0.44% |
| Chegg, Inc. | 260K | US$263K | 0.42% |
| First Solar, Inc. | 1,000 | US$236K | 0.38% |
| Ormat Technologies, Inc. | 2,000 | US$218K | 0.35% |
| Itron, Inc. | 2,000 | US$173K | 0.28% |
| Coinbase Global, Inc. | 1,000 | US$146K | 0.23% |
| Koninklijke Philips N.v. | 5,146 | US$140K | 0.22% |
| Sunpower Inc. | 150K | US$103K | 0.16% |
| Carrier Global Corporation | 1,000 | US$73,350 | 0.12% |
| Coursera, Inc. | 10,000 | US$56,400 | 0.09% |
| Nuscale Power Corporation | 5,000 | US$50,150 | 0.08% |
| Accelleron Industries Ag | 350 | US$35,529 | 0.06% |
| Chargepoint Holdings, Inc. | 3,000 | US$17,730 | 0.03% |
| Arq, Inc. | 6,800 | US$17,340 | 0.03% |
| Orion Energy Systems, Inc. | 1,400 | US$16,366 | 0.03% |
| Solstice Advanced Materials Inc. | 145 | US$12,847 | 0.02% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Mongodb, Inc. | 0 | US$0 | 0.00% |
| Zscaler Inc | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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