Holdings
Firsthand Capital Management, Inc.
As of Jun 30, 2026, Firsthand Capital Management, Inc. reported 51 positions worth US$62M. Largest: Roku, Inc., Bloom Energy Corporation and Rocket Lab Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Roku, Inc. | 60,000 | US$8.29M | −10,000 | Jun 30, 2026 |
| Bloom Energy Corporation | 25,000 | US$7.57M | −7,000 | Jun 30, 2026 |
| Rocket Lab Corporation | 60,000 | US$6.1M | no change | Jun 30, 2026 |
| Coherent Corp. | 10,000 | US$3.94M | no change | Jun 30, 2026 |
| Oklo Inc. | 60,000 | US$3.14M | +30,000 | Jun 30, 2026 |
| Viasat, Inc. | 30,000 | US$2.69M | new | Jun 30, 2026 |
| Asm International N.v. | 2,000 | US$2.3M | −500 | Jun 30, 2026 |
| Broadcom Inc. | 5,000 | US$1.89M | no change | Jun 30, 2026 |
| Corning Incorporated | 6,460 | US$1.65M | no change | Jun 30, 2026 |
| Palantir Technologies Inc. | 13,000 | US$1.52M | no change | Jun 30, 2026 |