Firsthand Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Firsthand Capital Management, Inc. held in its portfolio 47 assets valued at $53,865,687 (i.e. $53.87M).
The most valuable assets in the portfolio included: ROKU INC ($8.14M), PALANTIR TECHNOLOGIES INC ($6.40M), and NETFLIX INC ($4.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Firsthand Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ROKU INC | 75000 | 8136750 | Common Stock |
| PALANTIR TECHNOLOGIES INC | 36000 | 6399000 | Common Stock |
| NETFLIX INC | 45000 | 4219200 | Common Stock |
| ROCKET LAB CORP | 60000 | 4185600 | Common Stock |
| ARISTA NETWORKS INC | 18000 | 2358540 | Common Stock |
| OKLO INC | 30000 | 2152800 | Common Stock |
| TOAST INC | 60000 | 2130600 | Common Stock |
| DOMO INC | 250000 | 2107500 | Common Stock |
| MONGODB INC | 5000 | 2098450 | Common Stock |
| SOFI TECHNOLOGIES INC | 80000 | 2094400 | Common Stock |
| UBER TECHNOLOGIES INC | 25000 | 2042750 | Common Stock |
| COHERENT CORP | 10000 | 1845700 | Common Stock |
| PALO ALTO NETWORKS INC | 10000 | 1842000 | Common Stock |
| BROADCOM INC | 5000 | 1730500 | Common Stock |
| ROBINHOOD MARKETS INC | 15000 | 1696500 | Common Stock |
| ZSCALER INC | 5000 | 1124600 | Common Stock |
| BLOOM ENERGY CORP | 12000 | 1042680 | Common Stock |
| QUANTA SERVICES INC | 2100 | 886326 | Common Stock |
| CORNING INC | 6460 | 565638 | Common Stock |
| ABB LTD | 7000 | 517790 | Common Stock |
| UPSTART HOLDINGS INC | 10000 | 437300 | Common Stock |
| ON SEMICONDUCTOR CORP | 8000 | 433200 | Common Stock |
| ASPEN AEROGELS INC | 125000 | 353750 | Common Stock |
| BWX TECHNOLOGIES INC | 2000 | 345680 | Common Stock |
| AXCELIS TECHNOLOGIES INC | 4000 | 321360 | Common Stock |
| GE VERNOVA INC | 400 | 261428 | Common Stock |
| FIRST SOLAR INC | 1000 | 261230 | Common Stock |
| CHEGG INC | 260000 | 241800 | Common Stock |
| COMPLETE SOLARIA INC | 150000 | 235500 | Common Stock |
| COINBASE GLOBAL INC | 1000 | 226140 | Common Stock |
| ORMAT TECHNOLOGIES INC | 2000 | 220940 | Common Stock |
| ITRON INC | 2000 | 185720 | Common Stock |
| MONOLITHIC POWER SYSTEMS INC | 200 | 181272 | Common Stock |
| KONINKLIJKE PHILIPS NV | 4962 | 134371 | Common Stock |
| STMICROELECTRONICS NV | 5000 | 129700 | Common Stock |
| WOLFSPEED INC | 7350 | 127964 | Common Stock |
| HONEYWELL INTERNATIONAL INC | 580 | 113152 | Common Stock |
| ENPHASE ENERGY INC | 3000 | 96150 | Common Stock |
| SOLAREDGE TECHNOLOGIES INC | 3000 | 86550 | Common Stock |
| COURSERA INC | 10000 | 73600 | Common Stock |
| NUSCALE POWER CORP | 5000 | 70850 | Common Stock |
| CARRIER GLOBAL CORP | 1000 | 52840 | Common Stock |
| ACCELLERON INDUSTRIES AG | 350 | 27134 | Common Stock |
| ARQ INC | 6800 | 22236 | Common Stock |
| ORION ENERGY SYSTEMS INC | 1400 | 21532 | Common Stock |
| CHARGEPOINT HOLDINGS INC | 3000 | 19920 | Common Stock |
| SOLSTICE ADVANCED MATERIALS INC | 145 | 7044 | Common Stock |
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