Firsthand Capital Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$46.9M
Q ending 2026-03-31
Prior quarter
$53.9M
Q ending 2025-12-31
Change
-13.0% QoQ · +13.6% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Roku Inc | ROKU | Shares | $6.6M | 70K |
| Bloom Energy Corp | BE | Shares | $4.3M | 32K |
| Rocket Lab Corp | RKLB | Shares | $3.9M | 60K |
| Netflix Inc | NFLX | Shares | $3.8M | 40K |
| Coherent Corp | COHR | Shares | $2.4M | 10K |
| Palantir Technologies Inc | PLTR | Shares | $1.9M | 13K |
| Asm International Nv | Shares | $1.9M | 3K | |
| Arista Networks Inc | ANET | Shares | $1.8M | 15K |
| Uber Technologies Inc | UBER | Shares | $1.8M | 25K |
| Palo Alto Networks Inc | PANW | Shares | $1.6M | 10K |
| Toast Inc | TOST | Shares | $1.6M | 60K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| Oklo Inc | OKLO | Shares | $1.5M | 30K |
| Sofi Technologies Inc | SOFI | Shares | $1.3M | 80K |
| Mongodb Inc | MDB | Shares | $1.2M | 5K |
| Quanta Services Inc | PWR | Shares | $1.2M | 2K |
| Robinhood Markets Inc | HOOD | Shares | $1.0M | 15K |
| Corning Inc | GLW | Shares | $878K | 6K |
| Domo Inc | DOMO | Shares | $765K | 250K |
| Zscaler Inc | ZS | Shares | $701K | 5K |
| Abb Ltd | ABBNY | Shares | $563K | 7K |
| On Semiconductor Corp | ON | Shares | $495K | 8K |
| Aspen Aerogels Inc | ASPN | Shares | $428K | 125K |
| Bwx Technologies Inc | BWXT | Shares | $409K | 2K |
| Axcelis Technologies Inc | ACLS | Shares | $372K | 4K |
| Ge Vernova Inc | GEV | Shares | $349K | 400 |
| Ormat Technologies Inc | ORA | Shares | $224K | 2K |
| Monolithic Power Systems Inc | MPWR | Shares | $219K | 200 |
| Wolfspeed Inc | WOLF | Shares | $200K | 12K |
| First Solar Inc | FSLR | Shares | $197K | 1K |
| Chegg Inc | CHGG | Shares | $193K | 260K |
| Sunpower Inc | SPWR | Shares | $191K | 150K |
| Itron Inc | ITRI | Shares | $179K | 2K |
| Coinbase Global Inc | COIN | Shares | $175K | 1K |
| Stmicroelectronics Nv | STM | Shares | $173K | 5K |
| Solaredge Technologies Inc | SEDG | Shares | $153K | 3K |
| Koninklijke Philips Nv | PHG | Shares | $136K | 5K |
| Honeywell International Inc | HONGBP | Shares | $131K | 580 |
| Enphase Energy Inc | ENPH | Shares | $113K | 3K |
| Coursera Inc | COUR | Shares | $58K | 10K |
| Carrier Global Corp | CARR | Shares | $56K | 1K |
| Nuscale Power Corp | SMR | Shares | $54K | 5K |
| Accelleron Industries Ag | ACLLY | Shares | $31K | 350 |
| Arq Inc | ARQ | Shares | $17K | 7K |
| Chargepoint Holdings Inc | CHPT | Shares | $15K | 3K |
| Orion Energy Systems Inc | OESX | Shares | $12K | 1K |
| Solstice Advanced Materials Inc | SOLS | Shares | $11K | 145 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.