CIK 1476179
Firsthand Capital Management, Inc.
Institutional 13F holdings & portfolio
Holdings
47
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–47 of 47
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROKU | ROKU INC | 75K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 36K | $1M+ | SH |
| NFLX | NETFLIX INC | 45K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 60K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 18K | $1M+ | SH |
| OKLO | OKLO INC | 30K | $1M+ | SH |
| TOST | TOAST INC | 60K | $1M+ | SH |
| DOMO | DOMO INC | 250K | $1M+ | SH |
| MDB | MONGODB INC | 5K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 80K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 25K | $1M+ | SH |
| COHR | COHERENT CORP | 10K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| HOOD | ROBINHOOD MARKETS INC | 15K | $1M+ | SH |
| ZS | ZSCALER INC | 5K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 12K | $1M+ | SH |
| PWR | QUANTA SERVICES INC | 2K | $500K+ | SH |
| GLW | CORNING INC | 6K | $500K+ | SH |
| ABBNY | ABB LTD | 7K | $500K+ | SH |
| UPST | UPSTART HOLDINGS INC | 10K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR CORP | 8K | $100K–$500K | SH |
| ASPN | ASPEN AEROGELS INC | 125K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ACLS | AXCELIS TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 400 | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 1K | $100K–$500K | SH |
| CHGG | CHEGG INC | 260K | $100K–$500K | SH |
| SPWR | COMPLETE SOLARIA INC | 150K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ITRI | ITRON INC | 2K | $100K–$500K | SH |
| MPWR | MONOLITHIC POWER SYSTEMS INC | 200 | $100K–$500K | SH |
| PHG | KONINKLIJKE PHILIPS NV | 5K | $100K–$500K | SH |
| STM | STMICROELECTRONICS NV | 5K | $100K–$500K | SH |
| WOLF | WOLFSPEED INC | 7K | $100K–$500K | SH |
| HON | HONEYWELL INTERNATIONAL INC | 580 | $100K–$500K | SH |
| ENPH | ENPHASE ENERGY INC | 3K | $50K–$100K | SH |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 3K | $50K–$100K | SH |
| COUR | COURSERA INC | 10K | $50K–$100K | SH |
| SMR | NUSCALE POWER CORP | 5K | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORP | 1K | $50K–$100K | SH |
| — | ACCELLERON INDUSTRIES AG | 350 | $15K–$50K | SH |
| ARQ | ARQ INC | 7K | $15K–$50K | SH |
| OESX | ORION ENERGY SYSTEMS INC | 1K | $15K–$50K | SH |
| CHPT | CHARGEPOINT HOLDINGS INC | 3K | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | 145 | $1K–$15K | SH |