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SiVest Group

Latest statistics and disclosures from Firsthand Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ROKU, PLTR, NFLX, RKLB, ANET, and represent 46.97% of Firsthand Capital Management's stock portfolio.
Added to shares of these 4 stocks: NFLX, ABBNY, SOLS, WOLF.
Started 2 new stock positions in SOLS, ABBNY.
Reduced shares in these 5 stocks: EQIX, RKLB, Abb, FSLR, BE.
Sold out of its positions in Abb, EQIX.
Firsthand Capital Management was a net buyer of stock by $1.8M.
Firsthand Capital Management has $54M in assets under management (AUM), dropping by -9.58%.
Central Index Key (CIK): 0001476179

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Positions held by SiVest Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roku Common Stock (ROKU)	15.1	$8.1M		75k	108.49	View chart
Palantir Technologies Common Stock (PLTR)	11.9	$6.4M		36k	177.75	View chart
Netflix Common Stock (NFLX)	7.8	$4.2M	+900%	45k	93.76	View chart
Rocket Lab Corp Common Stock (RKLB)	7.8	$4.2M	-14%	60k	69.76	View chart
Arista Networks Common Stock (ANET)	4.4	$2.4M		18k	131.03	View chart
Oklo Common Stock (OKLO)	4.0	$2.2M		30k	71.76	View chart
Toast Common Stock (TOST)	4.0	$2.1M		60k	35.51	View chart
Domo Common Stock (DOMO)	3.9	$2.1M		250k	8.43	View chart
Mongodb Common Stock (MDB)	3.9	$2.1M		5.0k	419.69	View chart
Sofi Technologies Common Stock (SOFI)	3.9	$2.1M		80k	26.18	View chart
Uber Technologies Common Stock (UBER)	3.8	$2.0M		25k	81.71	View chart
Coherent Corp Common Stock (COHR)	3.4	$1.8M		10k	184.57	View chart
Palo Alto Networks Common Stock (PANW)	3.4	$1.8M		10k	184.20	View chart
Broadcom Common Stock (AVGO)	3.2	$1.7M		5.0k	346.10	View chart
Robinhood Markets Common Stock (HOOD)	3.1	$1.7M		15k	113.10	View chart
Zscaler Common Stock (ZS)	2.1	$1.1M		5.0k	224.92	View chart
Bloom Energy Corp Common Stock (BE)	1.9	$1.0M	-20%	12k	86.89	View chart
Quanta Services Common Stock (PWR)	1.6	$886k		2.1k	422.06	View chart
Corning Common Stock (GLW)	1.1	$566k		6.5k	87.56	View chart
Abb Common Stock (ABBNY)	1.0	$518k	NEW	7.0k	73.97	View chart
Upstart Holdings Common Stock (UPST)	0.8	$437k		10k	43.73	View chart
On Semiconductor Corp Common Stock (ON)	0.8	$433k		8.0k	54.15	View chart
Aspen Aerogels Common Stock (ASPN)	0.7	$354k		125k	2.83	View chart
Bwx Technologies Common Stock (BWXT)	0.6	$346k		2.0k	172.84	View chart
Axcelis Technologies Common Stock (ACLS)	0.6	$321k		4.0k	80.34	View chart
Ge Vernova Common Stock (GEV)	0.5	$261k		400.00	653.57	View chart
First Solar Common Stock (FSLR)	0.5	$261k	-50%	1.0k	261.23	View chart
Chegg Common Stock (CHGG)	0.4	$242k		260k	0.93	View chart
Complete Solaria Common Stock (SPWR)	0.4	$236k		150k	1.57	View chart
Coinbase Global Common Stock (COIN)	0.4	$226k		1.0k	226.14	View chart
Ormat Technologies Common Stock (ORA)	0.4	$221k		2.0k	110.47	View chart
Itron Common Stock (ITRI)	0.3	$186k		2.0k	92.86	View chart
Monolithic Power Systems Common Stock (MPWR)	0.3	$181k		200.00	906.36	View chart
Koninklijke Philips Nv Common Stock (PHG)	0.2	$134k		5.0k	27.08	View chart
Stmicroelectronics Nv Common Stock (STM)	0.2	$130k		5.0k	25.94	View chart
Wolfspeed Common Stock (WOLF)	0.2	$128k		7.4k	17.41	View chart
Honeywell International Common Stock (HON)	0.2	$113k		580.00	195.09	View chart
Enphase Energy Common Stock (ENPH)	0.2	$96k		3.0k	32.05	View chart
Solaredge Technologies Common Stock (SEDG)	0.2	$87k		3.0k	28.85	View chart
Coursera Common Stock (COUR)	0.1	$74k		10k	7.36	View chart
Nuscale Power Corp Common Stock (SMR)	0.1	$71k		5.0k	14.17	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$53k		1.0k	52.84	View chart
Accelleron Industries Common Stock (ACLLY)	0.1	$27k		350.00	77.53	View chart
Arq Common Stock (ARQ)	0.0	$22k		6.8k	3.27	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$22k		1.4k	15.38	View chart
Chargepoint Holdings Common Stock (CHPT)	0.0	$20k		3.0k	6.64	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.0	$7.0k	NEW	145.00	48.58	View chart

Past Filings by Firsthand Capital Management

SEC 13F filings are viewable for Firsthand Capital Management going back to 2010

Firsthand Capital Management 2025 Q4 filed Feb. 13, 2026
Firsthand Capital Management 2025 Q3 filed Nov. 14, 2025
Firsthand Capital Management 2025 Q2 filed Aug. 15, 2025
Firsthand Capital Management 2025 Q1 filed May 15, 2025
Firsthand Capital Management 2024 Q4 filed Feb. 14, 2025
Firsthand Capital Management 2024 Q3 filed Nov. 14, 2024
Firsthand Capital Management 2024 Q2 filed Aug. 15, 2024
Firsthand Capital Management 2024 Q1 filed May 15, 2024
Firsthand Capital Management 2023 Q4 filed Feb. 14, 2024
Firsthand Capital Management 2023 Q3 filed Nov. 14, 2023
Firsthand Capital Management 2023 Q2 filed Aug. 14, 2023
Firsthand Capital Management 2023 Q1 filed May 18, 2023
Firsthand Capital Management 2022 Q4 filed Feb. 14, 2023
Firsthand Capital Management 2022 Q3 filed Nov. 14, 2022
Firsthand Capital Management 2022 Q2 filed Aug. 15, 2022
Firsthand Capital Management 2022 Q1 filed May 13, 2022

View all past filings

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