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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, DOMO, RKLB, and represent 44.96% of Firsthand Capital Management's stock portfolio.
Added to shares of these 10 stocks: AVGO, RKLB, SOFI, EQIX, TOST, HOOD, UPST, BWXT, DOMO, GEV.
Started 11 new stock positions in MPWR, AVGO, UPST, WOLF, CHPT, Orion Energy Sys, EQIX, BWXT, ACLLY, GEV. SMR.
Reduced shares in these 10 stocks: PLTR, DOCU, , MNDY, OKTA, PYPL, , NFLX, FSLY, ENVX.
Sold out of its positions in Chargepoint Holdings Inc Com Cl A, DOCU, ENVX, FSLY, OKTA, OESX, PYPL, POWI, RUN, TSLA. Wolfspeed, WDAY, MNDY.
Firsthand Capital Management was a net seller of stock by $-5.3M.
Firsthand Capital Management has $60M in assets under management (AUM), dropping by 7.23%.
Central Index Key (CIK): 0001476179

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Portfolio Holdings for Firsthand Capital Management

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roku Common Stock (ROKU)	12.6	$7.5M		75k	100.13	View chart
Palantir Technologies Common Stock (PLTR)	11.0	$6.6M	-34%	36k	182.42	View chart
Netflix Common Stock (NFLX)	9.1	$5.4M	-10%	4.5k	1198.92	View chart
Domo Common Stock (DOMO)	6.6	$4.0M	+8%	250k	15.84	View chart
Rocket Lab Corp Common Stock (RKLB)	5.6	$3.4M	+40%	70k	47.91	View chart
Oklo Common Stock (OKLO)	5.6	$3.3M		30k	111.63	View chart
Arista Networks Common Stock (ANET)	4.4	$2.6M		18k	145.71	View chart
Uber Technologies Common Stock (UBER)	4.1	$2.4M		25k	97.97	View chart
Toast Common Stock (TOST)	3.7	$2.2M	+50%	60k	36.51	View chart
Robinhood Markets Common Stock (HOOD)	3.6	$2.1M	+36%	15k	143.18	View chart
Sofi Technologies Common Stock (SOFI)	3.5	$2.1M	+60%	80k	26.42	View chart
Palo Alto Networks Common Stock (PANW)	3.4	$2.0M		10k	203.62	View chart
Broadcom Common Stock (AVGO)	2.8	$1.6M	NEW	5.0k	329.91	View chart
Mongodb Common Stock (MDB)	2.6	$1.6M		5.0k	310.38	View chart
Zscaler Common Stock (ZS)	2.5	$1.5M		5.0k	299.66	View chart
Bloom Energy Corp Common Stock (BE)	2.1	$1.3M		15k	84.57	View chart
Coherent Corp Common Stock (COHR)	1.8	$1.1M		10k	107.72	View chart
Quanta Services Common Stock (PWR)	1.5	$870k		2.1k	414.42	View chart
Aspen Aerogels Common Stock (ASPN)	1.5	$870k		125k	6.96	View chart
Equinix Common Stock (EQIX)	1.3	$783k	NEW	1.0k	783.24	View chart
Corning Common Stock (GLW)	0.9	$530k		6.5k	82.03	View chart
Upstart Holdings Common Stock (UPST)	0.9	$508k	NEW	10k	50.80	View chart
Abb Common Stock	0.8	$504k		7.0k	71.95	View chart
First Solar Common Stock (FSLR)	0.7	$441k		2.0k	220.53	View chart
On Semiconductor Corp Common Stock (ON)	0.7	$395k		8.0k	49.31	View chart
Chegg Common Stock (CHGG)	0.7	$393k		260k	1.51	View chart
Axcelis Technologies Common Stock (ACLS)	0.7	$391k		4.0k	97.64	View chart
Bwx Technologies Common Stock (BWXT)	0.6	$369k	NEW	2.0k	184.37	View chart
Coinbase Global Common Stock (COIN)	0.6	$338k		1.0k	337.49	View chart
Complete Solaria Common Stock (SPWR)	0.4	$264k	+50%	150k	1.76	View chart
Itron Common Stock (ITRI)	0.4	$249k		2.0k	124.56	View chart
Ge Vernova Common Stock (GEV)	0.4	$246k	NEW	400.00	614.90	View chart
Wolfspeed Common Stock (WOLF)	0.4	$210k	NEW	7.3k	28.60	View chart
Ormat Technologies Common Stock (ORA)	0.3	$193k		2.0k	96.25	View chart
Monolithic Power Systems Common Stock (MPWR)	0.3	$184k	NEW	200.00	920.64	View chart
Nuscale Power Corp Common Stock (SMR)	0.3	$180k	NEW	5.0k	36.00	View chart
Stmicroelectronics Nv Common Stock (STM)	0.2	$141k		5.0k	28.26	View chart
Koninklijke Philips Nv Common Stock (PHG)	0.2	$135k		5.0k	27.26	View chart
Honeywell International Common Stock (HON)	0.2	$122k		580.00	210.50	View chart
Coursera Common Stock (COUR)	0.2	$117k		10k	11.71	View chart
Solaredge Technologies Common Stock (SEDG)	0.2	$111k		3.0k	37.00	View chart
Enphase Energy Common Stock (ENPH)	0.2	$106k		3.0k	35.39	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$60k		1.0k	59.70	View chart
Arq Common Stock (ARQ)	0.1	$49k		6.8k	7.16	View chart
Chargepoint Holdings Common Stock (CHPT)	0.1	$33k	NEW	3.0k	10.92	View chart
Accelleron Industries Common Stock (ACLLY)	0.0	$29k	NEW	350.00	83.88	View chart
Orion Energy Systems Common Stock	0.0	$12k	NEW	1.4k	8.74	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 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
Firsthand Capital Management 2021 Q4 filed Feb. 15, 2022

View all past filings

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