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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, BE, RKLB, NFLX, COHR, and represent 44.88% of Firsthand Capital Management's stock portfolio.
Added to shares of these 3 stocks: BE, ASMIY, WOLF.
Started 1 new stock position in ASMIY.
Reduced shares in these 5 stocks: PLTR, NFLX, ROKU, UPST, ANET.
Sold out of its position in UPST.
Firsthand Capital Management was a net seller of stock by $-450k.
Firsthand Capital Management has $47M in assets under management (AUM), dropping by -12.96%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roku Common Stock (ROKU)	14.1	$6.6M	-6%	70k	94.62	View chart
Bloom Energy Corp Common Stock (BE)	9.2	$4.3M	+166%	32k	135.49	View chart
Rocket Lab Corp Common Stock (RKLB)	8.2	$3.9M		60k	64.22	View chart
Netflix Common Stock (NFLX)	8.2	$3.8M	-11%	40k	96.15	View chart
Coherent Corp Common Stock (COHR)	5.1	$2.4M		10k	238.21	View chart
Palantir Technologies Common Stock (PLTR)	4.1	$1.9M	-63%	13k	146.28	View chart
Asm International Nv Common Stock (ASMIY)	4.0	$1.9M	NEW	2.5k	753.88	View chart
Arista Networks Common Stock (ANET)	3.9	$1.8M	-16%	15k	122.78	View chart
Uber Technologies Common Stock (UBER)	3.8	$1.8M		25k	71.93	View chart
Palo Alto Networks Common Stock (PANW)	3.4	$1.6M		10k	160.32	View chart
Toast Common Stock (TOST)	3.4	$1.6M		60k	26.51	View chart
Broadcom Common Stock (AVGO)	3.3	$1.5M		5.0k	309.51	View chart
Oklo Common Stock (OKLO)	3.2	$1.5M		30k	49.59	View chart
Sofi Technologies Common Stock (SOFI)	2.7	$1.3M		80k	15.88	View chart
Mongodb Common Stock (MDB)	2.6	$1.2M		5.0k	244.77	View chart
Quanta Services Common Stock (PWR)	2.5	$1.2M		2.1k	549.02	View chart
Robinhood Markets Common Stock (HOOD)	2.2	$1.0M		15k	69.30	View chart
Corning Common Stock (GLW)	1.9	$878k		6.5k	135.97	View chart
Domo Common Stock (DOMO)	1.6	$765k		250k	3.06	View chart
Zscaler Common Stock (ZS)	1.5	$702k		5.0k	140.29	View chart
Abb Common Stock (ABBNY)	1.2	$563k		7.0k	80.48	View chart
On Semiconductor Corp Common Stock (ON)	1.1	$495k		8.0k	61.92	View chart
Aspen Aerogels Common Stock (ASPN)	0.9	$428k		125k	3.42	View chart
Bwx Technologies Common Stock (BWXT)	0.9	$409k		2.0k	204.49	View chart
Axcelis Technologies Common Stock (ACLS)	0.8	$372k		4.0k	93.08	View chart
Ge Vernova Common Stock (GEV)	0.7	$349k		400.00	872.90	View chart
Ormat Technologies Common Stock (ORA)	0.5	$224k		2.0k	111.92	View chart
Monolithic Power Systems Common Stock (MPWR)	0.5	$219k		200.00	1093.35	View chart
Wolfspeed Common Stock (WOLF)	0.4	$200k	+66%	12k	16.32	View chart
First Solar Common Stock (FSLR)	0.4	$197k		1.0k	197.26	View chart
Chegg Common Stock (CHGG)	0.4	$193k		260k	0.74	View chart
Sunpower Common Stock (SPWR)	0.4	$191k		150k	1.27	View chart
Itron Common Stock (ITRI)	0.4	$179k		2.0k	89.63	View chart
Coinbase Global Common Stock (COIN)	0.4	$175k		1.0k	174.61	View chart
Stmicroelectronics Nv Common Stock (STM)	0.4	$173k		5.0k	34.55	View chart
Solaredge Technologies Common Stock (SEDG)	0.3	$153k		3.0k	51.05	View chart
Koninklijke Philips Nv Common Stock (PHG)	0.3	$136k		5.0k	27.40	View chart
Honeywell International Common Stock (HON)	0.3	$131k		580.00	226.03	View chart
Enphase Energy Common Stock (ENPH)	0.2	$113k		3.0k	37.81	View chart
Coursera Common Stock (COUR)	0.1	$58k		10k	5.82	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$56k		1.0k	56.31	View chart
Nuscale Power Corp Common Stock (SMR)	0.1	$54k		5.0k	10.84	View chart
Accelleron Industries Common Stock (ACLLY)	0.1	$31k		350.00	89.42	View chart
Arq Common Stock (ARQ)	0.0	$17k		6.8k	2.56	View chart
Chargepoint Holdings Common Stock (CHPT)	0.0	$15k		3.0k	4.86	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$12k		1.4k	8.74	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.0	$11k		145.00	76.16	View chart

Past Filings by Firsthand Capital Management

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

Firsthand Capital Management 2026 Q1 filed May 14, 2026
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

View all past filings

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