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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, COHR, OKLO, and represent 46.42% of Firsthand Capital Management's stock portfolio.
Added to shares of these 10 stocks: VSAT, OKLO, FLY, VOYG, RDW, PL, LUNR, WMB, BKSY, ENPH.
Started 11 new stock positions in PL, LUNR, VOYG, FLY, TTE, RDW, HONA, WMB, BKSY, HON. VSAT.
Reduced shares in these 10 stocks: BE, ANET, PANW, UBER, NFLX, ROKU, MDB, TOST, ZS, ASMIY.
Sold out of its positions in Honeywell International, MDB, PANW, ZS.
Firsthand Capital Management was a net seller of stock by $-1.2M.
Firsthand Capital Management has $63M in assets under management (AUM), dropping by 33.45%.
Central Index Key (CIK): 0001476179

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Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roku Common Stock (ROKU)	13.2	$8.3M	-14%	60k	138.14	View chart
Bloom Energy Corp Common Stock (BE)	12.1	$7.6M	-21%	25k	302.70	View chart
Rocket Lab Corp Common Stock (RKLB)	9.7	$6.1M		60k	101.65	View chart
Coherent Corp Common Stock (COHR)	6.3	$3.9M		10k	394.47	View chart
Oklo Common Stock (OKLO)	5.0	$3.1M	+100%	60k	52.33	View chart
Viasat Common Stock (VSAT)	4.3	$2.7M	NEW	30k	89.81	View chart
Asm International Nv Common Stock (ASMIY)	3.7	$2.3M	-20%	2.0k	1148.86	View chart
Broadcom Common Stock (AVGO)	3.0	$1.9M		5.0k	377.75	View chart
Corning Common Stock (GLW)	2.6	$1.7M		6.5k	255.43	View chart
Palantir Technologies Common Stock (PLTR)	2.4	$1.5M		13k	116.67	View chart
Quanta Services Common Stock (PWR)	2.4	$1.5M		2.1k	720.04	View chart
Robinhood Markets Common Stock (HOOD)	2.4	$1.5M		15k	100.28	View chart
Firefly Aerospace Common Stock (FLY)	2.3	$1.5M	NEW	50k	29.40	View chart
Sofi Technologies Common Stock (SOFI)	2.3	$1.4M		80k	17.93	View chart
Netflix Common Stock (NFLX)	2.3	$1.4M	-50%	20k	71.40	View chart
Voyager Technologies Common Stock (VOYG)	2.1	$1.3M	NEW	40k	32.25	View chart
Redwire Corp Common Stock (RDW)	2.0	$1.2M	NEW	100k	12.23	View chart
Arista Networks Common Stock (ANET)	1.4	$849k	-66%	5.0k	169.88	View chart
Toast Common Stock (TOST)	1.3	$835k	-50%	30k	27.82	View chart
Planet Labs Pbc Common Stock (PL)	1.3	$828k	NEW	25k	33.13	View chart
Aspen Aerogels Common Stock (ASPN)	1.3	$793k		125k	6.34	View chart
Domo Common Stock (DOMO)	1.3	$783k		250k	3.13	View chart
Abb Common Stock (ABBNY)	1.2	$761k		7.0k	108.70	View chart
Axcelis Technologies Common Stock (ACLS)	1.2	$758k		4.0k	189.45	View chart
Intuitive Machines Common Stock (LUNR)	1.0	$642k	NEW	30k	21.39	View chart
Enphase Energy Common Stock (ENPH)	1.0	$640k	+333%	13k	49.24	View chart
Williams Cos Inc/the Common Stock (WMB)	1.0	$595k	NEW	8.0k	74.34	View chart
Wolfspeed Common Stock (WOLF)	0.9	$591k		12k	48.25	View chart
On Semiconductor Corp Common Stock (ON)	0.9	$567k	-25%	6.0k	94.54	View chart
Blacksky Technology Common Stock (BKSY)	0.9	$558k	NEW	20k	27.92	View chart
Ge Vernova Common Stock (GEV)	0.8	$470k		400.00	1174.86	View chart
Solaredge Technologies Common Stock (SEDG)	0.7	$468k	+166%	8.0k	58.44	View chart
Bwx Technologies Common Stock (BWXT)	0.6	$389k		2.0k	194.65	View chart
Totalenergies Se Common Stock (TTE)	0.6	$389k	NEW	5.0k	77.76	View chart
Stmicroelectronics Nv Common Stock (STM)	0.6	$375k		5.0k	74.89	View chart
Uber Technologies Common Stock (UBER)	0.6	$361k	-80%	5.0k	72.16	View chart
Monolithic Power Systems Common Stock (MPWR)	0.4	$277k		200.00	1382.36	View chart
Chegg Common Stock (CHGG)	0.4	$263k		260k	1.01	View chart
First Solar Common Stock (FSLR)	0.4	$236k		1.0k	235.96	View chart
Ormat Technologies Common Stock (ORA)	0.3	$218k		2.0k	108.90	View chart
Itron Common Stock (ITRI)	0.3	$173k		2.0k	86.53	View chart
Coinbase Global Common Stock (COIN)	0.2	$146k		1.0k	146.19	View chart
Koninklijke Philips Nv Common Stock (PHG)	0.2	$140k	+3%	5.1k	27.19	View chart
Sunpower Common Stock (SPWR)	0.2	$103k		150k	0.69	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$73k		1.0k	73.35	View chart
Honeywell International Common Stock (HON)	0.1	$65k	NEW	290.00	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$64k	NEW	290.00	221.08	View chart
Coursera Common Stock (COUR)	0.1	$56k		10k	5.64	View chart
Nuscale Power Corp Common Stock (SMR)	0.1	$50k		5.0k	10.03	View chart
Accelleron Industries Common Stock (ACLLY)	0.1	$36k		350.00	101.51	View chart
Chargepoint Holdings Common Stock (CHPT)	0.0	$18k		3.0k	5.91	View chart
Arq Common Stock (ARQ)	0.0	$17k		6.8k	2.55	View chart
Orion Energy Systems Common Stock (OESX)	0.0	$16k		1.4k	11.69	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.0	$13k		145.00	88.60	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 Q2 filed Aug. 14, 2026
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

View all past filings

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