SiVest Group

Firsthand Capital Management as of Sept. 30, 2025

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