SiVest Group

Firsthand Capital Management as of Dec. 31, 2025

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