SiVest Group

Firsthand Capital Management as of March 31, 2026

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