SiVest Group

Firsthand Capital Management as of June 30, 2026

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