Firsthand Capital Management, Inc. — 13F Holdings & Portfolio
CIK 1476179 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$46.9M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −1 / ↑19 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$3.3M +315.8%
- COHERENT CORP$536.4K +29.1%
- CORNING INC$312.7K +55.3%
- QUANTA SERVICES INC$266.6K +30.1%
- GE VERNOVA INC$87.7K +33.6%
Top Trims
- PALANTIR TECHNOLOGIES INC-$4.5M -70.3%
- ROKU INC-$1.5M -18.6%
- DOMO INC-$1.3M -63.7%
- MONGODB INC-$874.6K -41.7%
- SOFI TECHNOLOGIES INC-$824.0K -39.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ROKU INC | ROKU | 77543R102 | $6.6M | 14.13% | 70,000 | SH |
| 2 | BLOOM ENERGY CORP | BE | 093712107 | $4.3M | 9.25% | 32,000 | SH |
| 3 | ROCKET LAB CORP | RKLB | 773121108 | $3.9M | 8.22% | 60,000 | SH |
| 4 | NETFLIX INC | NFLX | 64110L106 | $3.8M | 8.20% | 40,000 | SH |
| 5 | COHERENT CORP | COHR | 19247G107 | $2.4M | 5.08% | 10,000 | SH |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.9M | 4.06% | 13,000 | SH |
| 7 | ASM INTERNATIONAL NV | ASMIY | N07045102 | $1.9M | 4.02% | 2,500 | SH |
| 8 | ARISTA NETWORKS INC | ANET | 040413205 | $1.8M | 3.93% | 15,000 | SH |
| 9 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.8M | 3.84% | 25,000 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.6M | 3.42% | 10,000 | SH |
| 11 | TOAST INC | TOST | 888787108 | $1.6M | 3.39% | 60,000 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 3.30% | 5,000 | SH |
| 13 | OKLO INC | OKLO | 02156V109 | $1.5M | 3.17% | 30,000 | SH |
| 14 | SOFI TECHNOLOGIES INC | SOFI | 83406F102 | $1.3M | 2.71% | 80,000 | SH |
| 15 | MONGODB INC | MDB | 60937P106 | $1.2M | 2.61% | 5,000 | SH |
| 16 | QUANTA SERVICES INC | PWR | 74762E102 | $1.2M | 2.46% | 2,100 | SH |
| 17 | ROBINHOOD MARKETS INC | HOOD | 770700102 | $1.0M | 2.22% | 15,000 | SH |
| 18 | CORNING INC | GLW | 219350105 | $878.4K | 1.87% | 6,460 | SH |
| 19 | DOMO INC | DOMO | 257554105 | $765.0K | 1.63% | 250,000 | SH |
| 20 | ZSCALER INC | ZS | 98980G102 | $701.5K | 1.50% | 5,000 | SH |
| 21 | ABB LTD | ABBNY | 000375204 | $563.4K | 1.20% | 7,000 | SH |
| 22 | ON SEMICONDUCTOR CORP | ON | 682189105 | $495.4K | 1.06% | 8,000 | SH |
| 23 | ASPEN AEROGELS INC | ASPN | 04523Y105 | $427.5K | 0.91% | 125,000 | SH |
| 24 | BWX TECHNOLOGIES INC | BWXT | 05605H100 | $409.0K | 0.87% | 2,000 | SH |
| 25 | AXCELIS TECHNOLOGIES INC | ACLS | 054540208 | $372.3K | 0.79% | 4,000 | SH |
| 26 | GE VERNOVA INC | GEV | 36828A101 | $349.2K | 0.74% | 400 | SH |
| 27 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $223.8K | 0.48% | 2,000 | SH |
| 28 | MONOLITHIC POWER SYSTEMS INC | MPWR | 609839105 | $218.7K | 0.47% | 200 | SH |
| 29 | WOLFSPEED INC | WOLF | 97785W106 | $199.9K | 0.43% | 12,248 | SH |
| 30 | FIRST SOLAR INC | FSLR | 336433107 | $197.3K | 0.42% | 1,000 | SH |
| 31 | CHEGG INC | CHGG | 163092109 | $192.7K | 0.41% | 260,000 | SH |
| 32 | SUNPOWER INC | SPWR | 20460L104 | $190.5K | 0.41% | 150,000 | SH |
| 33 | ITRON INC | ITRI | 465741106 | $179.3K | 0.38% | 2,000 | SH |
| 34 | COINBASE GLOBAL INC | COIN | 19260Q107 | $174.6K | 0.37% | 1,000 | SH |
| 35 | STMICROELECTRONICS NV | STM | 861012102 | $172.8K | 0.37% | 5,000 | SH |
| 36 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417M104 | $153.2K | 0.33% | 3,000 | SH |
| 37 | KONINKLIJKE PHILIPS NV | PHG | 500472303 | $136.0K | 0.29% | 4,962 | SH |
| 38 | HONEYWELL INTERNATIONAL INC | HON | 438516106 | $131.1K | 0.28% | 580 | SH |
| 39 | ENPHASE ENERGY INC | ENPH | 29355A107 | $113.4K | 0.24% | 3,000 | SH |
| 40 | COURSERA INC | COUR | 22266M104 | $58.2K | 0.12% | 10,000 | SH |
| 41 | CARRIER GLOBAL CORP | CARR | 14448C104 | $56.3K | 0.12% | 1,000 | SH |
| 42 | NUSCALE POWER CORP | SMR | 67079K100 | $54.2K | 0.12% | 5,000 | SH |
| 43 | ACCELLERON INDUSTRIES AG | ACLIF | 00449R109 | $31.3K | 0.07% | 350 | SH |
| 44 | ARQ INC | ARQ | 00770C101 | $17.4K | 0.04% | 6,800 | SH |
| 45 | CHARGEPOINT HOLDINGS INC | CHPT | 15961R303 | $14.6K | 0.03% | 3,000 | SH |
| 46 | ORION ENERGY SYSTEMS INC | OESX | 686275207 | $12.2K | 0.03% | 1,400 | SH |
| 47 | SOLSTICE ADVANCED MATERIALS INC | SOLS | 83443Q103 | $11.0K | 0.02% | 145 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $46.9M | 47 | 0001398344-26-009198 |
| 2025-12-31 | 2026-02-13 | $53.9M | 47 | 0001398344-26-003016 |
| 2025-09-30 | 2025-11-14 | $59.6M | 49 | 0001398344-25-020982 |