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Firsthand Capital Management, Inc.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $62,562,405
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ROKU INC · Common Stock · 77543R102 · shares: $8,288,400
- BLOOM ENERGY CORP · Common Stock · 093712107 · shares: $7,567,500
- ROCKET LAB CORP · Common Stock · 773121108 · shares: $6,099,000
- COHERENT CORP · Common Stock · 19247G107 · shares: $3,944,700
- OKLO INC · Common Stock · 02156V109 · shares: $3,139,800
- VIASAT INC · Common Stock · 92552V100 · shares: $2,694,300
- ASM INTERNATIONAL NV · Common Stock · N07045102 · shares: $2,297,720
- BROADCOM INC · Common Stock · 11135F101 · shares: $1,888,750
- CORNING INC · Common Stock · 219350105 · shares: $1,650,078
- PALANTIR TECHNOLOGIES INC · Common Stock · 69608A108 · shares: $1,516,710
Reported holdings
54 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ROKU INC | Common Stock | 77543R102 | — | 60,000 shares | $8,288,400 |
| BLOOM ENERGY CORP | Common Stock | 093712107 | — | 25,000 shares | $7,567,500 |
| ROCKET LAB CORP | Common Stock | 773121108 | — | 60,000 shares | $6,099,000 |
| COHERENT CORP | Common Stock | 19247G107 | — | 10,000 shares | $3,944,700 |
| OKLO INC | Common Stock | 02156V109 | — | 60,000 shares | $3,139,800 |
| VIASAT INC | Common Stock | 92552V100 | — | 30,000 shares | $2,694,300 |
| ASM INTERNATIONAL NV | Common Stock | N07045102 | — | 2,000 shares | $2,297,720 |
| BROADCOM INC | Common Stock | 11135F101 | — | 5,000 shares | $1,888,750 |
| CORNING INC | Common Stock | 219350105 | — | 6,460 shares | $1,650,078 |
| PALANTIR TECHNOLOGIES INC | Common Stock | 69608A108 | — | 13,000 shares | $1,516,710 |
| QUANTA SERVICES INC | Common Stock | 74762E102 | — | 2,100 shares | $1,512,084 |
| ROBINHOOD MARKETS INC | Common Stock | 770700102 | — | 15,000 shares | $1,504,200 |
| FIREFLY AEROSPACE INC | Common Stock | 31816X106 | — | 50,000 shares | $1,470,000 |
| SOFI TECHNOLOGIES INC | Common Stock | 83406F102 | — | 80,000 shares | $1,434,400 |
| NETFLIX INC | Common Stock | 64110L106 | — | 20,000 shares | $1,428,000 |
| VOYAGER TECHNOLOGIES INC | Common Stock | 92892B103 | — | 40,000 shares | $1,290,000 |
| REDWIRE CORP | Common Stock | 75776W103 | — | 100,000 shares | $1,223,000 |
| ARISTA NETWORKS INC | Common Stock | 040413205 | — | 5,000 shares | $849,400 |
| TOAST INC | Common Stock | 888787108 | — | 30,000 shares | $834,600 |
| PLANET LABS PBC | Common Stock | 72703X106 | — | 25,000 shares | $828,250 |
| ASPEN AEROGELS INC | Common Stock | 04523Y105 | — | 125,000 shares | $792,500 |
| DOMO INC | Common Stock | 257554105 | — | 250,000 shares | $782,500 |
| ABB LTD | Common Stock | 000375204 | — | 7,000 shares | $760,900 |
| AXCELIS TECHNOLOGIES INC | Common Stock | 054540208 | — | 4,000 shares | $757,800 |
| INTUITIVE MACHINES INC | Common Stock | 46125A100 | — | 30,000 shares | $641,700 |
| ENPHASE ENERGY INC | Common Stock | 29355A107 | — | 13,000 shares | $640,120 |
| WILLIAMS COS INC/THE | Common Stock | 969457100 | — | 8,000 shares | $594,720 |
| WOLFSPEED INC | Common Stock | 97785W106 | — | 12,248 shares | $590,966 |
| ON SEMICONDUCTOR CORP | Common Stock | 682189105 | — | 6,000 shares | $567,240 |
| BLACKSKY TECHNOLOGY INC | Common Stock | 09263B207 | — | 20,000 shares | $558,400 |
| GE VERNOVA INC | Common Stock | 36828A101 | — | 400 shares | $469,944 |
| SOLAREDGE TECHNOLOGIES INC | Common Stock | 83417M104 | — | 8,000 shares | $467,520 |
| BWX TECHNOLOGIES INC | Common Stock | 05605H100 | — | 2,000 shares | $389,300 |
| TOTALENERGIES SE | Common Stock | F92124100 | — | 5,000 shares | $388,800 |
| STMICROELECTRONICS NV | Common Stock | 861012102 | — | 5,000 shares | $374,450 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 | — | 5,000 shares | $360,800 |
| MONOLITHIC POWER SYSTEMS INC | Common Stock | 609839105 | — | 200 shares | $276,472 |
| CHEGG INC | Common Stock | 163092109 | — | 260,000 shares | $262,600 |
| FIRST SOLAR INC | Common Stock | 336433107 | — | 1,000 shares | $235,960 |
| ORMAT TECHNOLOGIES INC | Common Stock | 686688102 | — | 2,000 shares | $217,800 |
| ITRON INC | Common Stock | 465741106 | — | 2,000 shares | $173,060 |
| COINBASE GLOBAL INC | Common Stock | 19260Q107 | — | 1,000 shares | $146,190 |
| KONINKLIJKE PHILIPS NV | Common Stock | 500472303 | — | 5,146 shares | $139,920 |
| SUNPOWER INC | Common Stock | 20460L104 | — | 150,000 shares | $103,095 |
| CARRIER GLOBAL CORP | Common Stock | 14448C104 | — | 1,000 shares | $73,350 |
| HONEYWELL INTERNATIONAL INC | Common Stock | 438516205 | — | 290 shares | $64,931 |
| HONEYWELL AEROSPACE INC | Common Stock | 43849R105 | — | 290 shares | $64,113 |
| COURSERA INC | Common Stock | 22266M104 | — | 10,000 shares | $56,400 |
| NUSCALE POWER CORP | Common Stock | 67079K100 | — | 5,000 shares | $50,150 |
| ACCELLERON INDUSTRIES AG | Common Stock | 00449R109 | — | 350 shares | $35,529 |
| CHARGEPOINT HOLDINGS INC | Common Stock | 15961R303 | — | 3,000 shares | $17,730 |
| ARQ INC | Common Stock | 00770C101 | — | 6,800 shares | $17,340 |
| ORION ENERGY SYSTEMS INC | Common Stock | 686275207 | — | 1,400 shares | $16,366 |
| SOLSTICE ADVANCED MATERIALS INC | Common Stock | 83443Q103 | — | 145 shares | $12,847 |