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Firsthand Capital Management, Inc. 13F holdings

Filed 2026-08-14 · Firsthand Capital Management, Inc. · 54 positions · $62.6M

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TickerCompanySharesValue% of portfolio
ROKUROKU INC60.0K$8.3M13.2%
BEBLOOM ENERGY CORP25.0K$7.6M12.1%
RKLBROCKET LAB CORP60.0K$6.1M9.7%
COHRCOHERENT CORP10.0K$3.9M6.3%
OKLOOKLO INC60.0K$3.1M5.0%
VSATVIASAT INC30.0K$2.7M4.3%
—ASM INTERNATIONAL NV2.0K$2.3M3.7%
AVGOBROADCOM INC5.0K$1.9M3.0%
GLWCORNING INC6.5K$1.7M2.6%
PLTRPALANTIR TECHNOLOGIES INC13.0K$1.5M2.4%
PWRQUANTA SERVICES INC2.1K$1.5M2.4%
HOODROBINHOOD MARKETS INC15.0K$1.5M2.4%
FLYFIREFLY AEROSPACE INC50.0K$1.5M2.3%
SOFISOFI TECHNOLOGIES INC80.0K$1.4M2.3%
NFLXNETFLIX INC20.0K$1.4M2.3%
VOYGVOYAGER TECHNOLOGIES INC40.0K$1.3M2.1%
RDWREDWIRE CORP100.0K$1.2M2.0%
ANETARISTA NETWORKS INC5.0K$849,4001.4%
TOSTTOAST INC30.0K$834,6001.3%
PLPLANET LABS PBC25.0K$828,2501.3%
ASPNASPEN AEROGELS INC125.0K$792,5001.3%
HUCKDOMO INC250.0K$782,5001.3%
ABBNYABB LTD7.0K$760,9001.2%
ACLSAXCELIS TECHNOLOGIES INC4.0K$757,8001.2%
LUNRINTUITIVE MACHINES INC30.0K$641,7001.0%
ENPHENPHASE ENERGY INC13.0K$640,1201.0%
WMBWILLIAMS COS INC/THE8.0K$594,7201.0%
WOLFWOLFSPEED INC12.2K$590,9660.9%
ONON SEMICONDUCTOR CORP6.0K$567,2400.9%
BKSYBLACKSKY TECHNOLOGY INC20.0K$558,4000.9%
GEVGE VERNOVA INC400$469,9440.8%
SEDGSOLAREDGE TECHNOLOGIES INC8.0K$467,5200.7%
BWXTBWX TECHNOLOGIES INC2.0K$389,3000.6%
—TOTALENERGIES SE5.0K$388,8000.6%
STMSTMICROELECTRONICS NV5.0K$374,4500.6%
UBERUBER TECHNOLOGIES INC5.0K$360,8000.6%
MPWRMONOLITHIC POWER SYSTEMS INC200$276,4720.4%
CHGGCHEGG INC260.0K$262,6000.4%
FSLRFIRST SOLAR INC1.0K$235,9600.4%
ORAORMAT TECHNOLOGIES INC2.0K$217,8000.3%
ITRIITRON INC2.0K$173,0600.3%
COINCOINBASE GLOBAL INC1.0K$146,1900.2%
PHGKONINKLIJKE PHILIPS NV5.1K$139,9200.2%
SPWRSUNPOWER INC150.0K$103,0950.2%
CARRCARRIER GLOBAL CORP1.0K$73,3500.1%
HONHONEYWELL INTERNATIONAL INC290$64,9310.1%
HONAHONEYWELL AEROSPACE INC290$64,1130.1%
COURCOURSERA INC10.0K$56,4000.1%
SMRNUSCALE POWER CORP5.0K$50,1500.1%
—ACCELLERON INDUSTRIES AG350$35,5290.1%
CHPTCHARGEPOINT HOLDINGS INC3.0K$17,7300.0%
ARQARQ INC6.8K$17,3400.0%
—ORION ENERGY SYSTEMS INC1.4K$16,3660.0%
SOLSSOLSTICE ADVANCED MATERIALS INC145$12,8470.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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