Firsthand Capital Management, Inc.
Q2 2026 13F filing
Updated 27 days ago54 disclosed positions worth $62.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R ROKU ROKU INC | $8.3M | 60.0K | 13.25% | — |
| 2 | B BE BLOOM ENERGY CORP | $7.6M | 25.0K | 12.10% | — |
| 3 | R RKLB ROCKET LAB CORP | $6.1M | 60.0K | 9.75% | — |
| 4 | C COHR COHERENT CORP | $3.9M | 10.0K | 6.31% | — |
| 5 | O OVV OKLO INC | $3.1M | 60.0K | 5.02% | — |
| 6 | V VSAT VIASAT INC | $2.7M | 30.0K | 4.31% | — |
| 7 | ? N/A ASM INTERNATIONAL NV | $2.3M | 2.0K | 3.67% | — |
| 8 | A AVGO BROADCOM INC | $1.9M | 5.0K | 3.02% | — |
| 9 | G GLW CORNING INC | $1.7M | 6.5K | 2.64% | — |
| 10 | P PLTR PALANTIR TECHNOLOGIES INC | $1.5M | 13.0K | 2.42% | — |
| 11 | P PWR QUANTA SERVICES INC | $1.5M | 2.1K | 2.42% | — |
| 12 | H HOOD ROBINHOOD MARKETS INC | $1.5M | 15.0K | 2.40% | — |
| 13 | F FLY FIREFLY AEROSPACE INC | $1.5M | 50.0K | 2.35% | — |
| 14 | S SOFI SOFI TECHNOLOGIES INC | $1.4M | 80.0K | 2.29% | — |
| 15 | N NFLX NETFLIX INC | $1.4M | 20.0K | 2.28% | — |
| 16 | V VKQ VOYAGER TECHNOLOGIES INC | $1.3M | 40.0K | 2.06% | — |
| 17 | R RDW REDWIRE CORP | $1.2M | 100.0K | 1.95% | — |
| 18 | A ANET ARISTA NETWORKS INC | $849K | 5.0K | 1.36% | — |
| 19 | T TOST TOAST INC | $835K | 30.0K | 1.33% | — |
| 20 | P PL PLANET LABS PBC | $828K | 25.0K | 1.32% | — |
| 21 | A ASPN ASPEN AEROGELS INC | $793K | 125.0K | 1.27% | — |
| 22 | ? N/A DOMO INC | $783K | 250.0K | 1.25% | — |
| 23 | A ABBNY ABB LTD | $761K | 7.0K | 1.22% | — |
| 24 | A ACLS AXCELIS TECHNOLOGIES INC | $758K | 4.0K | 1.21% | — |
| 25 | V VBF INTUITIVE MACHINES INC | $642K | 30.0K | 1.03% | — |
| 26 | E ENPH ENPHASE ENERGY INC | $640K | 13.0K | 1.02% | — |
| 27 | F FBTC WILLIAMS COS INC/THE | $595K | 8.0K | 0.95% | — |
| 28 | ? N/A WOLFSPEED INC | $591K | 12.2K | 0.94% | — |
| 29 | O ON ON SEMICONDUCTOR CORP | $567K | 6.0K | 0.91% | — |
| 30 | B BKSY-WT BLACKSKY TECHNOLOGY INC | $558K | 20.0K | 0.89% | — |
| 31 | G GEV GE VERNOVA INC | $470K | 400 | 0.75% | — |
| 32 | S SEDG SOLAREDGE TECHNOLOGIES INC | $468K | 8.0K | 0.75% | — |
| 33 | B BWXT BWX TECHNOLOGIES INC | $389K | 2.0K | 0.62% | — |
| 34 | T TTE TOTALENERGIES SE | $389K | 5.0K | 0.62% | — |
| 35 | S STMEF STMICROELECTRONICS NV | $374K | 5.0K | 0.60% | — |
| 36 | U UBER UBER TECHNOLOGIES INC | $361K | 5.0K | 0.58% | — |
| 37 | M MPWR MONOLITHIC POWER SYSTEMS INC | $276K | 200 | 0.44% | — |
| 38 | C CRL CHEGG INC | $263K | 260.0K | 0.42% | — |
| 39 | F FSLR FIRST SOLAR INC | $236K | 1.0K | 0.38% | — |
| 40 | O ORA ORMAT TECHNOLOGIES INC | $218K | 2.0K | 0.35% | — |
| 41 | I ITRI ITRON INC | $173K | 2.0K | 0.28% | — |
| 42 | C COIN COINBASE GLOBAL INC | $146K | 1.0K | 0.23% | — |
| 43 | R RYLPF KONINKLIJKE PHILIPS NV | $140K | 5.1K | 0.22% | — |
| 44 | S SPWRW SUNPOWER INC | $103K | 150.0K | 0.16% | — |
| 45 | C CARR CARRIER GLOBAL CORP | $73K | 1.0K | 0.12% | — |
| 46 | H HON HONEYWELL INTERNATIONAL INC | $65K | 290 | 0.10% | — |
| 47 | H HONA HONEYWELL AEROSPACE INC | $64K | 290 | 0.10% | — |
| 48 | C COUR COURSERA INC | $56K | 10.0K | 0.09% | — |
| 49 | S SMR NUSCALE POWER CORP | $50K | 5.0K | 0.08% | — |
| 50 | ? N/A ACCELLERON INDUSTRIES AG | $36K | 350 | 0.06% | — |