Institutions / Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc.
CIK 1476179 · Institution · as of Dec 31, 2025
Portfolio value
$53.87M
Positions
47
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 47 →
| Company | Value | % of portfolio |
|---|---|---|
| Roku, Inc | $8.14M | 15.1% |
| Palantir Technologies Inc | $6.40M | 11.9% |
| Netflix Inc | $4.22M | 7.8% |
| Rocket Lab CorpRKLB | $4.19M | 7.8% |
| Arista Networks, Inc.ANET | $2.36M | 4.4% |
| Oklo Inc. | $2.15M | 4.0% |
| Toast, Inc. | $2.13M | 4.0% |
| Domo, Inc. | $2.11M | 3.9% |
| MongoDB, Inc. | $2.10M | 3.9% |
| SoFi Technologies, Inc. | $2.09M | 3.9% |
| Uber Technologies, Inc | $2.04M | 3.8% |
| Coherent Corp | $1.85M | 3.4% |
| Palo Alto Networks Inc | $1.84M | 3.4% |
| Broadcom Inc. | $1.73M | 3.2% |
| Robinhood Markets, Inc. | $1.70M | 3.1% |
| Zscaler, Inc. | $1.12M | 2.1% |
| Bloom Energy Corp | $1.04M | 1.9% |
| Quanta Services Inc | $886.3K | 1.6% |
| Corning Inc /Ny | $565.6K | 1.1% |
| Abb Ltd | $517.8K | 1.0% |
| Upstart Holdings, INC. | $437.3K | 0.8% |
| ON Semiconductor Corp | $433.2K | 0.8% |
| Aspen Aerogels Inc | $353.8K | 0.7% |
| BWX Technologies, Inc. | $345.7K | 0.6% |
| Axcelis Technologies Inc | $321.4K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.