Institutions / Firsthand Capital Management, Inc. / Holdings
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Firsthand Capital Management, Inc.

All holdings · as of Dec 31, 2025

47 positions

CompanyClassValueShares% of portfolio
ROKU, INC—$8.14M75,00015.1%
Palantir Technologies Inc—$6.40M36,00011.9%
Netflix Inc—$4.22M45,0007.8%
Rocket Lab CorpRKLBCommon Stock$4.19M60,0007.8%
Arista Networks, Inc.ANETCommon Stock$2.36M18,0004.4%
Oklo Inc.—$2.15M30,0004.0%
Toast, Inc.—$2.13M60,0004.0%
DOMO, INC.—$2.11M250,0003.9%
MongoDB, Inc.—$2.10M5,0003.9%
SoFi Technologies, Inc.—$2.09M80,0003.9%
Uber Technologies, Inc—$2.04M25,0003.8%
COHERENT CORP—$1.85M10,0003.4%
Palo Alto Networks Inc—$1.84M10,0003.4%
Broadcom Inc.—$1.73M5,0003.2%
Robinhood Markets, Inc.—$1.70M15,0003.1%
Zscaler, Inc.—$1.12M5,0002.1%
Bloom Energy Corp—$1.04M12,0001.9%
Quanta Services Inc—$886.3K2,1001.6%
CORNING INC /NY—$565.6K6,4601.1%
ABB LTD—$517.8K7,0001.0%
Upstart Holdings, INC.—$437.3K10,0000.8%
ON Semiconductor Corp—$433.2K8,0000.8%
ASPEN AEROGELS INC—$353.8K125,0000.7%
BWX Technologies, Inc.—$345.7K2,0000.6%
AXCELIS TECHNOLOGIES INC—$321.4K4,0000.6%
GE Vernova Inc.—$261.4K4000.5%
First Solar Inc—$261.2K1,0000.5%
CHEGG, INC—$241.8K260,0000.4%
SunPower Inc.SPWRCommon Stock$235.5K150,0000.4%
Coinbase Global, Inc.—$226.1K1,0000.4%
Ormat Technologies Inc—$220.9K2,0000.4%
ITRON, INC.—$185.7K2,0000.3%
Monolithic Power Systems Inc—$181.3K2000.3%
KONINKLIJKE PHILIPS NV—$134.4K4,9620.2%
STMICROELECTRONICS NV—$129.7K5,0000.2%
WOLFSPEED, INC.—$128.0K7,3500.2%
HONEYWELL INTERNATIONAL INC—$113.2K5800.2%
Enphase Energy, Inc.—$96.2K3,0000.2%
SOLAREDGE TECHNOLOGIES, INC.—$86.5K3,0000.2%
Coursera, Inc.—$73.6K10,0000.1%
NUSCALE POWER Corp—$70.8K5,0000.1%
CARRIER GLOBAL Corp—$52.8K1,0000.1%
ACCELLERON INDUSTRIES AG—$27.1K3500.1%
Arq, Inc.—$22.2K6,8000.0%
Orion Energy Systems, Inc.—$21.5K1,4000.0%
ChargePoint Holdings, Inc.CHPTCommon Stock$19.9K3,0000.0%
Solstice Advanced Materials Inc.—$7.0K1450.0%
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