Universe · entity
Firsthand Capital Management, Inc.
Institutional manager (13F) · CIK 1476179
13F holdings · as of 2026-03-31 · top 47 · reported portfolio $47M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ROKU INC | $7M | 70,000 |
| 2 | BLOOM ENERGY CORP | $4M | 32,000 |
| 3 | ROCKET LAB CORP | $4M | 60,000 |
| 4 | NETFLIX INC | $4M | 40,000 |
| 5 | COHERENT CORP | $2M | 10,000 |
| 6 | PALANTIR TECHNOLOGIES INC | $2M | 13,000 |
| 7 | ASM INTERNATIONAL NV | $2M | 2,500 |
| 8 | ARISTA NETWORKS INC | $2M | 15,000 |
| 9 | UBER TECHNOLOGIES INC | $2M | 25,000 |
| 10 | PALO ALTO NETWORKS INC | $2M | 10,000 |
| 11 | TOAST INC | $2M | 60,000 |
| 12 | BROADCOM INC | $2M | 5,000 |
| 13 | OKLO INC | $1M | 30,000 |
| 14 | SOFI TECHNOLOGIES INC | $1M | 80,000 |
| 15 | MONGODB INC | $1M | 5,000 |
| 16 | QUANTA SERVICES INC | $1M | 2,100 |
| 17 | ROBINHOOD MARKETS INC | $1M | 15,000 |
| 18 | CORNING INC | $878k | 6,460 |
| 19 | DOMO INC | $765k | 250,000 |
| 20 | ZSCALER INC | $701k | 5,000 |
| 21 | ABB LTD | $563k | 7,000 |
| 22 | ON SEMICONDUCTOR CORP | $495k | 8,000 |
| 23 | ASPEN AEROGELS INC | $428k | 125,000 |
| 24 | BWX TECHNOLOGIES INC | $409k | 2,000 |
| 25 | AXCELIS TECHNOLOGIES INC | $372k | 4,000 |
| 26 | GE VERNOVA INC | $349k | 400 |
| 27 | ORMAT TECHNOLOGIES INC | $224k | 2,000 |
| 28 | MONOLITHIC POWER SYSTEMS INC | $219k | 200 |
| 29 | WOLFSPEED INC | $200k | 12,248 |
| 30 | FIRST SOLAR INC | $197k | 1,000 |
| 31 | CHEGG INC | $193k | 260,000 |
| 32 | SUNPOWER INC | $191k | 150,000 |
| 33 | ITRON INC | $179k | 2,000 |
| 34 | COINBASE GLOBAL INC | $175k | 1,000 |
| 35 | STMICROELECTRONICS NV | $173k | 5,000 |
| 36 | SOLAREDGE TECHNOLOGIES INC | $153k | 3,000 |
| 37 | KONINKLIJKE PHILIPS NV | $136k | 4,962 |
| 38 | HONEYWELL INTERNATIONAL INC | $131k | 580 |
| 39 | ENPHASE ENERGY INC | $113k | 3,000 |
| 40 | COURSERA INC | $58k | 10,000 |
| 41 | CARRIER GLOBAL CORP | $56k | 1,000 |
| 42 | NUSCALE POWER CORP | $54k | 5,000 |
| 43 | ACCELLERON INDUSTRIES AG | $31k | 350 |
| 44 | ARQ INC | $17k | 6,800 |
| 45 | CHARGEPOINT HOLDINGS INC | $15k | 3,000 |
| 46 | ORION ENERGY SYSTEMS INC | $12k | 1,400 |
| 47 | SOLSTICE ADVANCED MATERIALS INC | $11k | 145 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.