Firsthand Capital Management, Inc.
47 holdingsFiling period: 2026-03-31Current AUM: $56.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ROKU | ROKU INC | 70.0K | $6.6M | $10.2M | 18.03% | -5,000 | 2026-03-31 |
| 2 | BE | BLOOM ENERGY CORP | 32.0K | $4.3M | $6.6M | 11.70% | +20.0K | 2026-03-31 |
| 3 | RKLB | ROCKET LAB CORP | 60.0K | $3.9M | $3.9M | 6.92% | -- | 2026-03-31 |
| 4 | NFLX | NETFLIX INC | 40.0K | $3.8M | $2.9M | 5.09% | -5,000 | 2026-03-31 |
| 5 | COHR | COHERENT CORP | 10.0K | $2.4M | $2.6M | 4.67% | -- | 2026-03-31 |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 13.0K | $1.9M | $1.6M | 2.84% | -23,000 | 2026-03-31 |
| 7 | — | ASM INTERNATIONAL NV | 2.5K | $1.9M | $1.9M | 3.35% | -- | 2026-03-31 |
| 8 | ANET | ARISTA NETWORKS INC | 15.0K | $1.8M | $2.7M | 4.80% | -3,000 | 2026-03-31 |
| 9 | UBER | UBER TECHNOLOGIES INC | 25.0K | $1.8M | $1.8M | 3.12% | -- | 2026-03-31 |
| 10 | PANW | PALO ALTO NETWORKS INC | 10.0K | $1.6M | $3.3M | 5.89% | -- | 2026-03-31 |
| 11 | TOST | TOAST INC | 60.0K | $1.6M | $1.9M | 3.44% | -- | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 5.0K | $1.5M | $1.9M | 3.46% | -- | 2026-03-31 |
| 13 | OKLO | OKLO INC | 30.0K | $1.5M | $1.2M | 2.07% | -- | 2026-03-31 |
| 14 | SOFI | SOFI TECHNOLOGIES INC | 80.0K | $1.3M | $1.3M | 2.32% | -- | 2026-03-31 |
| 15 | MDB | MONGODB INC | 5.0K | $1.2M | $1.7M | 2.99% | -- | 2026-03-31 |
| 16 | PWR | QUANTA SERVICES INC | 2.1K | $1.2M | $1.4M | 2.49% | -- | 2026-03-31 |
| 17 | HOOD | ROBINHOOD MARKETS INC | 15.0K | $1.0M | $1.3M | 2.31% | -- | 2026-03-31 |
| 18 | GLW | CORNING INC | 6.5K | $878K | $893K | 1.59% | -- | 2026-03-31 |
| 19 | DOMO | DOMO INC | 250.0K | $765K | $923K | 1.64% | -- | 2026-03-31 |
| 20 | ZS | ZSCALER INC | 5.0K | $701K | $756K | 1.34% | -- | 2026-03-31 |
| 21 | ABBNY | ABB LTD | 7.0K | $563K | $563K | 1.00% | -- | 2026-03-31 |
| 22 | ON | ON SEMICONDUCTOR CORP | 8.0K | $495K | $652K | 1.16% | -- | 2026-03-31 |
| 23 | ASPN | ASPEN AEROGELS INC | 125.0K | $427K | $578K | 1.03% | -- | 2026-03-31 |
| 24 | BWXT | BWX TECHNOLOGIES INC | 2.0K | $408K | $337K | 0.60% | -- | 2026-03-31 |
| 25 | ACLS | AXCELIS TECHNOLOGIES INC | 4.0K | $372K | $521K | 0.93% | -- | 2026-03-31 |
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