Investor
Firsthand Capital Management, Inc.
CIK 0001476179 · filed 2026-05-14 · SEC filing
13F book
$46.9M
Positions
47
1 new · 1 sold
Largest name
14.1%
Roku, Inc · ROKU
Est. mark
−$5.73M
Price effect on 46 names still held. Flow −$1.26M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Roku, Inc | ROKU | 70K | $6.62M | 14.1% | −$970.9K | Cut−$1.51M |
| Bloom Energy Corp | BE | 32K | $4.34M | 9.2% | $583.2K | Added$3.29M |
| Rocket Lab Corp | RKLB | 60K | $3.85M | 8.2% | −$332.4K | Held |
| Netflix Inc | NFLX | 40K | $3.85M | 8.2% | $95.6K | Cut−$373.2K |
| Coherent Corp. | COHR | 10K | $2.38M | 5.1% | $536.4K | Held |
| Palantir Technologies Inc. | PLTR | 13K | $1.9M | 4.1% | −$409.1K | Cut−$4.5M |
| Asm International N.V. | — | 2.5K | $1.88M | 4.0% | — | New |
| Arista Networks, Inc. | ANET | 15K | $1.84M | 3.9% | −$123.8K | Cut−$516.8K |
| Uber Technologies, Inc | UBER | 25K | $1.8M | 3.8% | −$244.5K | Held |
| Palo Alto Networks Inc | PANW | 10K | $1.6M | 3.4% | −$238.8K | Held |
| Toast, Inc. | TOST | 60K | $1.59M | 3.4% | −$540K | Held |
| Broadcom Inc. | AVGO | 5K | $1.55M | 3.3% | −$183K | Held |
| Oklo Inc. | OKLO | 30K | $1.49M | 3.2% | −$665.1K | Held |
| SoFi Technologies, Inc. | SOFI | 80K | $1.27M | 2.7% | −$824K | Held |
| MongoDB, Inc. | MDB | 5K | $1.22M | 2.6% | −$874.6K | Held |
| Quanta Svcs Inc | — | 2.1K | $1.15M | 2.5% | $266.6K | Held |
| Robinhood Mkts Inc | — | 15K | $1.04M | 2.2% | −$657K | Held |
| Corning Inc | — | 6.46K | $878.4K | 1.9% | $312.7K | Held |
| Domo, Inc. | DOMO | 250K | $765K | 1.6% | −$1.34M | Held |
| Zscaler, Inc. | ZS | 5K | $701.5K | 1.5% | −$423.1K | Held |
| Abb Ltd -Spons Adr | — | 7K | $563.4K | 1.2% | $45.6K | Held |
| On Semiconductor Corp | ON | 8K | $495.4K | 1.1% | $62.2K | Held |
| Aspen Aerogels Inc | ASPN | 125K | $427.5K | 0.9% | $73.7K | Held |
| BWX Technologies, Inc. | BWXT | 2K | $409K | 0.9% | $63.3K | Held |
| Axcelis Technologies Inc | ACLS | 4K | $372.3K | 0.8% | $51K | Held |
| GE Vernova Inc. | GEV | 400 | $349.2K | 0.7% | $87.7K | Held |
| Ormat Technologies, Inc. | ORA | 2K | $223.8K | 0.5% | $2.9K | Held |
| Monolithic Pwr Sys Inc | — | 200 | $218.7K | 0.5% | $37.4K | Held |
| Wolfspeed, Inc. | WOLF | 12.2K | $199.9K | 0.4% | −$8.01K | Added$71.9K |
| First Solar, Inc. | FSLR | 1K | $197.3K | 0.4% | −$64K | Held |
| Chegg, Inc | CHGG | 260K | $192.7K | 0.4% | −$49.1K | Held |
| Sunpower Inc | — | 150K | $190.5K | 0.4% | −$45K | Held |
| Itron, Inc. | ITRI | 2K | $179.3K | 0.4% | −$6.46K | Held |
| Coinbase Global, Inc. | COIN | 1K | $174.6K | 0.4% | −$51.5K | Held |
| Stmicroelectronics N V | — | 5K | $172.8K | 0.4% | $43K | Held |
| Solaredge Technologies, Inc. | SEDG | 3K | $153.2K | 0.3% | $66.6K | Held |
| Koninklijke Philips N V | — | 4.96K | $136K | 0.3% | $1.59K | Held |
| Honeywell Intl Inc | — | 580 | $131.1K | 0.3% | $17.9K | Held |
| Enphase Energy, Inc. | ENPH | 3K | $113.4K | 0.2% | $17.3K | Held |
| Coursera, Inc. | COUR | 10K | $58.2K | 0.1% | −$15.4K | Held |
| CARRIER GLOBAL Corp | CARR | 1K | $56.3K | 0.1% | $3.47K | Held |
| Nuscale Pwr Corp | — | 5K | $54.2K | 0.1% | −$16.6K | Held |
| Accelleron Inds Ag Unsponsored Adr | — | 350 | $31.3K | 0.1% | $4.16K | Held |
| Arq, Inc. | ARQ | 6.8K | $17.4K | 0.0% | −$4.83K | Held |
| ChargePoint Holdings, Inc. | CHPT | 3K | $14.6K | 0.0% | −$5.34K | Held |
| Orion Energy Sys Inc | — | 1.4K | $12.2K | 0.0% | −$9.3K | Held |
| Solstice Advanced Matls Inc | — | 145 | $11K | 0.0% | $4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.