# Firsthand Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1476179. Source: https://holderbook.com/funds/1476179-firsthand-capital-management-inc/

- Reported value: $62.6M
- Positions: 54
- Weight of the ten largest: 62.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $8.3M | 60,000 | 13.2% | 31 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $7.6M | 25,000 | 12.1% | 7 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $6.1M | 60,000 | 9.7% | 5 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $3.9M | 10,000 | 6.3% | 5 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $3.1M | 60,000 | 5.0% | 7 |
| VIASAT INC | [VSAT](https://holderbook.com/stocks/VSAT/) | $2.7M | 30,000 | 4.3% | 1 |
| ASM INTL N V NY REGISTER SH | [ASMIY](https://holderbook.com/stocks/ASMIY/) | $2.3M | 2,000 | 3.7% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.9M | 5,000 | 3.0% | 4 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.7M | 6,460 | 2.6% | 24 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.5M | 13,000 | 2.4% | 8 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $1.5M | 2,100 | 2.4% | 24 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $1.5M | 15,000 | 2.4% | 7 |
| FIREFLY AEROSPACE INC | [FLY](https://holderbook.com/stocks/FLY/) | $1.5M | 50,000 | 2.3% | 1 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $1.4M | 80,000 | 2.3% | 5 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.4M | 20,000 | 2.3% | 31 |
| VOYAGER TECHNOLOGIES INC | [VOYG](https://holderbook.com/stocks/VOYG/) | $1.3M | 40,000 | 2.1% | 1 |
| REDWIRE CORPORATION | [RDW](https://holderbook.com/stocks/RDW/) | $1.2M | 100,000 | 2.0% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $849.4K | 5,000 | 1.4% | 6 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $834.6K | 30,000 | 1.3% | 6 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $828.2K | 25,000 | 1.3% | 1 |
| ASPEN AEROGELS INC | [ASPN](https://holderbook.com/stocks/ASPN/) | $792.5K | 125,000 | 1.3% | 31 |
| DOMO INC | [DOMO](https://holderbook.com/stocks/DOMO/) | $782.5K | 250,000 | 1.3% | 28 |
| ABB LTD | [ABBNY](https://holderbook.com/stocks/ABBNY/) | $760.9K | 7,000 | 1.2% | 3 |
| AXCELIS TECHNOLOGIES INC | [ACLS](https://holderbook.com/stocks/ACLS/) | $757.8K | 4,000 | 1.2% | 13 |
| INTUITIVE MACHINES INC | [LUNR](https://holderbook.com/stocks/LUNR/) | $641.7K | 30,000 | 1.0% | 1 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $640.1K | 13,000 | 1.0% | 28 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $594.7K | 8,000 | 1.0% | 1 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $591.0K | 12,248 | 0.9% | 4 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $567.2K | 6,000 | 0.9% | 18 |
| BLACKSKY TECHNOLOGY INC | [BKSY](https://holderbook.com/stocks/BKSY/) | $558.4K | 20,000 | 0.9% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $469.9K | 400 | 0.8% | 4 |
| SOLAREDGE TECHNOLOGIES INC | [SEDG](https://holderbook.com/stocks/SEDG/) | $467.5K | 8,000 | 0.7% | 31 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $389.3K | 2,000 | 0.6% | 4 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $388.8K | 5,000 | 0.6% | 1 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $374.4K | 5,000 | 0.6% | 14 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $360.8K | 5,000 | 0.6% | 7 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $276.5K | 200 | 0.4% | 4 |
| CHEGG INC | [CHGG](https://holderbook.com/stocks/CHGG/) | $262.6K | 260,000 | 0.4% | 31 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $236.0K | 1,000 | 0.4% | 25 |
| ORMAT TECHNOLOGIES INC | [ORA](https://holderbook.com/stocks/ORA/) | $217.8K | 2,000 | 0.3% | 5 |
| ITRON INC | [ITRI](https://holderbook.com/stocks/ITRI/) | $173.1K | 2,000 | 0.3% | 31 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $146.2K | 1,000 | 0.2% | 7 |
| KONINKLIJKE PHILIPS N V | [PHG](https://holderbook.com/stocks/PHG/) | $139.9K | 5,146 | 0.2% | 31 |
| SUNPOWER INC | [SPWR](https://holderbook.com/stocks/SPWR/) | $103.1K | 150,000 | 0.2% | 5 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $73.3K | 1,000 | 0.1% | 11 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $64.9K | 290 | 0.1% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $64.1K | 290 | 0.1% | 1 |
| COURSERA INC | [COUR](https://holderbook.com/stocks/COUR/) | $56.4K | 10,000 | 0.1% | 20 |
| NUSCALE PWR CORP | [SMR](https://holderbook.com/stocks/SMR/) | $50.1K | 5,000 | 0.1% | 4 |
| ACCELLERON INDS AG UNSPONSORED ADR | [ACLLY](https://holderbook.com/stocks/ACLLY/) | $35.5K | 350 | 0.1% | 4 |
| CHARGEPOINT HOLDINGS INC | [CHPT](https://holderbook.com/stocks/CHPT/) | $17.7K | 3,000 | 0.0% | 4 |
| ARQ INC | [ARQ](https://holderbook.com/stocks/ARQ/) | $17.3K | 6,800 | 0.0% | 8 |
| ORION ENERGY SYS INC | [OESX](https://holderbook.com/stocks/OESX/) | $16.4K | 1,400 | 0.0% | 4 |
| SOLSTICE ADVANCED MATLS INC | [SOLS](https://holderbook.com/stocks/SOLS/) | $12.8K | 145 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +40.7% | +14.8% | +25.9% | 100% |
| Q1 2026 | -12.5% | -4.6% | -7.8% | 100% |
| Q4 2025 | -6.3% | +2.4% | -8.7% | 99% |
| Q3 2025 | +22.3% | +7.8% | +14.5% | 99% |
| Q2 2025 | +30.6% | +10.5% | +20.2% | 99% |
| Q1 2025 | -5.9% | -4.6% | -1.3% | 99% |
| Q4 2024 | +5.0% | +2.1% | +2.8% | 99% |
| Q3 2024 | +2.8% | +5.4% | -2.6% | 134% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $62.6M | 54 |
| Q1 2026 | $46.9M | 47 |
| Q4 2025 | $53.9M | 47 |
| Q3 2025 | $59.6M | 47 |
| Q2 2025 | $55.6M | 49 |
| Q1 2025 | $41.3M | 47 |
| Q4 2024 | $48.1M | 48 |
| Q3 2024 | $50.7M | 45 |
| Q2 2024 | $51.4M | 44 |
| Q1 2024 | $61.4M | 52 |
| Q4 2023 | $72.1M | 52 |
| Q3 2023 | $69.3M | 46 |