Firsthand Capital Management, Inc.
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ROKU INC | ROKU | $8.3M | 60,000 | -0.88pp | 31q | -14.3%-$1.4M | |
| BLOOM ENERGY CORP | BE | $7.6M | 25,000 | +2.85pp | 7q | -21.9%-$2.1M | |
| ROCKET LAB CORP | RKLB | $6.1M | 60,000 | +1.53pp | 5q | HELD | |
| COHERENT CORP | COHR | $3.9M | 10,000 | +1.22pp | 5q | HELD | |
| OKLO INC | OKLO | $3.1M | 60,000 | +1.85pp | 7q | +100.0%+$1.6M | |
| VIASAT INC | VSAT | $2.7M | 30,000 | - | new | NEW | |
| ASM INTL N V NY REGISTER SH | ASMIY | $2.3M | 2,000 | -0.35pp | 2q | -20.0%-$574.4K | |
| BROADCOM INC | AVGO | $1.9M | 5,000 | -0.28pp | 4q | HELD | |
| CORNING INC | GLW | $1.7M | 6,460 | +0.76pp | 24q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $1.5M | 13,000 | -1.63pp | 8q | HELD | |
| QUANTA SVCS INC | PWR | $1.5M | 2,100 | -0.04pp | 24q | HELD | |
| ROBINHOOD MKTS INC | HOOD | $1.5M | 15,000 | +0.19pp | 7q | HELD | |
| FIREFLY AEROSPACE INC | FLY | $1.5M | 50,000 | - | new | NEW | |
| SOFI TECHNOLOGIES INC | SOFI | $1.4M | 80,000 | -0.42pp | 5q | HELD | |
| NETFLIX INC | NFLX | $1.4M | 20,000 | -5.92pp | 31q | -50.0%-$1.4M | |
| VOYAGER TECHNOLOGIES INC | VOYG | $1.3M | 40,000 | - | new | NEW | |
| REDWIRE CORPORATION | RDW | $1.2M | 100,000 | - | new | NEW | |
| ARISTA NETWORKS INC | ANET | $849.4K | 5,000 | -2.57pp | 6q | -66.7%-$1.7M | |
| TOAST INC | TOST | $834.6K | 30,000 | -2.06pp | 6q | -50.0%-$834.6K | |
| PLANET LABS PBC | PL | $828.2K | 25,000 | - | new | NEW | |
| ASPEN AEROGELS INC | ASPN | $792.5K | 125,000 | +0.35pp | 31q | HELD | |
| DOMO INC | DOMO | $782.5K | 250,000 | -0.38pp | 28q | HELD | |
| ABB LTD | ABBNY | $760.9K | 7,000 | +0.01pp | 3q | HELD | |
| AXCELIS TECHNOLOGIES INC | ACLS | $757.8K | 4,000 | +0.42pp | 13q | HELD | |
| INTUITIVE MACHINES INC | LUNR | $641.7K | 30,000 | - | new | NEW | |
| ENPHASE ENERGY INC | ENPH | $640.1K | 13,000 | +0.78pp | 28q | +333.3%+$492.4K | |
| WILLIAMS COS INC | WMB | $594.7K | 8,000 | - | new | NEW | |
| WOLFSPEED INC | WOLF | $591.0K | 12,248 | +0.52pp | 4q | HELD | |
| ON SEMICONDUCTOR CORP | ON | $567.2K | 6,000 | -0.15pp | 18q | -25.0%-$189.1K | |
| BLACKSKY TECHNOLOGY INC | BKSY | $558.4K | 20,000 | - | new | NEW | |
| GE VERNOVA INC | GEV | $469.9K | 400 | +0.01pp | 4q | HELD | |
| SOLAREDGE TECHNOLOGIES INC | SEDG | $467.5K | 8,000 | +0.42pp | 31q | +166.7%+$292.2K | |
| BWX TECHNOLOGIES INC | BWXT | $389.3K | 2,000 | -0.25pp | 4q | HELD | |
| TOTALENERGIES SE | TTE | $388.8K | 5,000 | - | new | NEW | |
| STMICROELECTRONICS N V | STM | $374.4K | 5,000 | +0.23pp | 14q | HELD | |
| UBER TECHNOLOGIES INC | UBER | $360.8K | 5,000 | -3.26pp | 7q | -80.0%-$1.4M | |
| MONOLITHIC PWR SYS INC | MPWR | $276.5K | 200 | -0.02pp | 4q | HELD | |
| CHEGG INC | CHGG | $262.6K | 260,000 | +0.01pp | 31q | HELD | |
| FIRST SOLAR INC | FSLR | $236.0K | 1,000 | -0.04pp | 25q | HELD | |
| ORMAT TECHNOLOGIES INC | ORA | $217.8K | 2,000 | -0.13pp | 5q | HELD | |
| ITRON INC | ITRI | $173.1K | 2,000 | -0.11pp | 31q | HELD | |
| COINBASE GLOBAL INC | COIN | $146.2K | 1,000 | -0.14pp | 7q | HELD | |
| KONINKLIJKE PHILIPS N V | PHG | $139.9K | 5,146 | -0.07pp | 31q | +3.7%+$5.0K | |
| SUNPOWER INC | SPWR | $103.1K | 150,000 | -0.24pp | 5q | HELD | |
| CARRIER GLOBAL CORPORATION | CARR | $73.3K | 1,000 | flat | 11q | HELD | |
| HONEYWELL INTL INC | HON | $64.9K | 290 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $64.1K | 290 | - | new | NEW | |
| COURSERA INC | COUR | $56.4K | 10,000 | -0.03pp | 20q | HELD | |
| NUSCALE PWR CORP | SMR | $50.1K | 5,000 | -0.04pp | 4q | HELD | |
| ACCELLERON INDS AG UNSPONSORED ADR | ACLLY | $35.5K | 350 | -0.01pp | 4q | HELD | |
| CHARGEPOINT HOLDINGS INC | CHPT | $17.7K | 3,000 | flat | 4q | HELD | |
| ARQ INC | ARQ | $17.3K | 6,800 | -0.01pp | 8q | HELD | |
| ORION ENERGY SYS INC | OESX | $16.4K | 1,400 | flat | 4q | HELD | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $12.8K | 145 | flat | 3q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $15.3M | 24.4% |
| Telecom & Media | $12.4M | 19.8% |
| Autos & Aerospace | $10.7M | 17.1% |
| Instruments & Controls | $4.1M | 6.6% |
| Utilities | $3.4M | 5.4% |
| Software & IT Services | $3.2M | 5.1% |
| Mining & Metals | $1.7M | 2.6% |
| Construction & Building | $1.6M | 2.6% |
| Banks & Lending | $1.6M | 2.5% |
| Capital Markets | $1.5M | 2.4% |
| Industrials | $1.3M | 2.0% |
| Energy | $983.5K | 1.6% |
| Other sectors | $2.4M | 3.9% |
| Not classified | $2.5M | 3.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $62.6M | 54 | 11 | 4 | 8 | 4 | 62.5% | 45 |
| Q1 2026 | $46.9M | 47 | 1 | 2 | 4 | 1 | 64.1% | 44 |
| Q4 2025 | $53.9M | 47 | 2 | 1 | 3 | 2 | 66.6% | 44 |
| Q3 2025 | $59.6M | 47 | 11 | 6 | 2 | 13 | 66.4% | 45 |
| Q2 2025 | $55.6M | 49 | 5 | 2 | 3 | 3 | 65.0% | 46 |
| Q1 2025 | $41.3M | 47 | 2 | 3 | 8 | 3 | 67.5% | 45 |
| Q4 2024 | $48.1M | 48 | 7 | 1 | 10 | 4 | 61.3% | 45 |
| Q3 2024 | $50.7M | 45 | 5 | 15 | 24 | 4 | 62.5% | 45 |
| Q2 2024 | $51.4M | 44 | 1 | 26 | 15 | 9 | 61.2% | 46 |
| Q1 2024 | $61.4M | 52 | 6 | 1 | 10 | 6 | 57.1% | 45 |
| Q4 2023 | $72.1M | 52 | 11 | 4 | 1 | 5 | 61.0% | 45 |
| Q3 2023 | $69.3M | 46 | 2 | 1 | 4 | 12 | 57.7% | 45 |
| Q2 2023 | $83.3M | 56 | 10 | 1 | 4 | 0 | 64.1% | 45 |
| Q1 2023 | $92.1M | 46 | 3 | 1 | 2 | 0 | 64.9% | 48 |
| Q4 2022 | $85.7M | 43 | 4 | 1 | 6 | 3 | 68.9% | 45 |
| Q3 2022 | $109.8M | 42 | 0 | 1 | 4 | 4 | 72.7% | 45 |
| Q2 2022 | $115.8M | 46 | 4 | 2 | 5 | 5 | 68.8% | 46 |
| Q1 2022 | $192.4M | 47 | 3 | 1 | 7 | 7 | 69.7% | 43 |
| Q4 2021 | $262.6M | 51 | 2 | 0 | 3 | 6 | 65.4% | 46 |
| Q3 2021 | $335.0M | 55 | 10 | 5 | 4 | 12 | 66.5% | 43 |
| Q2 2021 | $398.9M | 57 | 1 | 0 | 4 | 5 | 69.8% | 44 |
| Q1 2021 | $357.0M | 61 | 9 | 5 | 3 | 2 | 64.7% | 42 |
| Q4 2020 | $367.9M | 54 | 7 | 1 | 2 | 4 | 64.7% | 47 |
| Q3 2020 | $251.8M | 51 | 5 | 2 | 0 | 2 | 61.6% | 41 |
| Q2 2020 | $218.6M | 48 | 8 | 5 | 2 | 7 | 57.6% | 43 |
| Q1 2020 | $126.1M | 47 | 6 | 1 | 16 | 12 | 63.3% | 45 |
| Q4 2019 | $256.7M | 53 | 1 | 0 | 5 | 2 | 54.7% | 43 |
| Q3 2019 | $247.6M | 54 | 9 | 3 | 2 | 3 | 53.4% | 38 |
| Q2 2019 | $259.6M | 48 | 4 | 4 | 6 | 2 | 55.2% | 45 |
| Q1 2019 | $268.3M | 46 | 5 | 8 | 2 | 7 | 55.7% | 44 |
| Q4 2018 | $158.5M | 48 | 0 | 0 | 0 | 0 | 55.7% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.