Q1 2026 · 13F-HR
Firsthand Capital Management, Inc.holdings as filed
Filed 2026-05-14 · accession 0001398344-26-009198
$46.9M
Reported value
47
Positions
2026-03-31
Period end
The Brief · Firsthand Capital Management, Inc. · Q1 2026
AI · grounded in 13F
Firsthand Capital Management, Inc. established a new position in ASMIY valued at $1.88M. The fund increased its holdings in BE by 166.67% and WOLF by 66.64%. On the sell side, the manager closed its position in UPST for a reduction of $437,300 and trimmed its stake in PLTR by 63.89%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 77543R102 | ROKU | ROKU INC | $6.6M | 14.1% | 70,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $4.3M | 9.25% | 32,000 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $3.9M | 8.22% | 60,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $3.8M | 8.20% | 40,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $2.4M | 5.08% | 10,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 4.06% | 13,000 | Common | SOLE |
| N07045102 | ASMIY | ASM INTERNATIONAL NV | $1.9M | 4.02% | 2,500 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.8M | 3.93% | 15,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.8M | 3.84% | 25,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.6M | 3.42% | 10,000 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.6M | 3.39% | 60,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.5M | 3.30% | 5,000 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $1.5M | 3.17% | 30,000 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $1.3M | 2.71% | 80,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $1.2M | 2.61% | 5,000 | Common | SOLE |
| 74762E102 | QURE | QUANTA SERVICES INC | $1.2M | 2.46% | 2,100 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS INC | $1.0M | 2.22% | 15,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $878,366 | 1.87% | 6,460 | Common | SOLE |
| 257554105 | DOMO | DOMO INC | $765,000 | 1.63% | 250,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $701,450 | 1.50% | 5,000 | Common | SOLE |
| 000375204 | ABBNY | ABB LTD | $563,360 | 1.20% | 7,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $495,360 | 1.06% | 8,000 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $427,500 | 0.91% | 125,000 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $408,980 | 0.87% | 2,000 | Common | SOLE |
| 054540208 | ACLS | AXCELIS TECHNOLOGIES INC | $372,320 | 0.79% | 4,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $349,160 | 0.74% | 400 | Common | SOLE |
| 686688102 | ORA | ORMAT TECHNOLOGIES INC | $223,840 | 0.48% | 2,000 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC POWER SYSTEMS INC | $218,670 | 0.47% | 200 | Common | SOLE |
| 97785W106 | WOLF | WOLFSPEED INC | $199,887 | 0.43% | 12,248 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $197,260 | 0.42% | 1,000 | Common | SOLE |
| 163092109 | CHGG | CHEGG INC | $192,738 | 0.41% | 260,000 | Common | SOLE |
| 20460L104 | SPWR | SUNPOWER INC | $190,500 | 0.41% | 150,000 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $179,260 | 0.38% | 2,000 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $174,610 | 0.37% | 1,000 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS NV | $172,750 | 0.37% | 5,000 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $153,150 | 0.33% | 3,000 | Common | SOLE |
| 500472303 | PHG | KONINKLIJKE PHILIPS NV | $135,959 | 0.29% | 4,962 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTERNATIONAL INC | $131,097 | 0.28% | 580 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $113,430 | 0.24% | 3,000 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $58,200 | 0.12% | 10,000 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORP | $56,310 | 0.12% | 1,000 | Common | SOLE |
| 67079K100 | SMR | NUSCALE POWER CORP | $54,200 | 0.12% | 5,000 | Common | SOLE |
| 00449R109 | ACLLY | ACCELLERON INDUSTRIES AG | $31,297 | 0.07% | 350 | Common | SOLE |
| 00770C101 | ARQ | ARQ INC | $17,408 | 0.04% | 6,800 | Common | SOLE |
| 15961R303 | CHPT | CHARGEPOINT HOLDINGS INC | $14,580 | 0.03% | 3,000 | Common | SOLE |
| 686275207 | OESX | ORION ENERGY SYSTEMS INC | $12,236 | 0.03% | 1,400 | Common | SOLE |
| 83443Q103 | SOLS | SOLSTICE ADVANCED MATERIALS INC | $11,043 | 0.02% | 145 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.