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Institutional

Firsthand Capital Management, Inc.

CIK 0001476179
$46.9M
Reported AUM
47
Positions
Q1 2026
Period
2026-05-14
Filed

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%.

Portfolio · Q1 2026

ROKU$6.6MBE$4.3MRKLB$3.9MNFLX$3.8MCOHR$2.4MPLTRASMIYANETUBERPANWTOSTAVGOOther$13.7MFI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ROKUROKU INC$145.330.99%81.71%-58.76%$6.6M14.13%HELD
2BEBLOOM ENERGY CORP$163.75-1.85%345.94%664.47%$4.3M9.25%HELD
3RKLBROCKET LAB CORP$58.60-8.28%30.77%484.25%$3.9M8.22%HELD
4NFLXNETFLIX INC$73.631.71%-36.45%29.36%$3.8M8.20%HELD
5COHRCOHERENT CORP$222.05-8.75%121.56%261.61%$2.4M5.08%HELD
6PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$1.9M4.06%HELD
7ASMIYASM INTERNATIONAL NV$815.01-3.58%72.06%116.48%$1.9M4.02%HELD
8ANETARISTA NETWORKS INC$157.97-6.92%34.36%583.98%$1.8M3.93%HELD
9UBERUBER TECHNOLOGIES INC$71.200.65%-19.24%79.33%$1.8M3.84%HELD
10PANWPALO ALTO NETWORKS INC$314.15-1.52%84.52%315.15%$1.6M3.42%HELD
11TOSTTOAST INC$32.600.80%-29.88%-38.52%$1.6M3.39%HELD
12AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$1.5M3.30%HELD
13OKLOOKLO INC$36.84-6.92%-46.50%289.11%$1.5M3.17%HELD
14SOFISOFI TECHNOLOGIES INC$15.25-8.90%-28.17%7.55%$1.3M2.71%HELD
15MDBMONGODB INC$321.103.37%40.57%-20.73%$1.2M2.61%HELD
16QUREQUANTA SERVICES INC$40.079.30%189.56%36.74%$1.2M2.46%HELD
17HOODROBINHOOD MARKETS INC$89.84-3.15%-10.07%102.71%$1.0M2.22%HELD
18GLWCORNING INC$124.05-1.56%102.10%250.88%$878K1.87%HELD
19DOMODOMO INC$3.63-3.46%-77.16%-95.89%$765K1.63%HELD
20ZSZSCALER INC$153.771.41%-45.14%-44.75%$701K1.50%HELD
21ABBNYABB LTD$92.14-2.70%47.23%194.35%$563K1.20%HELD
22ONON SEMICONDUCTOR CORP$78.86-6.55%38.79%77.77%$495K1.06%HELD
23ASPNASPEN AEROGELS INC$4.09-6.83%-45.13%-90.47%$428K0.91%HELD
24BWXTBWX TECHNOLOGIES INC$157.44-7.21%5.90%189.17%$409K0.87%HELD
25ACLSAXCELIS TECHNOLOGIES INC$112.05-6.65%70.04%135.16%$372K0.79%HELD
26GEVGE VERNOVA INC$900.28-4.57%44.02%516.33%$349K0.74%HELD
27ORAORMAT TECHNOLOGIES INC$94.33-4.20%8.46%38.47%$224K0.48%HELD
28MPWRMONOLITHIC POWER SYSTEMS INC$1248.76-2.59%64.33%168.63%$219K0.47%HELD
29WOLFWOLFSPEED INC$20.06-8.32%-15.31%-21.58%$200K0.43%HELD
30FSLRFIRST SOLAR INC$199.24-1.65%10.12%115.52%$197K0.42%HELD
31CHGGCHEGG INC$1.04-3.70%$193K0.41%HELD
32SPWRSUNPOWER INC$0.304.14%$191K0.41%HELD
33ITRIITRON INC$102.33-4.38%$179K0.38%HELD
34COINCOINBASE GLOBAL INC$160.09-4.65%$175K0.37%HELD
35STMSTMICROELECTRONICS NV$48.36-3.59%$173K0.37%HELD
36SEDGSOLAREDGE TECHNOLOGIES INC$39.04-2.57%$153K0.33%HELD
37PHGKONINKLIJKE PHILIPS NV$26.102.15%$136K0.29%HELD
38HONHONEYWELL INTERNATIONAL INC$241.12-2.40%$131K0.28%HELD
39ENPHENPHASE ENERGY INC$35.07-3.44%$113K0.24%HELD
40COURCOURSERA INC$6.185.64%$58K0.12%HELD
41CARRCARRIER GLOBAL CORP$59.92-5.13%$56K0.12%HELD
42SMRNUSCALE POWER CORP$7.59-7.66%$54K0.12%HELD
43ACLLYACCELLERON INDUSTRIES AG$86.50-2.23%$31K0.07%HELD
44ARQARQ INC$1.94-0.51%$17K0.04%HELD
45CHPTCHARGEPOINT HOLDINGS INC$5.18-3.00%$15K0.03%HELD
46OESXORION ENERGY SYSTEMS INC$9.60-6.89%$12K0.03%HELD
47SOLSSOLSTICE ADVANCED MATERIALS INC$55.66-2.88%$11K0.02%HELD

Source: SEC EDGAR · accession 0001398344-26-009198. 13F discloses long positions only — shorts, foreign equities, and options are excluded.