Firsthand Capital Management, Inc. Portfolio Stock Holdings
Firsthand Capital Management, Inc. disclosed 47 stock positions valued at approximately $46.9 million in its latest SEC 13F filing. The largest holdings include ROKU INC, BLOOM ENERGY CORP, and NETFLIX INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $46.9M
Holdings by Sector
Firsthand Capital Management, Inc. Portfolio Holdings in Q1 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROKU INC | ROKU | Communication Services | 14.13% | 70,000 | -5,000 | -6.67% | $6,623,400 |
| BLOOM ENERGY CORP | BE | Industrials | 9.25% | 32,000 | +20,000 | +166.67% | $4,335,680 |
| NETFLIX INC | NFLX | Communication Services | 8.20% | 40,000 | -5,000 | -11.11% | $3,846,000 |
| COHERENT CORP | COHR | Technology | 5.08% | 10,000 | - | - | $2,382,100 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 4.06% | 13,000 | -23,000 | -63.89% | $1,901,640 |
| ARISTA NETWORKS INC | ANET | Other | 3.93% | 15,000 | -3,000 | -16.67% | $1,841,700 |
| UBER TECHNOLOGIES INC | UBER | Technology | 3.84% | 25,000 | - | - | $1,798,250 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.42% | 10,000 | - | - | $1,603,200 |
| TOAST INC | TOST | Technology | 3.39% | 60,000 | - | - | $1,590,600 |
| BROADCOM INC | AVGO | Technology | 3.30% | 5,000 | - | - | $1,547,550 |
| OKLO INC | OKLO | Utilities | 3.17% | 30,000 | - | - | $1,487,700 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 2.71% | 80,000 | - | - | $1,270,400 |
| MONGODB INC | MDB | Technology | 2.61% | 5,000 | - | - | $1,223,850 |
| QUANTA SERVICES INC | PWR | Industrials | 2.46% | 2,100 | - | - | $1,152,942 |
| ROBINHOOD MARKETS INC | HOOD | Financial Services | 2.22% | 15,000 | - | - | $1,039,500 |
| CORNING INC | GLW | Technology | 1.87% | 6,460 | - | - | $878,366 |
| DOMO INC | DOMO | Technology | 1.63% | 250,000 | - | - | $765,000 |
| ZSCALER INC | ZS | Technology | 1.50% | 5,000 | - | - | $701,450 |
| ABB LTD | ABBNY | Industrials | 1.20% | 7,000 | - | - | $563,360 |
| ON SEMICONDUCTOR CORP | ON | Technology | 1.06% | 8,000 | - | - | $495,360 |
| ASPEN AEROGELS INC | ASPN | Industrials | 0.91% | 125,000 | - | - | $427,500 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 0.87% | 2,000 | - | - | $408,980 |
| AXCELIS TECHNOLOGIES INC | ACLS | Technology | 0.79% | 4,000 | - | - | $372,320 |
| GE VERNOVA INC | GEV | Utilities | 0.74% | 400 | - | - | $349,160 |
| ORMAT TECHNOLOGIES INC | ORA | Utilities | 0.48% | 2,000 | - | - | $223,840 |
| MONOLITHIC POWER SYSTEMS INC | MPWR | Technology | 0.47% | 200 | - | - | $218,670 |
| FIRST SOLAR INC | FSLR | Technology | 0.42% | 1,000 | - | - | $197,260 |
| CHEGG INC | CHGG | Consumer Defensive | 0.41% | 260,000 | - | - | $192,738 |
| SUNPOWER INC | CSLR | Technology | 0.41% | 150,000 | - | - | $190,500 |
| ITRON INC | ITRI | Technology | 0.38% | 2,000 | - | - | $179,260 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.37% | 1,000 | - | - | $174,610 |
| STMICROELECTRONICS NV | STM | Technology | 0.37% | 5,000 | - | - | $172,750 |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 0.33% | 3,000 | - | - | $153,150 |
| KONINKLIJKE PHILIPS NV | PHG | Healthcare | 0.29% | 4,962 | - | - | $135,959 |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 0.28% | 580 | - | - | $131,097 |
| ENPHASE ENERGY INC | ENPH | Technology | 0.24% | 3,000 | - | - | $113,430 |
| COURSERA INC | COUR | Consumer Defensive | 0.12% | 10,000 | - | - | $58,200 |
| CARRIER GLOBAL CORP | CARR | Industrials | 0.12% | 1,000 | - | - | $56,310 |
| NUSCALE POWER CORP | SMR | Industrials | 0.12% | 5,000 | - | - | $54,200 |
| ARQ INC | ARQ | Industrials | 0.04% | 6,800 | - | - | $17,408 |