Firsthand Capital Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Firsthand Capital Management, Inc. disclosed 52 stock positions valued at approximately $62.56M as of quarter-end June 30, 2026. The largest holdings include ROKU INC, BLOOM ENERGY CORP, and ROCKET LAB CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $62.56M
Holdings by Sector
Firsthand Capital Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROKU INC | ROKU | Communication Services | 13.25% | 60,000 | -10,000 | -14.29% | $8,288,400 |
| BLOOM ENERGY CORP | BE | Industrials | 12.10% | 25,000 | -7,000 | -21.88% | $7,567,500 |
| ROCKET LAB CORP | RKLB | Other | 9.75% | 60,000 | - | - | $6,099,000 |
| COHERENT CORP | COHR | Technology | 6.31% | 10,000 | - | - | $3,944,700 |
| OKLO INC | OKLO | Utilities | 5.02% | 60,000 | +30,000 | +100.00% | $3,139,800 |
| VIASAT INC | VSAT | Technology | 4.31% | 30,000 | +30,000 | +100.00% | $2,694,300 |
| BROADCOM INC | AVGO | Technology | 3.02% | 5,000 | - | - | $1,888,750 |
| CORNING INC | GLW | Technology | 2.64% | 6,460 | - | - | $1,650,078 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.42% | 13,000 | - | - | $1,516,710 |
| QUANTA SERVICES INC | PWR | Industrials | 2.42% | 2,100 | - | - | $1,512,084 |
| ROBINHOOD MARKETS INC | HOOD | Financial Services | 2.40% | 15,000 | - | - | $1,504,200 |
| FIREFLY AEROSPACE INC | FLY | Other | 2.35% | 50,000 | +50,000 | +100.00% | $1,470,000 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 2.29% | 80,000 | - | - | $1,434,400 |
| NETFLIX INC | NFLX | Communication Services | 2.28% | 20,000 | -20,000 | -50.00% | $1,428,000 |
| VOYAGER TECHNOLOGIES INC | VOYG | Other | 2.06% | 40,000 | +40,000 | +100.00% | $1,290,000 |
| REDWIRE CORP | RDW | Industrials | 1.95% | 100,000 | +100,000 | +100.00% | $1,223,000 |
| ARISTA NETWORKS INC | ANET | Other | 1.36% | 5,000 | -10,000 | -66.67% | $849,400 |
| TOAST INC | TOST | Technology | 1.33% | 30,000 | -30,000 | -50.00% | $834,600 |
| PLANET LABS PBC | PL | Industrials | 1.32% | 25,000 | +25,000 | +100.00% | $828,250 |
| ASPEN AEROGELS INC | ASPN | Industrials | 1.27% | 125,000 | - | - | $792,500 |
| DOMO INC | DOMO | Technology | 1.25% | 250,000 | - | - | $782,500 |
| ABB LTD | ABBNY | Industrials | 1.22% | 7,000 | - | - | $760,900 |
| AXCELIS TECHNOLOGIES INC | ACLS | Technology | 1.21% | 4,000 | - | - | $757,800 |
| INTUITIVE MACHINES INC | LUNR | Industrials | 1.03% | 30,000 | +30,000 | +100.00% | $641,700 |
| ENPHASE ENERGY INC | ENPH | Technology | 1.02% | 13,000 | +10,000 | +333.33% | $640,120 |
| WILLIAMS COS INC/THE | WMB | Energy | 0.95% | 8,000 | +8,000 | +100.00% | $594,720 |
| WOLFSPEED INC | WOLF | Other | 0.94% | 12,248 | - | - | $590,966 |
| ON SEMICONDUCTOR CORP | ON | Technology | 0.91% | 6,000 | -2,000 | -25.00% | $567,240 |
| BLACKSKY TECHNOLOGY INC | BKSY | Other | 0.89% | 20,000 | +20,000 | +100.00% | $558,400 |
| GE VERNOVA INC | GEV | Utilities | 0.75% | 400 | - | - | $469,944 |
Showing 30 of 52 holdings in the latest reporting period.