Firsthand Capital Management, Inc.

13F filer · CIK 0001476179

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$62.6MU.S. long equity reported on 13F

Positions529 new · 3 closed

Net flow last quarter-$2.84MBuys minus sells

Top 10 positions weight61.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202652 positions
ROKURoku, Inc	$8.29M	13.25%	0.04%	-14.3%	Q3 2017
BEBloom Energy Corp	$7.57M	12.10%	0.01%	-21.9%	Q4 2024
RKLBRocket Lab Corp	$6.1M	9.75%	0.01%	Not reported	Q2 2025
COHRCoherent Corp.	$3.94M	6.31%	0.01%	Not reported	Q2 2025
OKLOOklo Inc.	$3.14M	5.02%	0.03%	+100.0%	Q4 2024
VSATViasat Inc	$2.69M	4.31%	0.02%	Not reported	Q1 2018
AVGOBroadcom Inc.	$1.89M	3.02%	0.00%	Not reported	Q3 2025
GLWCorning Inc	$1.65M	2.64%	0.00%	Not reported	Q2 2013
PLTRPalantir Technologies Inc.	$1.52M	2.42%	0.00%	Not reported	Q3 2023
PWRQuanta Services, Inc.	$1.51M	2.42%	0.00%	Not reported	Q2 2013
HOODRobinhood Markets, Inc.	$1.5M	2.40%	0.01%	Not reported	Q4 2024
FLYFirefly Aerospace Inc.	$1.47M	2.35%	0.03%	New	Q2 2026
SOFISoFi Technologies, Inc.	$1.43M	2.29%	0.01%	Not reported	Q2 2025
NFLXNetflix Inc	$1.43M	2.28%	0.00%	-50.0%	Q4 2014
VOYGVoyager Technologies, Inc.	$1.29M	2.06%	Not reported	New	Q2 2026
RDWRedwire Corp	$1.22M	1.95%	0.04%	New	Q2 2026
ANETArista Networks, Inc.	$849K	1.36%	0.00%	-66.7%	Q2 2015
TOSTToast, Inc.	$835K	1.33%	0.01%	-50.0%	Q1 2025
PLPlanet Labs PBC	$828K	1.32%	0.01%	New	Q2 2026
ASPNAspen Aerogels Inc	$793K	1.27%	0.15%	Not reported	Q1 2015
DOMODomo, Inc.	$783K	1.25%	Not reported	Not reported	Q3 2019
ABBNYAbb Ltd	$761K	1.22%	Not reported	Not reported	Q2 2013
ACLSAxcelis Technologies Inc	$758K	1.21%	0.01%	Not reported	Q2 2023
LUNRIntuitive Machines, Inc.	$642K	1.03%	0.04%	New	Q2 2026
ENPHEnphase Energy, Inc.	$640K	1.02%	0.01%	+333.3%	Q3 2019
WMBWilliams Companies, Inc.	$595K	0.95%	0.00%	New	Q2 2026
WOLFWolfspeed, Inc.	$591K	0.94%	0.02%	Not reported	Q4 2021
ONOn Semiconductor Corp	$567K	0.91%	0.00%	-25.0%	Q2 2019
BKSYBlackSky Technology Inc.	$558K	0.89%	0.05%	New	Q2 2026
GEVGE Vernova Inc.	$470K	0.75%	0.00%	Not reported	Q3 2025
SEDGSolaredge Technologies, Inc.	$468K	0.75%	0.01%	+166.7%	Q2 2016
BWXTBWX Technologies, Inc.	$389K	0.62%	0.00%	Not reported	Q3 2025
TTETotalEnergies SE	$389K	0.62%	0.00%	New	Q2 2026
STMSTMicroelectronics N.V.	$374K	0.60%	0.00%	Not reported	Q1 2023
UBERUber Technologies, Inc	$361K	0.58%	0.00%	-80.0%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$276K	0.44%	0.00%	Not reported	Q3 2025
CHGGChegg, Inc	$263K	0.42%	0.23%	Not reported	Q1 2018
FSLRFirst Solar, Inc.	$236K	0.38%	0.00%	Not reported	Q2 2013
ORAOrmat Technologies, Inc.	$218K	0.35%	0.00%	Not reported	Q2 2025
ITRIItron, Inc.	$173K	0.28%	0.00%	Not reported	Q4 2013
COINCoinbase Global, Inc.	$146K	0.23%	0.00%	Not reported	Q4 2024
PHGKoninklijke Philips NV	$140K	0.22%	0.00%	+3.7%	Q1 2014
SPWRSunPower Inc.	$103K	0.16%	0.10%	Not reported	Q2 2013
CARRCARRIER GLOBAL Corp	$73.4K	0.12%	0.00%	Not reported	Q2 2023
HONHoneywell International Inc	$64.9K	0.10%	0.00%	Not reported	Q2 2013
HONAHoneywell Aerospace Inc.	$64.1K	0.10%	Not reported	New	Q2 2026
COURCoursera, Inc.	$56.4K	0.09%	0.00%	Not reported	Q3 2021
SMRNUSCALE POWER Corp	$50.2K	0.08%	0.00%	Not reported	Q3 2025
CHPTChargePoint Holdings, Inc.	$17.7K	0.03%	0.01%	Not reported	Q2 2022
ARQArq, Inc.	$17.3K	0.03%	0.02%	Not reported	Q2 2023

Q1 2026Reported May 14, 202645 positions
ROKURoku, Inc	$6.62M	14.13%	0.05%	-6.7%	Q3 2017
BEBloom Energy Corp	$4.34M	9.25%	0.01%	+166.7%	Q4 2024
RKLBRocket Lab Corp	$3.85M	8.22%	0.01%	Not reported	Q2 2025
NFLXNetflix Inc	$3.85M	8.20%	0.00%	-11.1%	Q4 2014
COHRCoherent Corp.	$2.38M	5.08%	0.01%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$1.9M	4.06%	0.00%	-63.9%	Q3 2023
ANETArista Networks, Inc.	$1.84M	3.93%	0.00%	-16.7%	Q2 2015
UBERUber Technologies, Inc	$1.8M	3.84%	0.00%	Not reported	Q4 2024
PANWPalo Alto Networks Inc	$1.6M	3.42%	0.00%	Not reported	Q2 2013
TOSTToast, Inc.	$1.59M	3.39%	0.03%	Not reported	Q1 2025
AVGOBroadcom Inc.	$1.55M	3.30%	0.00%	Not reported	Q3 2025
OKLOOklo Inc.	$1.49M	3.17%	0.02%	Not reported	Q4 2024
SOFISoFi Technologies, Inc.	$1.27M	2.71%	0.01%	Not reported	Q2 2025
MDBMongoDB, Inc.	$1.22M	2.61%	0.01%	Not reported	Q4 2018
PWRQuanta Services, Inc.	$1.15M	2.46%	0.00%	Not reported	Q2 2013
HOODRobinhood Markets, Inc.	$1.04M	2.22%	0.01%	Not reported	Q4 2024
GLWCorning Inc	$878K	1.87%	0.00%	Not reported	Q2 2013
DOMODomo, Inc.	$765K	1.63%	Not reported	Not reported	Q3 2019
ZSZscaler, Inc.	$701K	1.50%	0.00%	Not reported	Q3 2018
ABBNYAbb Ltd	$563K	1.20%	Not reported	Not reported	Q2 2013
ONOn Semiconductor Corp	$495K	1.06%	0.00%	Not reported	Q2 2019
ASPNAspen Aerogels Inc	$428K	0.91%	0.15%	Not reported	Q1 2015
BWXTBWX Technologies, Inc.	$409K	0.87%	0.00%	Not reported	Q3 2025
ACLSAxcelis Technologies Inc	$372K	0.79%	0.01%	Not reported	Q2 2023
GEVGE Vernova Inc.	$349K	0.74%	0.00%	Not reported	Q3 2025
ORAOrmat Technologies, Inc.	$224K	0.48%	0.00%	Not reported	Q2 2025
MPWRMonolithic Power Systems, Inc.	$219K	0.47%	0.00%	Not reported	Q3 2025
WOLFWolfspeed, Inc.	$200K	0.43%	0.03%	+66.6%	Q4 2021
FSLRFirst Solar, Inc.	$197K	0.42%	0.00%	Not reported	Q2 2013
CHGGChegg, Inc	$193K	0.41%	0.23%	Not reported	Q1 2018
SPWRSunPower Inc.	$191K	0.41%	0.12%	Not reported	Q2 2013
ITRIItron, Inc.	$179K	0.38%	0.00%	Not reported	Q4 2013
COINCoinbase Global, Inc.	$175K	0.37%	0.00%	Not reported	Q4 2024
STMSTMicroelectronics N.V.	$173K	0.37%	0.00%	Not reported	Q1 2023
SEDGSolaredge Technologies, Inc.	$153K	0.33%	0.00%	Not reported	Q2 2016
PHGKoninklijke Philips NV	$136K	0.29%	0.00%	Not reported	Q1 2014
HONHoneywell International Inc	$131K	0.28%	0.00%	Not reported	Q2 2013
ENPHEnphase Energy, Inc.	$113K	0.24%	0.00%	Not reported	Q3 2019
COURCoursera, Inc.	$58.2K	0.12%	0.01%	Not reported	Q3 2021
CARRCARRIER GLOBAL Corp	$56.3K	0.12%	0.00%	Not reported	Q2 2023
SMRNUSCALE POWER Corp	$54.2K	0.12%	0.00%	Not reported	Q3 2025
ARQArq, Inc.	$17.4K	0.04%	0.02%	Not reported	Q2 2023
CHPTChargePoint Holdings, Inc.	$14.6K	0.03%	0.01%	Not reported	Q2 2022
OESXOrion Energy Systems, Inc.	$12.2K	0.03%	0.03%	Not reported	Q2 2013
SOLSSolstice Advanced Materials Inc.	$11K	0.02%	0.00%	Not reported	Q4 2025
Q4 2025Reported Feb 13, 202646 positions
ROKURoku, Inc	$8.14M	15.11%	0.05%	Not reported	Q3 2017
PLTRPalantir Technologies Inc.	$6.4M	11.88%	0.00%	Not reported	Q3 2023
NFLXNetflix Inc	$4.22M	7.83%	0.00%	Not reported	Q4 2014
RKLBRocket Lab Corp	$4.19M	7.77%	0.01%	-14.3%	Q2 2025
ANETArista Networks, Inc.	$2.36M	4.38%	0.00%	Not reported	Q2 2015
OKLOOklo Inc.	$2.15M	4.00%	0.02%	Not reported	Q4 2024
TOSTToast, Inc.	$2.13M	3.96%	0.03%	Not reported	Q1 2025
DOMODomo, Inc.	$2.11M	3.91%	Not reported	Not reported	Q3 2019
MDBMongoDB, Inc.	$2.1M	3.90%	0.01%	Not reported	Q4 2018
SOFISoFi Technologies, Inc.	$2.09M	3.89%	0.01%	Not reported	Q2 2025
UBERUber Technologies, Inc	$2.04M	3.79%	0.00%	Not reported	Q4 2024
COHRCoherent Corp.	$1.85M	3.43%	0.01%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$1.84M	3.42%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$1.73M	3.21%	0.00%	Not reported	Q3 2025
HOODRobinhood Markets, Inc.	$1.7M	3.15%	0.01%	Not reported	Q4 2024
ZSZscaler, Inc.	$1.12M	2.09%	0.00%	Not reported	Q3 2018
BEBloom Energy Corp	$1.04M	1.94%	0.01%	-20.0%	Q4 2024
PWRQuanta Services, Inc.	$886K	1.65%	0.00%	Not reported	Q2 2013
GLWCorning Inc	$566K	1.05%	0.00%	Not reported	Q2 2013
ABBNYAbb Ltd	$518K	0.96%	Not reported	Not reported	Q2 2013
UPSTUpstart Holdings, Inc.	$437K	0.81%	0.01%	Not reported	Q3 2025
ONOn Semiconductor Corp	$433K	0.80%	0.00%	Not reported	Q2 2019
ASPNAspen Aerogels Inc	$354K	0.66%	0.15%	Not reported	Q1 2015
BWXTBWX Technologies, Inc.	$346K	0.64%	0.00%	Not reported	Q3 2025
ACLSAxcelis Technologies Inc	$321K	0.60%	0.01%	Not reported	Q2 2023
GEVGE Vernova Inc.	$261K	0.49%	0.00%	Not reported	Q3 2025
FSLRFirst Solar, Inc.	$261K	0.48%	0.00%	-50.0%	Q2 2013
CHGGChegg, Inc	$242K	0.45%	0.23%	Not reported	Q1 2018
SPWRSunPower Inc.	$236K	0.44%	0.13%	Not reported	Q2 2013
COINCoinbase Global, Inc.	$226K	0.42%	0.00%	Not reported	Q4 2024
ORAOrmat Technologies, Inc.	$221K	0.41%	0.00%	Not reported	Q2 2025
ITRIItron, Inc.	$186K	0.34%	0.00%	Not reported	Q4 2013
MPWRMonolithic Power Systems, Inc.	$181K	0.34%	0.00%	Not reported	Q3 2025
PHGKoninklijke Philips NV	$134K	0.25%	0.00%	Not reported	Q1 2014
STMSTMicroelectronics N.V.	$130K	0.24%	0.00%	Not reported	Q1 2023
WOLFWolfspeed, Inc.	$128K	0.24%	0.03%	0.0%	Q4 2021
HONHoneywell International Inc	$113K	0.21%	0.00%	Not reported	Q2 2013
ENPHEnphase Energy, Inc.	$96.2K	0.18%	0.00%	Not reported	Q3 2019
SEDGSolaredge Technologies, Inc.	$86.6K	0.16%	0.01%	Not reported	Q2 2016
COURCoursera, Inc.	$73.6K	0.14%	0.01%	Not reported	Q3 2021
SMRNUSCALE POWER Corp	$70.9K	0.13%	0.00%	Not reported	Q3 2025
CARRCARRIER GLOBAL Corp	$52.8K	0.10%	0.00%	Not reported	Q2 2023
ARQArq, Inc.	$22.2K	0.04%	0.02%	Not reported	Q2 2023
OESXOrion Energy Systems, Inc.	$21.5K	0.04%	0.04%	Not reported	Q2 2013
CHPTChargePoint Holdings, Inc.	$19.9K	0.04%	0.01%	Not reported	Q2 2022
SOLSSolstice Advanced Materials Inc.	$7.04K	0.01%	0.00%	New	Q4 2025
Q3 2025Reported Nov 14, 202545 positions
ROKURoku, Inc	$7.51M	12.61%	0.05%	Not reported	Q3 2017
PLTRPalantir Technologies Inc.	$6.57M	11.02%	0.00%	-34.6%	Q3 2023
NFLXNetflix Inc	$5.4M	9.06%	0.00%	-10.0%	Q4 2014
DOMODomo, Inc.	$3.96M	6.65%	Not reported	+8.7%	Q3 2019
RKLBRocket Lab Corp	$3.35M	5.63%	0.01%	+40.0%	Q2 2025
OKLOOklo Inc.	$3.35M	5.62%	0.02%	Not reported	Q4 2024
ANETArista Networks, Inc.	$2.62M	4.40%	0.00%	Not reported	Q2 2015
UBERUber Technologies, Inc	$2.45M	4.11%	0.00%	Not reported	Q4 2024
TOSTToast, Inc.	$2.19M	3.68%	0.03%	+50.0%	Q1 2025
HOODRobinhood Markets, Inc.	$2.15M	3.61%	0.01%	+36.4%	Q4 2024
SOFISoFi Technologies, Inc.	$2.11M	3.55%	0.01%	+60.0%	Q2 2025
PANWPalo Alto Networks Inc	$2.04M	3.42%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$1.65M	2.77%	0.00%	New	Q3 2025
MDBMongoDB, Inc.	$1.55M	2.61%	0.01%	Not reported	Q4 2018
ZSZscaler, Inc.	$1.5M	2.52%	0.00%	Not reported	Q3 2018
BEBloom Energy Corp	$1.27M	2.13%	0.01%	Not reported	Q4 2024
COHRCoherent Corp.	$1.08M	1.81%	0.01%	Not reported	Q2 2025
PWRQuanta Services, Inc.	$870K	1.46%	0.00%	Not reported	Q2 2013
ASPNAspen Aerogels Inc	$870K	1.46%	0.15%	Not reported	Q1 2015
EQIXEquinix Inc	$783K	1.31%	0.00%	Not reported	Q2 2013
GLWCorning Inc	$530K	0.89%	0.00%	Not reported	Q2 2013
UPSTUpstart Holdings, Inc.	$508K	0.85%	0.01%	New	Q3 2025
FSLRFirst Solar, Inc.	$441K	0.74%	0.00%	Not reported	Q2 2013
ONOn Semiconductor Corp	$394K	0.66%	0.00%	Not reported	Q2 2019
CHGGChegg, Inc	$393K	0.66%	0.24%	Not reported	Q1 2018
ACLSAxcelis Technologies Inc	$391K	0.66%	0.01%	Not reported	Q2 2023
BWXTBWX Technologies, Inc.	$369K	0.62%	0.00%	New	Q3 2025
COINCoinbase Global, Inc.	$337K	0.57%	0.00%	Not reported	Q4 2024
SPWRSunPower Inc.	$264K	0.44%	0.17%	+50.0%	Q2 2013
ITRIItron, Inc.	$249K	0.42%	0.00%	Not reported	Q4 2013
GEVGE Vernova Inc.	$246K	0.41%	0.00%	New	Q3 2025
WOLFWolfspeed, Inc.	$210K	0.35%	0.00%	-95.9%	Q4 2021
ORAOrmat Technologies, Inc.	$193K	0.32%	0.00%	Not reported	Q2 2025
MPWRMonolithic Power Systems, Inc.	$184K	0.31%	0.00%	New	Q3 2025
SMRNUSCALE POWER Corp	$180K	0.30%	0.00%	New	Q3 2025
STMSTMicroelectronics N.V.	$141K	0.24%	0.00%	Not reported	Q1 2023
PHGKoninklijke Philips NV	$135K	0.23%	0.00%	Not reported	Q1 2014
HONHoneywell International Inc	$122K	0.20%	0.00%	Not reported	Q2 2013
COURCoursera, Inc.	$117K	0.20%	0.01%	Not reported	Q3 2021
SEDGSolaredge Technologies, Inc.	$111K	0.19%	0.01%	Not reported	Q2 2016
ENPHEnphase Energy, Inc.	$106K	0.18%	0.00%	Not reported	Q3 2019
CARRCARRIER GLOBAL Corp	$59.7K	0.10%	0.00%	Not reported	Q2 2023
ARQArq, Inc.	$48.7K	0.08%	0.02%	Not reported	Q2 2023
CHPTChargePoint Holdings, Inc.	$32.8K	0.05%	0.01%	Not reported	Q2 2022
OESXOrion Energy Systems, Inc.	$12.2K	0.02%	0.04%	Not reported	Q2 2013

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