Holdings of Firsthand Capital Management, Inc.
47 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 64.1 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Industrials 27.0 %
- Communication 8.2 %
- Financials 2.6 %
- Unattributed 32.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 94.1 %
- NL 4.7 %
- CH 1.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 42 | 44.1M $ | 94.05 % |
| 2 | NL | 3 | 2.2M $ | 4.68 % |
| 3 | CH | 2 | 594.7K $ | 1.27 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Roku Inc | 70,000 | 6.6M $ | |
| 2 | Bloom Energy Corp | 32,000 | 4.3M $ | |
| 3 | Rocket Lab Corp | 60,000 | 3.9M $ | |
| 4 | Netflix Inc | 40,000 | 3.8M $ | |
| 5 | Coherent Corp | 10,000 | 2.4M $ | |
| 6 | Palantir Technologies Inc | 13,000 | 1.9M $ | |
| 7 | ASM INTERNATIONAL NV | 2,500 | 1.9M $ | |
| 8 | Arista Networks Inc | 15,000 | 1.8M $ | |
| 9 | Uber Technologies Inc | 25,000 | 1.8M $ | |
| 10 | Palo Alto Networks Inc | 10,000 | 1.6M $ | |
| 11 | Toast Inc | 60,000 | 1.6M $ | |
| 12 | Broadcom Inc | 5,000 | 1.5M $ | |
| 13 | Oklo Inc | 30,000 | 1.5M $ | |
| 14 | SoFi Technologies Inc | 80,000 | 1.3M $ | |
| 15 | MongoDB Inc | 5,000 | 1.2M $ | |
| 16 | Quanta Services Inc | 2,100 | 1.2M $ | |
| 17 | Robinhood Markets Inc | 15,000 | 1M $ | |
| 18 | Corning Inc | 6,460 | 878.4K $ | |
| 19 | Domo Inc | 250,000 | 765K $ | |
| 20 | Zscaler Inc | 5,000 | 701.5K $ | |
| 21 | ABB Ltd | 7,000 | 563.4K $ | |
| 22 | ON Semiconductor Corp | 8,000 | 495.4K $ | |
| 23 | Aspen Aerogels Inc | 125,000 | 427.5K $ | |
| 24 | BWX Technologies Inc | 2,000 | 409K $ | |
| 25 | Axcelis Technologies Inc | 4,000 | 372.3K $ | |
| 26 | GE Vernova Inc | 400 | 349.2K $ | |
| 27 | Ormat Technologies Inc | 2,000 | 223.8K $ | |
| 28 | Monolithic Power Systems Inc | 200 | 218.7K $ | |
| 29 | Wolfspeed Inc | 12,248 | 199.9K $ | |
| 30 | First Solar Inc | 1,000 | 197.3K $ | |
| 31 | Chegg Inc | 260,000 | 192.7K $ | |
| 32 | SunPower Inc | 150,000 | 190.5K $ | |
| 33 | Itron Inc | 2,000 | 179.3K $ | |
| 34 | Coinbase Global Inc | 1,000 | 174.6K $ | |
| 35 | STMicroelectronics NV | 5,000 | 172.8K $ | |
| 36 | SolarEdge Technologies Inc | 3,000 | 153.2K $ | |
| 37 | Koninklijke Philips NV | 4,962 | 136K $ | |
| 38 | Honeywell International Inc | 580 | 131.1K $ | |
| 39 | Enphase Energy Inc | 3,000 | 113.4K $ | |
| 40 | Coursera Inc | 10,000 | 58.2K $ | |
| 41 | Carrier Global Corp | 1,000 | 56.3K $ | |
| 42 | NuScale Power Corp | 5,000 | 54.2K $ | |
| 43 | Accelleron Industries AG | 350 | 31.3K $ | |
| 44 | Arq, Inc. | 6,800 | 17.4K $ | |
| 45 | ChargePoint Holdings Inc | 3,000 | 14.6K $ | |
| 46 | Orion Energy Systems Inc | 1,400 | 12.2K $ | |
| 47 | Solstice Advanced Materials Inc | 145 | 11K $ | |