Firsthand Capital Management, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Firsthand Capital Management, Inc. reported 47 stock positions worth $46.9 million. Its top holding was Roku (ROKU) at 14.1% of the portfolio, followed by Bloom Energy Class A (BE, 9.2%) and Rocket Lab (RKLB, 8.2%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was Bloom Energy Class A (BE, shares +167%) and the biggest sale Palantir Technologies Class A (PLTR, shares −64%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001476179
Portfolio Value
$46.9M (Q1 2026)
SEC Filing
0001398344-26-009198 ↗ filed May 14, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $61.3M Q1 2024 Q2 2024: $51.4M Q2 2024 Q3 2024: $50.7M Q3 2024 Q4 2024: $48.1M Q4 2024 Q1 2025: $41.3M Q1 2025 Q2 2025: $55.6M Q2 2025 Q3 2025: $59.6M Q3 2025 Q4 2025: $53.9M Q4 2025 Q1 2026: $46.9M $46.9M Q1 2026 Q2 2026: $62.6M Q2 2026

Holdings 47 stocks · $46.9M
ROKU Roku Inc. 14.13% 70,000 $6.6M Reduce -6.7%
BE Bloom Energy Corp. Class A 9.25% 32,000 $4.3M Add +166.7%
RKLB Rocket Lab Corp. 8.22% 60,000 $3.9M No change
NFLX Netflix Inc. 8.20% 40,000 $3.8M Reduce -11.1%
COHR Coherent Corp. 5.08% 10,000 $2.4M No change
PLTR Palantir Technologies Inc. Class A 4.06% 13,000 $1.9M Reduce -63.9%
ASMIY Asm International-NY Reg SHS 4.02% 2,500 $1.9M New
ANET Arista Networks Inc. 3.93% 15,000 $1.8M Reduce -16.7%
UBER Uber Technologies Inc. 3.84% 25,000 $1.8M No change
PANW Palo Alto Networks Inc. 3.42% 10,000 $1.6M No change
TOST Toast Inc. Class A 3.39% 60,000 $1.6M No change
AVGO Broadcom Inc. 3.30% 5,000 $1.5M No change
OKLO Oklo Inc. 3.17% 30,000 $1.5M No change
SOFI Sofi Technologies Inc. 2.71% 80,000 $1.3M No change
MDB Mongodb Inc. 2.61% 5,000 $1.2M No change
PWR Quanta Services Inc. 2.46% 2,100 $1.2M No change
HOOD Robinhood Markets Inc. Class A 2.22% 15,000 $1.0M No change
GLW Corning Inc. 1.87% 6,460 $878K No change
HUCK Huckleberry AI Inc. filed as DOMO INC 1.63% 250,000 $765K No change
ZS Zscaler Inc. 1.50% 5,000 $701K No change
ABBNY Abb Ltd.-Spon ADR 1.20% 7,000 $563K No change
ON On Semiconductor 1.06% 8,000 $495K No change
ASPN Aspen Aerogels Inc. 0.91% 125,000 $428K No change
BWXT BWX Technologies Inc. 0.87% 2,000 $409K No change
ACLS Axcelis Technologies Inc. 0.79% 4,000 $372K No change
GEV GE Vernova Inc. 0.74% 400 $349K No change
ORA Ormat Technologies Inc. 0.48% 2,000 $224K No change
MPWR Monolithic Power Systems Inc. 0.47% 200 $219K No change
WOLF Wolfspeed Inc. 0.43% 12,248 $200K Add +66.6%
FSLR First Solar Inc. 0.42% 1,000 $197K No change
CHGG Chegg Inc. 0.41% 260,000 $193K No change
SPWR Sunpower Inc. 0.41% 150,000 $191K No change
ITRI Itron Inc. 0.38% 2,000 $179K No change
COIN Coinbase Global Inc. Class A 0.37% 1,000 $175K No change
STM Stmicroelectronics NV-NY SHS 0.37% 5,000 $173K No change
SEDG Solaredge Technologies Inc. 0.33% 3,000 $153K No change
PHG Koninklijke Philips NVR- NY 0.29% 4,962 $136K No change
HON Honeywell International Inc. 0.28% 580 $131K No change
ENPH Enphase Energy Inc. 0.24% 3,000 $113K No change
COUR Coursera Inc. 0.12% 10,000 $58K No change
CARR Carrier Global Corp. 0.12% 1,000 $56K No change
SMR Nuscale Power Corp. 0.12% 5,000 $54K No change
ACLLY Accelleron Industries AG 0.07% 350 $31K No change
ARQ Arq Inc. 0.04% 6,800 $17K No change
CHPT Chargepoint Holdings Inc. 0.03% 3,000 $15K No change
OESX Orion Energy Systems Inc. 0.03% 1,400 $12K No change
SOLS Solstice Adv Materials Inc. 0.02% 145 $11K No change

Portfolio Sells Q4 2025 → Q1 2026
PLTR Palantir Technologies Inc. Class A Reduce -63.9% 4.06% −7.82
ROKU Roku Inc. Reduce -6.7% 14.13% −0.98
UPST Upstart Holdings Inc. Sold out 0.00% −0.81
ANET Arista Networks Inc. Reduce -16.7% 3.93% −0.45
NFLX Netflix Inc. Reduce -11.1% 8.20% +0.37

Portfolio Buys Q4 2025 → Q1 2026
BE Bloom Energy Corp. Class A Add +166.7% 9.25% +7.31
ASMIY Asm International-NY Reg SHS New 4.02% +4.02
WOLF Wolfspeed Inc. Add +66.6% 0.43% +0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$62.6MROKU, BE, RKLB, COHR, OKLO
Q1 2026 47$46.9MROKU, BE, RKLB, NFLX, COHR
Q4 2025 47$53.9MROKU, PLTR, NFLX, RKLB, ANET
Q3 2025 47$59.6MROKU, PLTR, NFLX, HUCK, RKLB
Q2 2025 49$55.6MPLTR, NFLX, ROKU, HUCK, DOCU
Q1 2025 47$41.3MPLTR, ROKU, NFLX, DOCU, UBER
Q4 2024 48$48.1MPLTR, ROKU, NFLX, DOCU, KTOS
Q3 2024 45$50.7MROKU, KTOS, NFLX, ZS, PLTR
Q2 2024 44$51.4MPOWI, WOLF, ON, ACLLY, ASPN
Q1 2024 51$61.3MWOLF, ROKU, KTOS, ZS, DOCU