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Firsthand Capital Management, Inc.

CIK 1476179 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Firsthand Capital Management, Inc. reported 54 US-listed holdings worth $62.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Roku, Inc. (13.2%), Bloom Energy Corp. (12.1%) and Rocket Lab Corp. (9.7%). Against the quarter before, it opened 11 positions, added to 4, trimmed 8 and sold out of 4.

Reported holdings$62.6M+33.4% on Q1 2026
Positions54+7 on Q1 2026
The largest ten62.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
ROKU13.2%BE12.1%RKLB9.7%COHR6.3%OKLO5.0%VSAT4.3%ASMIY3.7%AVGO3.0%GLW2.6%PLTR2.4%PWR2.4%HOOD2.4%FLY2.3%SOFI40 more28.1%

The 14 largest of its 54 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $50.7 million in 45 positions$50.7MQ3 24Q4 2024: $48.1 million in 48 positions$48.1MQ4 24Q1 2025: $41.3 million in 47 positions$41.3MQ1 25Q2 2025: $55.6 million in 49 positions$55.6MQ2 25Q3 2025: $59.6 million in 47 positions$59.6MQ3 25Q4 2025: $53.9 million in 47 positions$53.9MQ4 25Q1 2026: $46.9 million in 47 positions$46.9MQ1 26Q2 2026: $62.6 million in 54 positions$62.6MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +72.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100125150175Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +72.5%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 4Held 31Trimmed 8Sold out 4
Opened: 11Added: 4Held: 31Trimmed: 8Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Viasat Inc. VSAT$2.7 million
  2. Firefly Aerospace Inc. FLY$1.5 million
  3. Voyager Technologies, Inc. VOYG$1.3 million
  4. Redwire Corp. RDW$1.2 million
  5. Planet Labs PBC PL$828,250
  6. Intuitive Machines Inc. LUNR$641,700
  7. Williams Companies, Inc. WMB$594,720
  8. Blacksky Technology Inc. BKSY$558,400

and 3 more in the table below

Added to 4

  1. Oklo Inc. OKLO+30,000 shares · +100%
  2. Enphase Energy, Inc. ENPH+10,000 shares · +333%
  3. Solaredge Technologies, Inc. SEDG+5,000 shares · +167%
  4. Koninklijke Philips N.V. PHG+184 shares · +4%

Trimmed 8

  1. Bloom Energy Corp. BE-7,000 shares · -22%
  2. Arista Networks, Inc. ANET-10,000 shares · -67%
  3. Uber Technologies, Inc. UBER-20,000 shares · -80%
  4. Netflix Inc. NFLX-20,000 shares · -50%
  5. Roku, Inc. ROKU-10,000 shares · -14%
  6. Toast, Inc. TOST-30,000 shares · -50%
  7. ASM International ASMIY-500 shares · -20%
  8. ON Semiconductor Corp. ON-2,000 shares · -25%

Sold out of 4

  1. Palo Alto Networks Inc. PANW$1.6 million last quarter
  2. MongoDB, Inc. MDB$1.2 million last quarter
  3. Zscaler, Inc. ZS$701,450 last quarter
  4. Honeywell International Inc. HON$131,097 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Roku, Inc. ROKU60.0K$8.3 million13.25%-10.0K
Bloom Energy Corp. BE25.0K$7.6 million12.10%-7.0K
Rocket Lab Corp. RKLB60.0K$6.1 million9.75%no change
Coherent Corp. COHR10.0K$3.9 million6.31%no change
Oklo Inc. OKLO60.0K$3.1 million5.02%+30.0K
Viasat Inc. VSAT30.0K$2.7 million4.31%new
ASM International ASMIY2.0K$2.3 million3.67%-500
Broadcom Inc. AVGO5.0K$1.9 million3.02%no change
Corning Inc. GLW6.5K$1.7 million2.64%no change
Palantir Technologies Inc. PLTR13.0K$1.5 million2.42%no change
Quanta Services, Inc. PWR2.1K$1.5 million2.42%no change
Robinhood Markets, Inc. HOOD15.0K$1.5 million2.40%no change
Firefly Aerospace Inc. FLY50.0K$1.5 million2.35%new
SoFi Technologies, Inc. SOFI80.0K$1.4 million2.29%no change
Netflix Inc. NFLX20.0K$1.4 million2.28%-20.0K
Voyager Technologies, Inc. VOYG40.0K$1.3 million2.06%new
Redwire Corp. RDW100.0K$1.2 million1.95%new
Arista Networks, Inc. ANET5.0K$849,4001.36%-10.0K
Toast, Inc. TOST30.0K$834,6001.33%-30.0K
Planet Labs PBC PL25.0K$828,2501.32%new
Aspen Aerogels Inc. ASPN125.0K$792,5001.27%no change
Domo Inc. DOMO250.0K$782,5001.25%no change
Abb Ltd Sponsored ADR ABBNY7.0K$760,9001.22%no change
Axcelis Technologies Inc. ACLS4.0K$757,8001.21%no change
Intuitive Machines Inc. LUNR30.0K$641,7001.03%new
Enphase Energy, Inc. ENPH13.0K$640,1201.02%+10.0K
Williams Companies, Inc. WMB8.0K$594,7200.95%new
Wolfspeed Inc. WOLF12.2K$590,9660.94%no change
ON Semiconductor Corp. ON6.0K$567,2400.91%-2.0K
Blacksky Technology Inc. BKSY20.0K$558,4000.89%new
GE Vernova Inc. GEV400$469,9440.75%no change
Solaredge Technologies, Inc. SEDG8.0K$467,5200.75%+5.0K
BWX Technologies, Inc. BWXT2.0K$389,3000.62%no change
TotalEnergies SE TTE5.0K$388,8000.62%new
STMicroelectronics N.V. STM5.0K$374,4500.60%no change
Uber Technologies, Inc. UBER5.0K$360,8000.58%-20.0K
Monolithic Power Systems, Inc. MPWR200$276,4720.44%no change
Chegg Inc. CHGG260.0K$262,6000.42%no change
First Solar, Inc. FSLR1.0K$235,9600.38%no change
Ormat Technologies, Inc. ORA2.0K$217,8000.35%no change
Itron, Inc. ITRI2.0K$173,0600.28%no change
Coinbase Global, Inc. COIN1.0K$146,1900.23%no change
Koninklijke Philips N.V. PHG5.1K$139,9200.22%+184
Complete Solaria Inc. SPWR150.0K$103,0950.16%no change
Carrier Global Corp. CARR1.0K$73,3500.12%no change
Honeywell International Inc. HON290$64,9310.10%new
Honeywell Aerospace Inc. HONA290$64,1130.10%new
Coursera Inc. COUR10.0K$56,4000.09%no change
Nuscale Power Corp. SMR5.0K$50,1500.08%no change
Accelleron Industries AG ACLLY350$35,5290.06%no change
Chargepoint Holdings Inc. Com SHS CHPT3.0K$17,7300.03%no change
Arq Inc. ARQ6.8K$17,3400.03%no change
Orion Energy Systems Inc. OESX1.4K$16,3660.03%no change
Solstice Advanced Materials Inc. SOLS145$12,8470.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.