Institutional Fund
Firsthand Capital Management, Inc.
San Jose, CACIK 14761795 filings on record
Portfolio Value
$46.88M
Q1 2026
Holdings
47
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-13.0%
from $53.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Roku Inc14.1%
- Bloom Energy Corp9.2%
- Rocket Lab Corp8.2%
- Netflix Inc8.2%
- Coherent Corp5.1%
- Palantir Technologies Inc4.1%
- Other51.1%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Roku Inc | 70.0K | $6.62M | 14.1% | −5.0K | Reduced |
| 2 | Bloom Energy Corp | 32.0K | $4.34M | 9.2% | +20.0K | Added |
| 3 | Rocket Lab Corp | 60.0K | $3.85M | 8.2% | 0 | Held |
| 4 | Netflix Inc | 40.0K | $3.85M | 8.2% | −5.0K | Reduced |
| 5 | Coherent Corp | 10.0K | $2.38M | 5.1% | 0 | Held |
| 6 | Palantir Technologies Inc | 13.0K | $1.90M | 4.1% | −23.0K | Reduced |
| 7 | Asm Intl N V Ny Register Sh | 2.5K | $1.88M | 4.0% | +2.5K | New |
| 8 | Arista Networks Inc | 15.0K | $1.84M | 3.9% | −3.0K | Reduced |
| 9 | Uber Technologies Inc | 25.0K | $1.80M | 3.8% | 0 | Held |
| 10 | Palo Alto Networks Inc | 10.0K | $1.60M | 3.4% | 0 | Held |
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