Filed: 8/15/2025ACC: 0001398344-25-015930
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $55.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$55.56M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COMMON STOCK$55.56M100.0%
Portfolio Concentration
Top 3$20.79M37.4%
4–10$15.33M27.6%
11–25$15.09M27.2%
Rest$4.35M7.8%
Top 3 weight
37.4%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares55K
TypeSH
Market value$7.50M
13.50%
Sole
55K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5K
TypeSH
Market value$6.70M
12.05%
Sole
5K
Shared
0.00
None
0.00
ROKU INC
SOLEShares75K
TypeSH
Market value$6.59M
11.86%
Sole
75K
Shared
0.00
None
0.00
DOMO INC
SOLEShares230K
TypeSH
Market value$3.21M
5.78%
Sole
230K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares30K
TypeSH
Market value$2.34M
4.21%
Sole
30K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$2.33M
4.20%
Sole
25K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$2.05M
3.68%
Sole
10K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares18K
TypeSH
Market value$1.84M
3.31%
Sole
18K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares50K
TypeSH
Market value$1.79M
3.22%
Sole
50K
Shared
0.00
None
0.00
TOAST INC
SOLEShares40K
TypeSH
Market value$1.77M
3.19%
Sole
40K
Shared
0.00
None
0.00
OKLO INC
SOLEShares30K
TypeSH
Market value$1.68M
3.02%
Sole
30K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.63M
2.94%
Sole
7K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares5K
TypeSH
Market value$1.57M
2.83%
Sole
5K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5K
TypeSH
Market value$1.57M
2.83%
Sole
5K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$1.05M
1.89%
Sole
5K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares11K
TypeSH
Market value$1.03M
1.85%
Sole
11K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10K
TypeSH
Market value$999.7K
1.80%
Sole
10K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$910.5K
1.64%
Sole
50K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares10K
TypeSH
Market value$892.1K
1.61%
Sole
10K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$794.0K
1.43%
Sole
2.10K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares10K
TypeSH
Market value$743.2K
1.34%
Sole
10K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$740.0K
1.33%
Sole
125K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2K
TypeSH
Market value$635.3K
1.14%
Sole
2K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares8K
TypeSH
Market value$419.3K
0.75%
Sole
8K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$417.7K
0.75%
Sole
7K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 55K | SH | $7.50M 13.50% | 55K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 5K | SH | $6.70M 12.05% | 5K | 0.00 | 0.00 |
ROKU INCSOLE | Common Stock | 75K | SH | $6.59M 11.86% | 75K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 230K | SH | $3.21M 5.78% | 230K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | Common Stock | 30K | SH | $2.34M 4.21% | 30K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $2.33M 4.20% | 25K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $2.05M 3.68% | 10K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 18K | SH | $1.84M 3.31% | 18K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | Common Stock | 50K | SH | $1.79M 3.22% | 50K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 40K | SH | $1.77M 3.19% | 40K | 0.00 | 0.00 |
OKLO INCSOLE | Common Stock | 30K | SH | $1.68M 3.02% | 30K | 0.00 | 0.00 |
WORKDAY INCSOLE | Common Stock | 7K | SH | $1.63M 2.94% | 7K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | Common Stock | 5K | SH | $1.57M 2.83% | 5K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 5K | SH | $1.57M 2.83% | 5K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $1.05M 1.89% | 5K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 11K | SH | $1.03M 1.85% | 11K | 0.00 | 0.00 |
OKTA INCSOLE | Common Stock | 10K | SH | $999.7K 1.80% | 10K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Common Stock | 50K | SH | $910.5K 1.64% | 50K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common Stock | 10K | SH | $892.1K 1.61% | 10K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $794.0K 1.43% | 2.10K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | Common Stock | 10K | SH | $743.2K 1.34% | 10K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $740.0K 1.33% | 125K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 2K | SH | $635.3K 1.14% | 2K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 8K | SH | $419.3K 0.75% | 8K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $417.7K 0.75% | 7K | 0.00 | 0.00 |
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