Filed: 11/14/2025ACC: 0001398344-25-020982
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $59.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$59.57M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COMMON STOCK$59.57M100.0%
Portfolio Concentration
Top 3$19.47M32.7%
4–10$20.07M33.7%
11–25$16.10M27.0%
Rest$3.93M6.6%
Top 3 weight
32.7%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 1.35M
Sole
Full voting authority
1.35M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
ROKU INC
SOLEShares75K
TypeSH
Market value$7.51M
12.61%
Sole
75K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares36K
TypeSH
Market value$6.57M
11.02%
Sole
36K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares4.50K
TypeSH
Market value$5.40M
9.06%
Sole
4.50K
Shared
0.00
None
0.00
DOMO INC
SOLEShares250K
TypeSH
Market value$3.96M
6.65%
Sole
250K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares70K
TypeSH
Market value$3.35M
5.63%
Sole
70K
Shared
0.00
None
0.00
OKLO INC
SOLEShares30K
TypeSH
Market value$3.35M
5.62%
Sole
30K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares18K
TypeSH
Market value$2.62M
4.40%
Sole
18K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$2.45M
4.11%
Sole
25K
Shared
0.00
None
0.00
TOAST INC
SOLEShares60K
TypeSH
Market value$2.19M
3.68%
Sole
60K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares15K
TypeSH
Market value$2.15M
3.61%
Sole
15K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares80K
TypeSH
Market value$2.11M
3.55%
Sole
80K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$2.04M
3.42%
Sole
10K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5K
TypeSH
Market value$1.65M
2.77%
Sole
5K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$1.55M
2.61%
Sole
5K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5K
TypeSH
Market value$1.50M
2.52%
Sole
5K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares15K
TypeSH
Market value$1.27M
2.13%
Sole
15K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares10K
TypeSH
Market value$1.08M
1.81%
Sole
10K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$870.3K
1.46%
Sole
2.10K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$870.0K
1.46%
Sole
125K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares1K
TypeSH
Market value$783.2K
1.31%
Sole
1K
Shared
0.00
None
0.00
CORNING INC
SOLEShares6.46K
TypeSH
Market value$529.9K
0.89%
Sole
6.46K
Shared
0.00
None
0.00
UPSTART HOLDINGS INC
SOLEShares10K
TypeSH
Market value$508.0K
0.85%
Sole
10K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$503.6K
0.85%
Sole
7K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares2K
TypeSH
Market value$441.1K
0.74%
Sole
2K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares8K
TypeSH
Market value$394.5K
0.66%
Sole
8K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 75K | SH | $7.51M 12.61% | 75K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 36K | SH | $6.57M 11.02% | 36K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 4.50K | SH | $5.40M 9.06% | 4.50K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 250K | SH | $3.96M 6.65% | 250K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | Common Stock | 70K | SH | $3.35M 5.63% | 70K | 0.00 | 0.00 |
OKLO INCSOLE | Common Stock | 30K | SH | $3.35M 5.62% | 30K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 18K | SH | $2.62M 4.40% | 18K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $2.45M 4.11% | 25K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 60K | SH | $2.19M 3.68% | 60K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 15K | SH | $2.15M 3.61% | 15K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Common Stock | 80K | SH | $2.11M 3.55% | 80K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $2.04M 3.42% | 10K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 5K | SH | $1.65M 2.77% | 5K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $1.55M 2.61% | 5K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 5K | SH | $1.50M 2.52% | 5K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | Common Stock | 15K | SH | $1.27M 2.13% | 15K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common Stock | 10K | SH | $1.08M 1.81% | 10K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $870.3K 1.46% | 2.10K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $870.0K 1.46% | 125K | 0.00 | 0.00 |
EQUINIX INCSOLE | Common Stock | 1K | SH | $783.2K 1.31% | 1K | 0.00 | 0.00 |
CORNING INCSOLE | Common Stock | 6.46K | SH | $529.9K 0.89% | 6.46K | 0.00 | 0.00 |
UPSTART HOLDINGS INCSOLE | Common Stock | 10K | SH | $508.0K 0.85% | 10K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $503.6K 0.85% | 7K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | Common Stock | 2K | SH | $441.1K 0.74% | 2K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 8K | SH | $394.5K 0.66% | 8K | 0.00 | 0.00 |
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