Filed: 2/13/2026ACC: 0001398344-26-003016
📋 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 $53.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$53.87M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
COMMON STOCK$53.87M100.0%
Portfolio Concentration
Top 3$18.75M34.8%
4–10$17.13M31.8%
11–25$15.19M28.2%
Rest$2.80M5.2%
Top 3 weight
34.8%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
1.37M
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$8.14M
15.11%
Sole
75K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares36K
TypeSH
Market value$6.40M
11.88%
Sole
36K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares45K
TypeSH
Market value$4.22M
7.83%
Sole
45K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares60K
TypeSH
Market value$4.19M
7.77%
Sole
60K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares18K
TypeSH
Market value$2.36M
4.38%
Sole
18K
Shared
0.00
None
0.00
OKLO INC
SOLEShares30K
TypeSH
Market value$2.15M
4.00%
Sole
30K
Shared
0.00
None
0.00
TOAST INC
SOLEShares60K
TypeSH
Market value$2.13M
3.96%
Sole
60K
Shared
0.00
None
0.00
DOMO INC
SOLEShares250K
TypeSH
Market value$2.11M
3.91%
Sole
250K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$2.10M
3.90%
Sole
5K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares80K
TypeSH
Market value$2.09M
3.89%
Sole
80K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$2.04M
3.79%
Sole
25K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares10K
TypeSH
Market value$1.85M
3.43%
Sole
10K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$1.84M
3.42%
Sole
10K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5K
TypeSH
Market value$1.73M
3.21%
Sole
5K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares15K
TypeSH
Market value$1.70M
3.15%
Sole
15K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5K
TypeSH
Market value$1.12M
2.09%
Sole
5K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares12K
TypeSH
Market value$1.04M
1.94%
Sole
12K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$886.3K
1.65%
Sole
2.10K
Shared
0.00
None
0.00
CORNING INC
SOLEShares6.46K
TypeSH
Market value$565.6K
1.05%
Sole
6.46K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$517.8K
0.96%
Sole
7K
Shared
0.00
None
0.00
UPSTART HOLDINGS INC
SOLEShares10K
TypeSH
Market value$437.3K
0.81%
Sole
10K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares8K
TypeSH
Market value$433.2K
0.80%
Sole
8K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$353.8K
0.66%
Sole
125K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares2K
TypeSH
Market value$345.7K
0.64%
Sole
2K
Shared
0.00
None
0.00
AXCELIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$321.4K
0.60%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 75K | SH | $8.14M 15.11% | 75K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 36K | SH | $6.40M 11.88% | 36K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 45K | SH | $4.22M 7.83% | 45K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | Common Stock | 60K | SH | $4.19M 7.77% | 60K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 18K | SH | $2.36M 4.38% | 18K | 0.00 | 0.00 |
OKLO INCSOLE | Common Stock | 30K | SH | $2.15M 4.00% | 30K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 60K | SH | $2.13M 3.96% | 60K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 250K | SH | $2.11M 3.91% | 250K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $2.10M 3.90% | 5K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Common Stock | 80K | SH | $2.09M 3.89% | 80K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $2.04M 3.79% | 25K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common Stock | 10K | SH | $1.85M 3.43% | 10K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $1.84M 3.42% | 10K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 5K | SH | $1.73M 3.21% | 5K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 15K | SH | $1.70M 3.15% | 15K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 5K | SH | $1.12M 2.09% | 5K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | Common Stock | 12K | SH | $1.04M 1.94% | 12K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $886.3K 1.65% | 2.10K | 0.00 | 0.00 |
CORNING INCSOLE | Common Stock | 6.46K | SH | $565.6K 1.05% | 6.46K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $517.8K 0.96% | 7K | 0.00 | 0.00 |
UPSTART HOLDINGS INCSOLE | Common Stock | 10K | SH | $437.3K 0.81% | 10K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 8K | SH | $433.2K 0.80% | 8K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $353.8K 0.66% | 125K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | Common Stock | 2K | SH | $345.7K 0.64% | 2K | 0.00 | 0.00 |
AXCELIS TECHNOLOGIES INCSOLE | Common Stock | 4K | SH | $321.4K 0.60% | 4K | 0.00 | 0.00 |
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