Filed: 5/14/2026ACC: 0001398344-26-009198
📋 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 $46.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$46.88M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
COMMON STOCK$46.88M100.0%
Portfolio Concentration
Top 3$14.81M31.6%
4–10$15.26M32.5%
11–25$13.92M29.7%
Rest$2.89M6.2%
Top 3 weight
31.6%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
1.36M
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
SOLEShares70K
TypeSH
Market value$6.62M
14.13%
Sole
70K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares32K
TypeSH
Market value$4.34M
9.25%
Sole
32K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares60K
TypeSH
Market value$3.85M
8.22%
Sole
60K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares40K
TypeSH
Market value$3.85M
8.20%
Sole
40K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares10K
TypeSH
Market value$2.38M
5.08%
Sole
10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares13K
TypeSH
Market value$1.90M
4.06%
Sole
13K
Shared
0.00
None
0.00
ASM INTERNATIONAL NV
SOLEShares2.50K
TypeSH
Market value$1.88M
4.02%
Sole
2.50K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares15K
TypeSH
Market value$1.84M
3.93%
Sole
15K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares25K
TypeSH
Market value$1.80M
3.84%
Sole
25K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10K
TypeSH
Market value$1.60M
3.42%
Sole
10K
Shared
0.00
None
0.00
TOAST INC
SOLEShares60K
TypeSH
Market value$1.59M
3.39%
Sole
60K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5K
TypeSH
Market value$1.55M
3.30%
Sole
5K
Shared
0.00
None
0.00
OKLO INC
SOLEShares30K
TypeSH
Market value$1.49M
3.17%
Sole
30K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares80K
TypeSH
Market value$1.27M
2.71%
Sole
80K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares5K
TypeSH
Market value$1.22M
2.61%
Sole
5K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$1.15M
2.46%
Sole
2.10K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares15K
TypeSH
Market value$1.04M
2.22%
Sole
15K
Shared
0.00
None
0.00
CORNING INC
SOLEShares6.46K
TypeSH
Market value$878.4K
1.87%
Sole
6.46K
Shared
0.00
None
0.00
DOMO INC
SOLEShares250K
TypeSH
Market value$765.0K
1.63%
Sole
250K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5K
TypeSH
Market value$701.5K
1.50%
Sole
5K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$563.4K
1.20%
Sole
7K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares8K
TypeSH
Market value$495.4K
1.06%
Sole
8K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$427.5K
0.91%
Sole
125K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares2K
TypeSH
Market value$409.0K
0.87%
Sole
2K
Shared
0.00
None
0.00
AXCELIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$372.3K
0.79%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 70K | SH | $6.62M 14.13% | 70K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | Common Stock | 32K | SH | $4.34M 9.25% | 32K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | Common Stock | 60K | SH | $3.85M 8.22% | 60K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 40K | SH | $3.85M 8.20% | 40K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common Stock | 10K | SH | $2.38M 5.08% | 10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 13K | SH | $1.90M 4.06% | 13K | 0.00 | 0.00 |
ASM INTERNATIONAL NVSOLE | Common Stock | 2.50K | SH | $1.88M 4.02% | 2.50K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 15K | SH | $1.84M 3.93% | 15K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 25K | SH | $1.80M 3.84% | 25K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 10K | SH | $1.60M 3.42% | 10K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 60K | SH | $1.59M 3.39% | 60K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 5K | SH | $1.55M 3.30% | 5K | 0.00 | 0.00 |
OKLO INCSOLE | Common Stock | 30K | SH | $1.49M 3.17% | 30K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Common Stock | 80K | SH | $1.27M 2.71% | 80K | 0.00 | 0.00 |
MONGODB INCSOLE | Common Stock | 5K | SH | $1.22M 2.61% | 5K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $1.15M 2.46% | 2.10K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 15K | SH | $1.04M 2.22% | 15K | 0.00 | 0.00 |
CORNING INCSOLE | Common Stock | 6.46K | SH | $878.4K 1.87% | 6.46K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 250K | SH | $765.0K 1.63% | 250K | 0.00 | 0.00 |
ZSCALER INCSOLE | Common Stock | 5K | SH | $701.5K 1.50% | 5K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $563.4K 1.20% | 7K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | Common Stock | 8K | SH | $495.4K 1.06% | 8K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $427.5K 0.91% | 125K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | Common Stock | 2K | SH | $409.0K 0.87% | 2K | 0.00 | 0.00 |
AXCELIS TECHNOLOGIES INCSOLE | Common Stock | 4K | SH | $372.3K 0.79% | 4K | 0.00 | 0.00 |
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