Filed: 8/14/2026ACC: 0001398344-26-014406
📋 What this filing means
FIRSTHAND CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $62.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$62.56M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COMMON STOCK$62.56M100.0%
Portfolio Concentration
Top 3$21.95M35.1%
4–10$17.13M27.4%
11–25$16.11M25.7%
Rest$7.37M11.8%
Top 3 weight
35.1%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
1.59M
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)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
ROKU INC
SOLEShares60K
TypeSH
Market value$8.29M
13.25%
Sole
60K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares25K
TypeSH
Market value$7.57M
12.10%
Sole
25K
Shared
0.00
None
0.00
ROCKET LAB CORP
SOLEShares60K
TypeSH
Market value$6.10M
9.75%
Sole
60K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares10K
TypeSH
Market value$3.94M
6.31%
Sole
10K
Shared
0.00
None
0.00
OKLO INC
SOLEShares60K
TypeSH
Market value$3.14M
5.02%
Sole
60K
Shared
0.00
None
0.00
VIASAT INC
SOLEShares30K
TypeSH
Market value$2.69M
4.31%
Sole
30K
Shared
0.00
None
0.00
ASM INTERNATIONAL NV
SOLEShares2K
TypeSH
Market value$2.30M
3.67%
Sole
2K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5K
TypeSH
Market value$1.89M
3.02%
Sole
5K
Shared
0.00
None
0.00
CORNING INC
SOLEShares6.46K
TypeSH
Market value$1.65M
2.64%
Sole
6.46K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares13K
TypeSH
Market value$1.52M
2.42%
Sole
13K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares2.10K
TypeSH
Market value$1.51M
2.42%
Sole
2.10K
Shared
0.00
None
0.00
ROBINHOOD MARKETS INC
SOLEShares15K
TypeSH
Market value$1.50M
2.40%
Sole
15K
Shared
0.00
None
0.00
FIREFLY AEROSPACE INC
SOLEShares50K
TypeSH
Market value$1.47M
2.35%
Sole
50K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares80K
TypeSH
Market value$1.43M
2.29%
Sole
80K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares20K
TypeSH
Market value$1.43M
2.28%
Sole
20K
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
SOLEShares40K
TypeSH
Market value$1.29M
2.06%
Sole
40K
Shared
0.00
None
0.00
REDWIRE CORP
SOLEShares100K
TypeSH
Market value$1.22M
1.95%
Sole
100K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares5K
TypeSH
Market value$849.4K
1.36%
Sole
5K
Shared
0.00
None
0.00
TOAST INC
SOLEShares30K
TypeSH
Market value$834.6K
1.33%
Sole
30K
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares25K
TypeSH
Market value$828.3K
1.32%
Sole
25K
Shared
0.00
None
0.00
ASPEN AEROGELS INC
SOLEShares125K
TypeSH
Market value$792.5K
1.27%
Sole
125K
Shared
0.00
None
0.00
DOMO INC
SOLEShares250K
TypeSH
Market value$782.5K
1.25%
Sole
250K
Shared
0.00
None
0.00
ABB LTD
SOLEShares7K
TypeSH
Market value$760.9K
1.22%
Sole
7K
Shared
0.00
None
0.00
AXCELIS TECHNOLOGIES INC
SOLEShares4K
TypeSH
Market value$757.8K
1.21%
Sole
4K
Shared
0.00
None
0.00
INTUITIVE MACHINES INC
SOLEShares30K
TypeSH
Market value$641.7K
1.03%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROKU INCSOLE | Common Stock | 60K | SH | $8.29M 13.25% | 60K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | Common Stock | 25K | SH | $7.57M 12.10% | 25K | 0.00 | 0.00 |
ROCKET LAB CORPSOLE | Common Stock | 60K | SH | $6.10M 9.75% | 60K | 0.00 | 0.00 |
COHERENT CORPSOLE | Common Stock | 10K | SH | $3.94M 6.31% | 10K | 0.00 | 0.00 |
OKLO INCSOLE | Common Stock | 60K | SH | $3.14M 5.02% | 60K | 0.00 | 0.00 |
VIASAT INCSOLE | Common Stock | 30K | SH | $2.69M 4.31% | 30K | 0.00 | 0.00 |
ASM INTERNATIONAL NVSOLE | Common Stock | 2K | SH | $2.30M 3.67% | 2K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 5K | SH | $1.89M 3.02% | 5K | 0.00 | 0.00 |
CORNING INCSOLE | Common Stock | 6.46K | SH | $1.65M 2.64% | 6.46K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | Common Stock | 13K | SH | $1.52M 2.42% | 13K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | Common Stock | 2.10K | SH | $1.51M 2.42% | 2.10K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | Common Stock | 15K | SH | $1.50M 2.40% | 15K | 0.00 | 0.00 |
FIREFLY AEROSPACE INCSOLE | Common Stock | 50K | SH | $1.47M 2.35% | 50K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | Common Stock | 80K | SH | $1.43M 2.29% | 80K | 0.00 | 0.00 |
NETFLIX INCSOLE | Common Stock | 20K | SH | $1.43M 2.28% | 20K | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCSOLE | Common Stock | 40K | SH | $1.29M 2.06% | 40K | 0.00 | 0.00 |
REDWIRE CORPSOLE | Common Stock | 100K | SH | $1.22M 1.95% | 100K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | Common Stock | 5K | SH | $849.4K 1.36% | 5K | 0.00 | 0.00 |
TOAST INCSOLE | Common Stock | 30K | SH | $834.6K 1.33% | 30K | 0.00 | 0.00 |
PLANET LABS PBCSOLE | Common Stock | 25K | SH | $828.3K 1.32% | 25K | 0.00 | 0.00 |
ASPEN AEROGELS INCSOLE | Common Stock | 125K | SH | $792.5K 1.27% | 125K | 0.00 | 0.00 |
DOMO INCSOLE | Common Stock | 250K | SH | $782.5K 1.25% | 250K | 0.00 | 0.00 |
ABB LTDSOLE | Common Stock | 7K | SH | $760.9K 1.22% | 7K | 0.00 | 0.00 |
AXCELIS TECHNOLOGIES INCSOLE | Common Stock | 4K | SH | $757.8K 1.21% | 4K | 0.00 | 0.00 |
INTUITIVE MACHINES INCSOLE | Common Stock | 30K | SH | $641.7K 1.03% | 30K | 0.00 | 0.00 |
Page 1 of 3