Sponsored

The Analysis of Firsthand Capital Management, Inc.'s Holdings & P&L

Currently, Firsthand Capital Management, Inc. holds 47 types of securities in its portfolio with a total value $46.9M. In the most recent quarter, they have increased their positions in BE (+20.0K shares, valued at $2.7M), ASMIY (+2.5K shares, valued at $1.9M), WOLF (+4.9K shares, valued at $79.9K); decreased their positions in PLTR (-23.0K shares, valued at $3.4M), NFLX (-5.0K shares, valued at $480.8K), ROKU (-5.0K shares, valued at $473.1K); initiated new positions in ASMIY (+2.5K shares, valued at $1.9M).

1M P&L

+3.1M+7.36%

3M P&L

+8.3M+22.45%

HY P&L

+1.9M+4.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure13.6M

31.1%

2Entertainment12.4M

28.3%

3Software - Application4.2M

9.5%

Top Industries by Stock Count

1Software - Infrastructure5 stocks

12.5%

2Semiconductors4 stocks

10.0%

3Solar4 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ROKU ROKU INC70.0K shares-6.67%2026-03-312026-05-14

BE BLOOM ENERGY CORP32.0K shares166.67%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP60.0K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC40.0K shares-11.11%2026-03-312026-05-14

COHERENT CORP COHERENT CORP10.0K shares0.00%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC13.0K shares-63.89%2026-03-312026-05-14

ASMIY ASM INTERNATIONAL NV2.5K sharesnew addition2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC15.0K shares-16.67%2026-03-312026-05-14

Sponsored

UBER UBER TECHNOLOGIES INC25.0K shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC10.0K shares0.00%2026-03-312026-05-14

TOST TOAST INC60.0K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC5.0K shares0.00%2026-03-312026-05-14

OKLO OKLO INC30.0K shares0.00%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC80.0K shares0.00%2026-03-312026-05-14

MDB MONGODB INC5.0K shares0.00%2026-03-312026-05-14

PWR QUANTA SERVICES INC2.1K shares0.00%2026-03-312026-05-14

Sponsored

HOOD ROBINHOOD MARKETS INC15.0K shares0.00%2026-03-312026-05-14

GLW CORNING INC6.5K shares0.00%2026-03-312026-05-14

DOMO DOMO INC250.0K shares0.00%2026-03-312026-05-14

ZS ZSCALER INC5.0K shares0.00%2026-03-312026-05-14

ABBNY ABB LTD7.0K shares0.00%2026-03-312026-05-14

ON ON SEMICONDUCTOR CORP8.0K shares0.00%2026-03-312026-05-14

ASPN ASPEN AEROGELS INC125.0K shares0.00%2026-03-312026-05-14

BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-05-14

Sponsored

ACLS AXCELIS TECHNOLOGIES INC4.0K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC400 shares0.00%2026-03-312026-05-14

ORA ORMAT TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-05-14

MPWR MONOLITHIC POWER SYSTEMS INC200 shares0.00%2026-03-312026-05-14

WOLF WOLFSPEED INC12.2K shares66.64%2026-03-312026-05-14

FSLR FIRST SOLAR INC1.0K shares0.00%2026-03-312026-05-14

CHGG CHEGG INC260.0K shares0.00%2026-03-312026-05-14

SPWR SUNPOWER INC150.0K shares0.00%2026-03-312026-05-14

Sponsored

ITRI ITRON INC2.0K shares0.00%2026-03-312026-05-14

COIN COINBASE GLOBAL INC1.0K shares0.00%2026-03-312026-05-14

STM STMICROELECTRONICS NV5.0K shares0.00%2026-03-312026-05-14

SEDG SOLAREDGE TECHNOLOGIES INC3.0K shares0.00%2026-03-312026-05-14

PHG KONINKLIJKE PHILIPS NV5.0K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTERNATIONAL INC580 shares0.00%2026-03-312026-05-14

ENPH ENPHASE ENERGY INC3.0K shares0.00%2026-03-312026-05-14

COUR COURSERA INC10.0K shares0.00%2026-03-312026-05-14

Sponsored

CARR CARRIER GLOBAL CORP1.0K shares0.00%2026-03-312026-05-14

SMR NUSCALE POWER CORP5.0K shares0.00%2026-03-312026-05-14

ACCELLERON INDUSTRIES AG ACCELLERON INDUSTRIES AG350 shares0.00%2026-03-312026-05-14

ARQ ARQ INC6.8K shares0.00%2026-03-312026-05-14

CHARGEPOINT HOLDINGS INC CHARGEPOINT HOLDINGS INC3.0K shares0.00%2026-03-312026-05-14

OESX ORION ENERGY SYSTEMS INC1.4K shares0.00%2026-03-312026-05-14

SOLSTICE ADVANCED MATERIALS INC SOLSTICE ADVANCED MATERIALS INC145 shares0.00%2026-03-312026-05-14

ROKU

ROKU INC

-6.67%

Shares70.0K

Event2026-03-31

Filed2026-05-14

BLOOM ENERGY CORP

166.67%

Shares32.0K

Event2026-03-31

Filed2026-05-14

ROCKET LAB CORP

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC

-11.11%

Shares40.0K

Event2026-03-31

Filed2026-05-14

COHERENT CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-63.89%

Shares13.0K

Event2026-03-31

Filed2026-05-14

ASMIY

ASM INTERNATIONAL NV

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-16.67%

Shares15.0K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

TOST

TOAST INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

OKLO

OKLO INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-14

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-14

MDB

MONGODB INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SERVICES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

HOOD

ROBINHOOD MARKETS INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

DOMO

DOMO INC

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-14

ZSCALER INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ABBNY

ABB LTD

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-14

ON SEMICONDUCTOR CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

ASPN

ASPEN AEROGELS INC

0.00%

Shares125.0K

Event2026-03-31

Filed2026-05-14

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ACLS

AXCELIS TECHNOLOGIES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-14

ORA

ORMAT TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MPWR

MONOLITHIC POWER SYSTEMS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

WOLF

WOLFSPEED INC

66.64%

Shares12.2K

Event2026-03-31

Filed2026-05-14

FSLR

FIRST SOLAR INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

CHGG

CHEGG INC

0.00%

Shares260.0K

Event2026-03-31

Filed2026-05-14

SPWR

SUNPOWER INC

0.00%

Shares150.0K

Event2026-03-31

Filed2026-05-14

ITRI

ITRON INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

STM

STMICROELECTRONICS NV

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

SEDG

SOLAREDGE TECHNOLOGIES INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

PHG

KONINKLIJKE PHILIPS NV

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTERNATIONAL INC

0.00%

Shares580

Event2026-03-31

Filed2026-05-14

ENPH

ENPHASE ENERGY INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

COUR

COURSERA INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SMR

NUSCALE POWER CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ACCELLERON INDUSTRIES AG

0.00%

Shares350

Event2026-03-31

Filed2026-05-14

ARQ

ARQ INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

CHARGEPOINT HOLDINGS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

OESX

ORION ENERGY SYSTEMS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATERIALS INC

0.00%

Shares145

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available