The Analysis of Firsthand Capital Management, Inc.'s Holdings
Currently, Firsthand Capital Management, Inc. holds 47 types of securities in its portfolio with a total value $59.6M. In the most recent quarter, they have increased their positions in AVGO (+5.0K shares, valued at $1.6M), RKLB (+20.0K shares, valued at $958.2K), SOFI (+30.0K shares, valued at $792.6K); decreased their positions in PLTR (-19.0K shares, valued at $3.5M), NFLX (-500 shares, valued at $599.5K); initiated new positions in AVGO (+5.0K shares, valued at $1.6M), EQIX (+1.0K shares, valued at $783.2K), UPST (+10.0K shares, valued at $508.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ROKU ROKU INC75.0K shares0.00%2025-09-302025-11-14
PLTR PALANTIR TECHNOLOGIES INC36.0K shares-34.55%2025-09-302025-11-14 NFLX NETFLIX INC4.5K shares-10.00%2025-09-302025-11-14 DOMO DOMO INC250.0K shares8.70%2025-09-302025-11-14 RKLB ROCKET LAB CORP70.0K shares40.00%2025-09-302025-11-14 OKLO OKLO INC30.0K shares0.00%2025-09-302025-11-14 ANET ARISTA NETWORKS INC18.0K shares0.00%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC25.0K shares0.00%2025-09-302025-11-14 TOST TOAST INC60.0K shares50.00%2025-09-302025-11-14 HOOD ROBINHOOD MARKETS INC15.0K shares36.36%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC80.0K shares60.00%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC10.0K shares0.00%2025-09-302025-11-14 AVGO BROADCOM INC5.0K sharesnew addition2025-09-302025-11-14 MDB MONGODB INC5.0K shares0.00%2025-09-302025-11-14 ZS ZSCALER INC5.0K shares0.00%2025-09-302025-11-14 BE BLOOM ENERGY CORP15.0K shares0.00%2025-09-302025-11-14 COHR COHERENT CORP10.0K shares0.00%2025-09-302025-11-14 PWR QUANTA SERVICES INC2.1K shares0.00%2025-09-302025-11-14 ASPN ASPEN AEROGELS INC125.0K shares0.00%2025-09-302025-11-14 EQIX EQUINIX INC1.0K sharesnew addition2025-09-302025-11-14 GLW CORNING INC6.5K shares0.00%2025-09-302025-11-14 UPST UPSTART HOLDINGS INC10.0K sharesnew addition2025-09-302025-11-14 ABB LTD ABB LTD7.0K shares0.00%2025-09-302025-11-14 FSLR FIRST SOLAR INC2.0K shares0.00%2025-09-302025-11-14 ON ON SEMICONDUCTOR CORP8.0K shares0.00%2025-09-302025-11-14 CHGG CHEGG INC260.0K shares0.00%2025-09-302025-11-14 ACLS AXCELIS TECHNOLOGIES INC4.0K shares0.00%2025-09-302025-11-14 BWXT BWX TECHNOLOGIES INC2.0K sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC1.0K shares0.00%2025-09-302025-11-14 SPWR COMPLETE SOLARIA INC150.0K shares50.00%2025-09-302025-11-14 ITRI ITRON INC2.0K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC400 sharesnew addition2025-09-302025-11-14 WOLF2 WOLFSPEED INC7.3K sharesnew addition2025-09-302025-11-14 ORA ORMAT TECHNOLOGIES INC2.0K shares0.00%2025-09-302025-11-14 MPWR MONOLITHIC POWER SYSTEMS INC200 sharesnew addition2025-09-302025-11-14 SMR NUSCALE POWER CORP5.0K sharesnew addition2025-09-302025-11-14 STM STMICROELECTRONICS NV5.0K shares0.00%2025-09-302025-11-14 PHG KONINKLIJKE PHILIPS NV5.0K shares0.00%2025-09-302025-11-14 HON HONEYWELL INTERNATIONAL INC580 shares0.00%2025-09-302025-11-14 COUR COURSERA INC10.0K shares0.00%2025-09-302025-11-14 SEDG SOLAREDGE TECHNOLOGIES INC3.0K shares0.00%2025-09-302025-11-14 ENPH ENPHASE ENERGY INC3.0K shares0.00%2025-09-302025-11-14 CARR CARRIER GLOBAL CORP1.0K shares0.00%2025-09-302025-11-14 ARQ ARQ INC6.8K shares0.00%2025-09-302025-11-14 CHPT CHARGEPOINT HOLDINGS INC3.0K sharesnew addition2025-09-302025-11-14 OESX ORION ENERGY SYSTEMS INC1.4K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available