Firsthand Capital Management
$63M 13F equity value
57 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Firsthand Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROKU | ROKU INC | 60,000 | $8M | 13.2% |
| BE | BLOOM ENERGY CORP | 25,000 | $8M | 12.1% |
| RKLB | ROCKET LAB CORP | 60,000 | $6M | 9.7% |
| COHR | COHERENT CORP | 10,000 | $4M | 6.3% |
| OKLO | OKLO INC | 60,000 | $3M | 5.0% |
| VSAT | VIASAT INC | 30,000 | $3M | 4.3% |
| ASMIY | ASM INTERNATIONAL NV | 2,000 | $2M | 3.7% |
| AVGO | BROADCOM INC | 5,000 | $2M | 3.0% |
| GLW | CORNING INC | 6,460 | $2M | 2.6% |
| PLTR | PALANTIR TECHNOLOGIES INC | 13,000 | $2M | 2.4% |
Track Firsthand Capital Management's 13F portfolio: $63M in reported holdings, 57 positions. Top holdings and quarterly changes on SentiSense.
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