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 $53.9M. In the most recent quarter, they have increased their positions in NFLX (+40.5K shares, valued at $3.8M), ABBNY (+7.0K shares, valued at $517.8K), N/A (+145 shares, valued at $7.0K); decreased their positions in N/A (-10.0K shares, valued at $697.6K), FSLR (-1.0K shares, valued at $261.2K), BE (-3.0K shares, valued at $260.7K); initiated new positions in ABBNY (+7.0K shares, valued at $517.8K), N/A (+145 shares, valued at $7.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ROKU ROKU INC75.0K shares0.00%2025-12-312026-02-13history
PLTR PALANTIR TECHNOLOGIES INC36.0K shares0.00%2025-12-312026-02-13history
NFLX NETFLIX INC45.0K shares900.00%2025-12-312026-02-13history
ROCKET LAB CORP ROCKET LAB CORP60.0K shares-14.29%2025-12-312026-02-13history
ARISTA NETWORKS INC ARISTA NETWORKS INC18.0K shares0.00%2025-12-312026-02-13history
OKLO OKLO INC30.0K shares0.00%2025-12-312026-02-13history
TOST TOAST INC60.0K shares0.00%2025-12-312026-02-13history
DOMO DOMO INC250.0K shares0.00%2025-12-312026-02-13history
Sponsored
MDB MONGODB INC5.0K shares0.00%2025-12-312026-02-13history
SOFI SOFI TECHNOLOGIES INC80.0K shares0.00%2025-12-312026-02-13history
UBER UBER TECHNOLOGIES INC25.0K shares0.00%2025-12-312026-02-13history
COHERENT CORP COHERENT CORP10.0K shares0.00%2025-12-312026-02-13history
PANW PALO ALTO NETWORKS INC10.0K shares0.00%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC5.0K shares0.00%2025-12-312026-02-13history
HOOD ROBINHOOD MARKETS INC15.0K shares0.00%2025-12-312026-02-13history
ZS ZSCALER INC5.0K shares0.00%2025-12-312026-02-13history
Sponsored
BE BLOOM ENERGY CORP12.0K shares-20.00%2025-12-312026-02-13history
PWR QUANTA SERVICES INC2.1K shares0.00%2025-12-312026-02-13history
GLW CORNING INC6.5K shares0.00%2025-12-312026-02-13history
ABBNY ABB LTD7.0K sharesnew addition2025-12-312026-02-13history
UPST UPSTART HOLDINGS INC10.0K shares0.00%2025-12-312026-02-13history
ON ON SEMICONDUCTOR CORP8.0K shares0.00%2025-12-312026-02-13history
ASPN ASPEN AEROGELS INC125.0K shares0.00%2025-12-312026-02-13history
BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-02-13history
Sponsored
ACLS AXCELIS TECHNOLOGIES INC4.0K shares0.00%2025-12-312026-02-13history
GEV GE VERNOVA INC400 shares0.00%2025-12-312026-02-13history
FSLR FIRST SOLAR INC1.0K shares-50.00%2025-12-312026-02-13history
CHGG CHEGG INC260.0K shares0.00%2025-12-312026-02-13history
SPWR COMPLETE SOLARIA INC150.0K shares0.00%2025-12-312026-02-13history
COIN COINBASE GLOBAL INC1.0K shares0.00%2025-12-312026-02-13history
ORA ORMAT TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-02-13history
ITRI ITRON INC2.0K shares0.00%2025-12-312026-02-13history
Sponsored
MPWR MONOLITHIC POWER SYSTEMS INC200 shares0.00%2025-12-312026-02-13history
PHG KONINKLIJKE PHILIPS NV5.0K shares0.00%2025-12-312026-02-13history
STM STMICROELECTRONICS NV5.0K shares0.00%2025-12-312026-02-13history
WOLF WOLFSPEED INC7.3K shares0.03%2025-12-312026-02-13history
HON HONEYWELL INTERNATIONAL INC580 shares0.00%2025-12-312026-02-13history
ENPH ENPHASE ENERGY INC3.0K shares0.00%2025-12-312026-02-13history
SEDG SOLAREDGE TECHNOLOGIES INC3.0K shares0.00%2025-12-312026-02-13history
COUR COURSERA INC10.0K shares0.00%2025-12-312026-02-13history
Sponsored
SMR NUSCALE POWER CORP5.0K shares0.00%2025-12-312026-02-13history
CARR CARRIER GLOBAL CORP1.0K shares0.00%2025-12-312026-02-13history
ACCELLERON INDUSTRIES AG ACCELLERON INDUSTRIES AG350 shares0.00%2025-12-312026-02-13history
ARQ ARQ INC6.8K shares0.00%2025-12-312026-02-13history
OESX ORION ENERGY SYSTEMS INC1.4K shares0.00%2025-12-312026-02-13history
CHARGEPOINT HOLDINGS INC CHARGEPOINT HOLDINGS INC3.0K shares0.00%2025-12-312026-02-13history
SOLSTICE ADVANCED MATERIALS INC SOLSTICE ADVANCED MATERIALS INC145 sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Firsthand Capital Management, Inc. | TradeFomo