13F-HR filed by Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 54 holding rows worth $62,562,405.
- Accession
- 0001398344-26-014406
- Filer
- CIK 1476179
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 54 entries on the cover page, a total value of $62,562,405 stated on the cover page (in dollars after the unit check, H1), rows summing to $62,562,405 with VALUE read as dollars as filed, 13F file number 028-13609. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ROKU INC COM CL A | 77543R102 | Stock | 60,000 | $8,288,400 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 25,000 | $7,567,500 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 60,000 | $6,099,000 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 10,000 | $3,944,700 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 60,000 | $3,139,800 | dollars as filed | |
| VIASAT INC | 92552V100 | COM | 30,000 | $2,694,300 | dollars as filed | |
| ASM INTERNATIONAL NV | N07045102 | Common Stock | 2,000 | $2,297,720 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,000 | $1,888,750 | dollars as filed | |
| CORNING INC | 219350105 | COM | 6,460 | $1,650,078 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 13,000 | $1,516,710 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2,100 | $1,512,084 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 15,000 | $1,504,200 | dollars as filed | |
| FIREFLY AEROSPACE INC | 31816X106 | COM | 50,000 | $1,470,000 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 80,000 | $1,434,400 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 20,000 | $1,428,000 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 40,000 | $1,290,000 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 100,000 | $1,223,000 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 5,000 | $849,400 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 30,000 | $834,600 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 25,000 | $828,250 | dollars as filed | |
| ASPEN AEROGELS INC | 04523Y105 | COMMON STOCK | 125,000 | $792,500 | dollars as filed | |
| DOMO INC | 257554105 | COM CL B | 250,000 | $782,500 | dollars as filed | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 7,000 | $760,900 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 4,000 | $757,800 | dollars as filed | |
| INTUITIVE MACHINES INC | 46125A100 | CLASS A COM | 30,000 | $641,700 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 13,000 | $640,120 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 8,000 | $594,720 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 12,248 | $590,966 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 6,000 | $567,240 | dollars as filed | |
| BLACKSKY TECHNOLOGY INC | 09263B207 | COMMON STOCK | 20,000 | $558,400 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 400 | $469,944 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 8,000 | $467,520 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 2,000 | $389,300 | dollars as filed | |
| TOTALENERGIES SE ACT | F92124100 | Stock | 5,000 | $388,800 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 5,000 | $374,450 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 5,000 | $360,800 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 200 | $276,472 | dollars as filed | |
| CHEGG INC | 163092109 | COM | 260,000 | $262,600 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,000 | $235,960 | dollars as filed | |
| ORMAT TECHNOLOGIES INC | 686688102 | COM | 2,000 | $217,800 | dollars as filed | |
| ITRON INC COM | 465741106 | Stock | 2,000 | $173,060 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,000 | $146,190 | dollars as filed | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 5,146 | $139,920 | dollars as filed | |
| SUNPOWER INC | 20460L104 | COM | 150,000 | $103,095 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 1,000 | $73,350 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 290 | $64,931 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 290 | $64,113 | dollars as filed | |
| COURSERA INC COM | 22266M104 | Stock | 10,000 | $56,400 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 5,000 | $50,150 | dollars as filed | |
| ACCELLERON INDUSTRIES AG | 00449R109 | Common Stock | 350 | $35,529 | dollars as filed | |
| CHARGEPOINT HLDGS INC CLASS A | 15961R303 | Equity | 3,000 | $17,730 | dollars as filed | |
| ARQ INC | 00770C101 | COM | 6,800 | $17,340 | dollars as filed | |
| ORION ENERGY SYS INC | 686275207 | COM NEW | 1,400 | $16,366 | dollars as filed | |
| SOLS | 83443Q103 | COM | 145 | $12,847 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-014406 | this filing | 2026-08-14 | acceptance time not in the bulk data set |