Q2 2026 13F · SEC CIK 1476179

Firsthand Capital Management, Inc.

Mutual fund managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $62.6M
Reported positions: 54
Top holdings a year, 3 yrs: +17.1%
Assets under management: $58.6M

Firsthand Capital Management, Inc. is a mutual fund manager that reported 54 positions worth $62.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Roku Inc (ROKU, 13.2%), Bloom Energy Corp (BE, 12.1%), Rocket Lab Corp Com (RKLB, 9.7%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

Firsthand Capital Management, Inc. holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Firsthand Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ROKURoku Inc	13.2%	14.1%	60,000	-14.3%	$8.3M
BEBloom Energy Corp	12.1%	9.2%	25,000	-21.9%	$7.6M
RKLBRocket Lab Corp Com	9.7%	8.2%	60,000	+0.0%	$6.1M
COHRCoherent Corp	6.3%	5.1%	10,000	+0.0%	$3.9M
OKLOOklo Inc	5.0%	3.2%	60,000	+100.0%	$3.1M
VSATViasat Inc	4.3%	New	30,000	—	$2.7M
ASMIYAsm International NV	3.7%	4.0%	2,000	-20.0%	$2.3M
AVGOBroadcom Inc	3.0%	3.3%	5,000	+0.0%	$1.9M
GLWCorning Inc.	2.6%	1.9%	6,460	+0.0%	$1.7M
PLTRPalantir Technologies Inclass Class A	2.4%	4.1%	13,000	+0.0%	$1.5M
PWRQuanta Svcs Inc Com	2.4%	2.5%	2,100	+0.0%	$1.5M
HOODRobinhood Mkts Inc	2.4%	2.2%	15,000	+0.0%	$1.5M
FLYFirefly Aerospace Inc	2.4%	New	50,000	—	$1.5M
SOFISofi Technologies Inc	2.3%	2.7%	80,000	+0.0%	$1.4M
NFLXNetflix Inc Total	2.3%	8.2%	20,000	-50.0%	$1.4M
VOYGVoyager Technologies Inc	2.1%	New	40,000	—	$1.3M
RDWRedwire Corporation	2.0%	New	100,000	—	$1.2M
ANETArista Networks Inc	1.4%	3.9%	5,000	-66.7%	$849K
TOSTToast Inc	1.3%	3.4%	30,000	-50.0%	$835K
PLPlanet Labs Pbc	1.3%	New	25,000	—	$828K
ASPNAspen Aerogels Inc	1.3%	0.9%	125,000	+0.0%	$793K
DOMODomo Inc	1.3%	1.6%	250,000	+0.0%	$783K
ABBNYAbb Ltd Sponsored Adr	1.2%	1.2%	7,000	+0.0%	$761K
ACLSAxcelis Technologies Inc	1.2%	0.8%	4,000	+0.0%	$758K
LUNRIntuitive Machines Inc	1.0%	New	30,000	—	$642K
ENPHEnphase Energy Inc	1.0%	0.2%	13,000	+333.3%	$640K
WMBWilliams Companies	1.0%	New	8,000	—	$595K
WOLFWolfspeed Inc	0.9%	0.4%	12,248	+0.0%	$591K
ONOn Semiconductor Corp	0.9%	1.1%	6,000	-25.0%	$567K
BKSYBlacksky Technology Inc	0.9%	New	20,000	—	$558K
GEVGe Vernova Inc	0.8%	0.7%	400	+0.0%	$470K
SEDGSolaredge Technologies Inc	0.7%	0.3%	8,000	+166.7%	$468K
BWXTBwx Technologies Inc	0.6%	0.9%	2,000	+0.0%	$389K
TTETotalenergies SE Act	0.6%	New	5,000	—	$389K
STMStmicroelectronics N V Ny Registry	0.6%	0.4%	5,000	+0.0%	$374K
UBERUber Technologies Inc	0.6%	3.8%	5,000	-80.0%	$361K
MPWRMonolithic Power Systms Inc	0.4%	0.5%	200	+0.0%	$276K
CHGGChegg Inc	0.4%	0.4%	260,000	+0.0%	$263K
FSLRFirst Solar Inc Com	0.4%	0.4%	1,000	+0.0%	$236K
ORAOrmat Technologies Inc	0.3%	0.5%	2,000	+0.0%	$218K
ITRIItron Inc	0.3%	0.4%	2,000	+0.0%	$173K
COINCoinbase Global Inc	0.2%	0.4%	1,000	+0.0%	$146K
PHGKoninklijke Philips N V	0.2%	0.3%	5,146	+3.7%	$140K
SPWRSunPower Inc.	0.2%	0.4%	150,000	+0.0%	$103K
CARRCarrier Global Corporation	0.1%	0.1%	1,000	+0.0%	$73K
HONHoneywell International Inc.	0.1%	New	290	—	$65K
HONAHoneywell Aerospace Inc.	0.1%	New	290	—	$64K
COURCoursera Inc	0.1%	0.1%	10,000	+0.0%	$56K
SMRNuscale Pwr Corp	0.1%	0.1%	5,000	+0.0%	$50K
ACLLYAccelleron Industries AG	0.1%	0.1%	350	+0.0%	$36K

What Firsthand Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

VSAT Viasat Inc4.3% of 13F
FLY Firefly Aerospace Inc2.4% of 13F
VOYG Voyager Technologies Inc2.1% of 13F
RDW Redwire Corporation2.0% of 13F
PL Planet Labs Pbc1.3% of 13F
LUNR Intuitive Machines Inc1.0% of 13F
WMB Williams Companies1.0% of 13F
BKSY Blacksky Technology Inc0.9% of 13F

Added to

ENPH Enphase Energy Inc+333.3% shares
SEDG Solaredge Technologies Inc+166.7% shares
OKLO Oklo Inc+100.0% shares

Reduced

Left the top 50

PANW Palo Alto Networks Incwas 3.4%
MDB Mongodb Incwas 2.6%
ZS Zscaler Incwas 1.5%
HON Honeywell Intl Incwas 0.3%
ARQ Arq Incwas 0.0%
CHPT Chargepoint Holdings Incwas 0.0%
OESX Orion Energy Systemswas 0.0%
SOLS Solstice Advanced Matls Incwas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: -9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$62.6M	54
Q1 2026	$46.9M	47
Q4 2025	$53.9M	47
Q3 2025	$59.6M	47
Q2 2025	$55.6M	49
Q1 2025	$41.3M	47
Q4 2024	$48.1M	48
Q3 2024	$50.7M	45
Q2 2024	$51.4M	44
Q1 2024	$61.4M	52
Q4 2023	$72.1M	52
Q3 2023	$69.3M	46

Questions about Firsthand Capital Management, Inc.'s portfolio

What stocks does Firsthand Capital Management, Inc. own?

Firsthand Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 54 positions worth $62.6M. The largest are Roku Inc (ROKU) at 13.2%, Bloom Energy Corp (BE) at 12.1%, Rocket Lab Corp Com (RKLB) at 9.7%, Coherent Corp (COHR) at 6.3% and Oklo Inc (OKLO) at 5.0%.

What did Firsthand Capital Management, Inc. buy last quarter?

In Q2 2026, Firsthand Capital Management, Inc. added a new position in Viasat Inc (VSAT), a new position in Firefly Aerospace Inc (FLY), a new position in Voyager Technologies Inc (VOYG), a new position in Redwire Corporation (RDW), a new position in Planet Labs Pbc (PL), Enphase Energy Inc (ENPH) (+333.3% shares), Solaredge Technologies Inc (SEDG) (+166.7% shares) and Oklo Inc (OKLO) (+100.0% shares), compared with its Q1 2026 filing.

What did Firsthand Capital Management, Inc. sell last quarter?

In Q2 2026, Firsthand Capital Management, Inc. cut from its top 50 Palo Alto Networks Inc (PANW), cut from its top 50 Mongodb Inc (MDB), cut from its top 50 Zscaler Inc (ZS), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Arq Inc (ARQ), Uber Technologies Inc (UBER) (-80.0% shares), Arista Networks Inc (ANET) (-66.7% shares) and Netflix Inc Total (NFLX) (-50.0% shares), compared with its Q1 2026 filing.

How has Firsthand Capital Management, Inc.'s portfolio performed?

A portfolio copying Firsthand Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.5% against +20.1%. Over 5 years: -9.8% a year against +11.6%.

When is Firsthand Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Firsthand Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Firsthand Capital Management, Inc. manage?

Firsthand Capital Management, Inc. reported $58.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $62.6M.