Holders — by stockHoldings — by fund
Firsthand Capital Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001476179
$62.6M
disclosed book value
54
positions
13.2%
largest position share
Positions, as of 2026-06-30
top 54 of 54 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ROKUROKU INC | 60,000 | $8.3M | 13.2% |
| 2 | BEBLOOM ENERGY CORP | 25,000 | $7.6M | 12.1% |
| 3 | RKLBROCKET LAB CORP | 60,000 | $6.1M | 9.7% |
| 4 | COHRCOHERENT CORP | 10,000 | $3.9M | 6.3% |
| 5 | OKLOOKLO INC | 60,000 | $3.1M | 5% |
| 6 | VSATVIASAT INC | 30,000 | $2.7M | 4.3% |
| 7 | ASM INTERNATIONAL NV | 2,000 | $2.3M | 3.7% |
| 8 | AVGOBROADCOM INC | 5,000 | $1.9M | 3% |
| 9 | GLWCORNING INC | 6,460 | $1.7M | 2.6% |
| 10 | PLTRPALANTIR TECHNOLOGIES INC | 13,000 | $1.5M | 2.4% |
| 11 | PWRQUANTA SERVICES INC | 2,100 | $1.5M | 2.4% |
| 12 | HOODROBINHOOD MARKETS INC | 15,000 | $1.5M | 2.4% |
| 13 | FLYFIREFLY AEROSPACE INC | 50,000 | $1.5M | 2.3% |
| 14 | SOFISOFI TECHNOLOGIES INC | 80,000 | $1.4M | 2.3% |
| 15 | NFLXNETFLIX INC | 20,000 | $1.4M | 2.3% |
| 16 | VOYGVOYAGER TECHNOLOGIES INC | 40,000 | $1.3M | 2.1% |
| 17 | RDWREDWIRE CORP | 100,000 | $1.2M | 2% |
| 18 | ANETARISTA NETWORKS INC | 5,000 | $849,400 | 1.4% |
| 19 | TOSTTOAST INC | 30,000 | $834,600 | 1.3% |
| 20 | PLPLANET LABS PBC | 25,000 | $828,250 | 1.3% |
| 21 | ASPNASPEN AEROGELS INC | 125,000 | $792,500 | 1.3% |
| 22 | DOMODOMO INC | 250,000 | $782,500 | 1.3% |
| 23 | ABBNYABB LTD | 7,000 | $760,900 | 1.2% |
| 24 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $757,800 | 1.2% |
| 25 | LUNRINTUITIVE MACHINES INC | 30,000 | $641,700 | 1% |
| 26 | ENPHENPHASE ENERGY INC | 13,000 | $640,120 | 1% |
| 27 | WMBWILLIAMS COS INC/THE | 8,000 | $594,720 | 1% |
| 28 | WOLFWOLFSPEED INC | 12,248 | $590,966 | 0.9% |
| 29 | ONON SEMICONDUCTOR CORP | 6,000 | $567,240 | 0.9% |
| 30 | BKSYBLACKSKY TECHNOLOGY INC | 20,000 | $558,400 | 0.9% |
| 31 | GEVGE VERNOVA INC | 400 | $469,944 | 0.8% |
| 32 | SEDGSOLAREDGE TECHNOLOGIES INC | 8,000 | $467,520 | 0.7% |
| 33 | BWXTBWX TECHNOLOGIES INC | 2,000 | $389,300 | 0.6% |
| 34 | TOTALENERGIES SE | 5,000 | $388,800 | 0.6% |
| 35 | STMSTMICROELECTRONICS NV | 5,000 | $374,450 | 0.6% |
| 36 | UBERUBER TECHNOLOGIES INC | 5,000 | $360,800 | 0.6% |
| 37 | MPWRMONOLITHIC POWER SYSTEMS INC | 200 | $276,472 | 0.4% |
| 38 | CHGGCHEGG INC | 260,000 | $262,600 | 0.4% |
| 39 | FSLRFIRST SOLAR INC | 1,000 | $235,960 | 0.4% |
| 40 | ORAORMAT TECHNOLOGIES INC | 2,000 | $217,800 | 0.3% |
| 41 | ITRIITRON INC | 2,000 | $173,060 | 0.3% |
| 42 | COINCOINBASE GLOBAL INC | 1,000 | $146,190 | 0.2% |
| 43 | PHGKONINKLIJKE PHILIPS NV | 5,146 | $139,920 | 0.2% |
| 44 | SPWRSUNPOWER INC | 150,000 | $103,095 | 0.2% |
| 45 | CARRCARRIER GLOBAL CORP | 1,000 | $73,350 | 0.1% |
| 46 | HONHONEYWELL INTERNATIONAL INC | 290 | $64,931 | 0.1% |
| 47 | HONAHONEYWELL AEROSPACE INC | 290 | $64,113 | 0.1% |
| 48 | COURCOURSERA INC | 10,000 | $56,400 | 0.1% |
| 49 | SMRNUSCALE POWER CORP | 5,000 | $50,150 | 0.1% |
| 50 | ACLLYACCELLERON INDUSTRIES AG | 350 | $35,529 | 0.1% |
| 51 | CHPTCHARGEPOINT HOLDINGS INC | 3,000 | $17,730 | 0% |
| 52 | ARQARQ INC | 6,800 | $17,340 | 0% |
| 53 | OESXORION ENERGY SYSTEMS INC | 1,400 | $16,366 | 0% |
| 54 | SOLSSOLSTICE ADVANCED MATERIALS INC | 145 | $12,847 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.