Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Firsthand Capital Management, Inc. (CIK 1476179) reported $46.9M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ROKU ($6.6M, 14.13%), BE ($4.3M, 9.25%), RKLB ($3.9M, 8.22%), NFLX ($3.8M, 8.20%), COHR ($2.4M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROKU | ROKU INC | $6.6M | 14.13% | 70,000 | Trimmed |
| 2 | BE | BLOOM ENERGY CORP | $4.3M | 9.25% | 32,000 | Added |
| 3 | RKLB | ROCKET LAB CORP | $3.9M | 8.22% | 60,000 | Hold |
| 4 | NFLX | NETFLIX INC | $3.8M | 8.20% | 40,000 | Trimmed |
| 5 | COHR | COHERENT CORP | $2.4M | 5.08% | 10,000 | Hold |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 4.06% | 13,000 | Trimmed |
| 7 | ASMIY | ASM INTERNATIONAL NV | $1.9M | 4.02% | 2,500 | New |
| 8 | ANET | ARISTA NETWORKS INC | $1.8M | 3.93% | 15,000 | Trimmed |
| 9 | UBER | UBER TECHNOLOGIES INC | $1.8M | 3.84% | 25,000 | Hold |
| 10 | PANW | PALO ALTO NETWORKS INC | $1.6M | 3.42% | 10,000 | Hold |
| 11 | TOST | TOAST INC | $1.6M | 3.39% | 60,000 | Hold |
| 12 | AVGO | BROADCOM INC | $1.5M | 3.30% | 5,000 | Hold |
| 13 | ALCC | OKLO INC | $1.5M | 3.17% | 30,000 | Hold |
| 14 | SOFI | SOFI TECHNOLOGIES INC | $1.3M | 2.71% | 80,000 | Hold |
| 15 | MDB | MONGODB INC | $1.2M | 2.61% | 5,000 | Hold |
| 16 | PWR | QUANTA SERVICES INC | $1.2M | 2.46% | 2,100 | Hold |
| 17 | HOOD | ROBINHOOD MARKETS INC | $1.0M | 2.22% | 15,000 | Hold |
| 18 | GLW | CORNING INC | $878,366 | 1.87% | 6,460 | Hold |
| 19 | DOMO | DOMO INC | $765,000 | 1.63% | 250,000 | Hold |
| 20 | ZS | ZSCALER INC | $701,450 | 1.50% | 5,000 | Hold |
| 21 | ABB | ABB LTD | $563,360 | 1.20% | 7,000 | Hold |
| 22 | ON | ON SEMICONDUCTOR CORP | $495,360 | 1.06% | 8,000 | Hold |
| 23 | ASPN | ASPEN AEROGELS INC | $427,500 | 0.91% | 125,000 | Hold |
| 24 | BWXT | BWX TECHNOLOGIES INC | $408,980 | 0.87% | 2,000 | Hold |
| 25 | ACLS | AXCELIS TECHNOLOGIES INC | $372,320 | 0.79% | 4,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31