Firsthand Capital Management, Inc.

SAN JOSE, CA · CIK 1476179 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2009 · corporation

Assets managed$58.6m
Staff5 · 2 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Form ADV · 2026-07-31SEC adviser record

Kindmutual funds
Others nearbySan Jose, CA

$62.6m reported value +33.4% vs Q1 2026

54positions

62.5%in top 10

11 new 4 added 8 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROKU INC COM CL A ROKU	ROKU	60,000	$8.3m13.25%	13.25%	Reduced -10.0k	-10,000 -14.3%
2	BLOOM ENERGY CORP COM CL A BE	BE	25,000	$7.6m12.10%	12.10%	Reduced -7.0k	-7,000 -21.9%
3	ROCKET LAB CORP COM RKLB	RKLB	60,000	$6.1m9.75%	9.75%	Unchanged
4	COHERENT CORP COM COHR	COHR	10,000	$3.9m6.31%	6.31%	Unchanged
5	OKLO INC COM CL A OKLO	OKLO	60,000	$3.1m5.02%	5.02%	Added +30.0k	+30,000 100.0%
6	VIASAT INC COM VSAT	VSAT	30,000	$2.7m4.31%	4.31%	New
7	ASM INTERNATIONAL NV COM ASMIY	ASMIY	2,000	$2.3m3.67%	3.67%	Reduced -500	-500 -20.0%
8	BROADCOM INC COM AVGO	AVGO	5,000	$1.9m3.02%	3.02%	Unchanged
9	CORNING INC COM GLW	GLW	6,460	$1.7m2.64%	2.64%	Unchanged
10	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,000	$1.5m2.42%	2.42%	Unchanged
11	QUANTA SVCS INC COM PWR	PWR	2,100	$1.5m2.42%	2.42%	Unchanged
12	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	15,000	$1.5m2.40%	2.40%	Unchanged
13	FIREFLY AEROSPACE INC COM FLY	FLY	50,000	$1.5m2.35%	2.35%	New
14	SOFI TECHNOLOGIES INC COM SOFI	SOFI	80,000	$1.4m2.29%	2.29%	Unchanged
15	NETFLIX INC COM NFLX	NFLX	20,000	$1.4m2.28%	2.28%	Reduced -20.0k	-20,000 -50.0%
16	VOYAGER TECHNOLOGIES INC COM CL A VOYG	VOYG	40,000	$1.3m2.06%	2.06%	New
17	REDWIRE CORPORATION COM RDW	RDW	100,000	$1.2m1.95%	1.95%	New
18	ARISTA NETWORKS INC COM SHS ANET	ANET	5,000	$849.4k1.36%	1.36%	Reduced -10.0k	-10,000 -66.7%
19	TOAST INC CL A TOST	TOST	30,000	$834.6k1.33%	1.33%	Reduced -30.0k	-30,000 -50.0%
20	PLANET LABS PBC COM CL A PL	PL	25,000	$828.2k1.32%	1.32%	New
21	ASPEN AEROGELS INC COM ASPN	ASPN	125,000	$792.5k1.27%	1.27%	Unchanged
22	DOMO INC COM CL B HUCK	HUCK	250,000	$782.5k1.25%	1.25%	Unchanged
23	ABB LTD SPONSORED ADR ABBNY	ABBNY	7,000	$760.9k1.22%	1.22%	Unchanged
24	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	4,000	$757.8k1.21%	1.21%	Unchanged
25	INTUITIVE MACHINES INC CLASS A COM LUNR	LUNR	30,000	$641.7k1.03%	1.03%	New
26	ENPHASE ENERGY INC COM ENPH	ENPH	13,000	$640.1k1.02%	1.02%	Added +10.0k	+10,000 333.3%
27	WILLIAMS COS INC COM WMB	WMB	8,000	$594.7k0.95%	0.95%	New
28	WOLFSPEED INC COMMON STOCK WOLF	WOLF	12,248	$591.0k0.94%	0.94%	Unchanged
29	ON SEMICONDUCTOR CORP COM ON	ON	6,000	$567.2k0.91%	0.91%	Reduced -2.0k	-2,000 -25.0%
30	BLACKSKY TECHNOLOGY INC CL A NEW BKSY	BKSY	20,000	$558.4k0.89%	0.89%	New
31	GE VERNOVA INC COM GEV	GEV	400	$469.9k0.75%	0.75%	Unchanged
32	SOLAREDGE TECHNOLOGIES INC COM SEDG	SEDG	8,000	$467.5k0.75%	0.75%	Added +5.0k	+5,000 166.7%
33	BWX TECHNOLOGIES INC COM BWXT	BWXT	2,000	$389.3k0.62%	0.62%	Unchanged
34	TOTALENERGIES SE ACT TTE	TTE	5,000	$388.8k0.62%	0.62%	New
35	STMICROELECTRONICS N V NY REGISTRY STM	STM	5,000	$374.4k0.60%	0.60%	Unchanged
36	UBER TECHNOLOGIES INC COM UBER	UBER	5,000	$360.8k0.58%	0.58%	Reduced -20.0k	-20,000 -80.0%
37	MONOLITHIC PWR SYS INC COM MPWR	MPWR	200	$276.5k0.44%	0.44%	Unchanged
38	CHEGG INC COM CHGG	CHGG	260,000	$262.6k0.42%	0.42%	Unchanged
39	FIRST SOLAR INC COM FSLR	FSLR	1,000	$236.0k0.38%	0.38%	Unchanged
40	ORMAT TECHNOLOGIES INC COM ORA	ORA	2,000	$217.8k0.35%	0.35%	Unchanged
41	ITRON INC COM ITRI	ITRI	2,000	$173.1k0.28%	0.28%	Unchanged
42	COINBASE GLOBAL INC COM CL A COIN	COIN	1,000	$146.2k0.23%	0.23%	Unchanged
43	KONINKLIJKE PHILIPS N V NY REGIS SHS NEW PHG	PHG	5,146	$139.9k0.22%	0.22%	Added +184	+184 3.7%
44	SUNPOWER INC COM SPWR	SPWR	150,000	$103.1k0.16%	0.16%	Unchanged
45	CARRIER GLOBAL CORPORATION COM CARR	CARR	1,000	$73.3k0.12%	0.12%	Unchanged
46	HONEYWELL INTL INC COM HON	HON	290	$64.9k0.10%	0.10%	New
47	HONEYWELL AEROSPACE INC COM HONA	HONA	290	$64.1k0.10%	0.10%	New
48	COURSERA INC COM COUR	COUR	10,000	$56.4k0.09%	0.09%	Unchanged
49	NUSCALE PWR CORP CL A COM SMR	SMR	5,000	$50.1k0.08%	0.08%	Unchanged
50	ACCELLERON INDUSTRIES AG COM ACLLY	ACLLY	350	$35.5k0.06%	0.06%	Unchanged
51	CHARGEPOINT HOLDINGS INC COM SHS CHPT	CHPT	3,000	$17.7k0.03%	0.03%	Unchanged
52	ARQ INC COM ARQ	ARQ	6,800	$17.3k0.03%	0.03%	Unchanged
53	ORION ENERGY SYS INC COM NEW OESX	OESX	1,400	$16.4k0.03%	0.03%	Unchanged
54	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	145	$12.8k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PALO ALTO NETWORKS INC PANW	PANW	10,000	$1.6m10.0k shares
MONGODB INC MDB	MDB	5,000	$1.2m5.0k shares
ZSCALER INC ZS	ZS	5,000	$701.5k5.0k shares
HONEYWELL INTL INC		290	$131.1k290 shares