Firsthand Capital Management, Inc. 13F Holdings
CIK 0001476179 · SAN JOSE, CA
As of Sep 30, 2025, Firsthand Capital Management, Inc. reported 47 positions worth $59.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ROKU INC | ROKU | Communication Services | 75,000 | $7.5M | 12.61% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 36,000 | $6.6M | 11.02% |
| NETFLIX INC | NFLX | Communication Services | 4,500 | $5.4M | 9.06% |
| DOMO INC | DOMO | Technology | 250,000 | $4.0M | 6.65% |
| ROCKET LAB CORP | RKLB | Industrials | 70,000 | $3.4M | 5.63% |
| OKLO INC | OKLO | Utilities | 30,000 | $3.3M | 5.62% |
| ARISTA NETWORKS INC | ANET | Technology | 18,000 | $2.6M | 4.40% |
| UBER TECHNOLOGIES INC | UBER | Technology | 25,000 | $2.4M | 4.11% |
| TOAST INC | TOST | Technology | 60,000 | $2.2M | 3.68% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 15,000 | $2.1M | 3.61% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 80,000 | $2.1M | 3.55% |
| PALO ALTO NETWORKS INC | PANW | Technology | 10,000 | $2.0M | 3.42% |
| BROADCOM INC | AVGO | Technology | 5,000 |