Firsthand Capital Management, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP | 12,000 | 32,000 | +20,000 | 1,042,680 | 4,335,680 | 9.25% | +3,293,000 |
| ASM INTERNATIONAL NV | 0 | 2,500 | +2,500 | 0 | 1,884,700 | 4.02% | +1,884,700 |
| COHERENT CORP(COHR) | 10,000 | 10,000 | 0 | 1,845,700 | 2,382,100 | 5.08% | +536,400 |
| CORNING INC(GLW) | 6,460 | 6,460 | 0 | 565,638 | 878,366 | 1.87% | +312,728 |
| QUANTA SERVICES INC | 2,100 | 2,100 | 0 | 886,326 | 1,152,942 | 2.46% | +266,616 |
| GE VERNOVA INC(GEV) | 400 | 400 | 0 | 261,428 | 349,160 | 0.74% | +87,732 |
| ASPEN AEROGELS INC | 125,000 | 125,000 | 0 | 353,750 | 427,500 | 0.91% | +73,750 |
| WOLFSPEED INC(WOLF) | 7,350 | 12,248 | +4,898 | 127,964 | 199,887 | 0.43% | +71,923 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 3,000 | 3,000 | 0 | 86,550 | 153,150 | 0.33% | +66,600 |
| BWX TECHNOLOGIES INC(BWXT) | 2,000 | 2,000 | 0 | 345,680 | 408,980 | 0.87% | +63,300 |
| ON SEMICONDUCTOR CORP(ON) | 8,000 | 8,000 | 0 | 433,200 | 495,360 | 1.06% | +62,160 |
| AXCELIS TECHNOLOGIES INC | 4,000 | 4,000 | 0 | 321,360 | 372,320 | 0.79% | +50,960 |
| ABB LTD | 7,000 | 7,000 | 0 | 517,790 | 563,360 | 1.20% | +45,570 |
| STMICROELECTRONICS NV(STM) | 5,000 | 5,000 | 0 | 129,700 | 172,750 | 0.37% | +43,050 |
| MONOLITHIC POWER SYSTEMS INC(MPWR) | 200 | 200 | 0 | 181,272 | 218,670 | 0.47% | +37,398 |
| HONEYWELL INTERNATIONAL INC(HON) | 580 | 580 | 0 | 113,152 | 131,097 | 0.28% | +17,945 |
| ENPHASE ENERGY INC(ENPH) | 3,000 | 3,000 | 0 | 96,150 | 113,430 | 0.24% | +17,280 |
| ACCELLERON INDUSTRIES AG | 350 | 350 | 0 | 27,134 | 31,297 | 0.07% | +4,163 |
| SOLSTICE ADVANCED MATERIALS INC(SOLS) | 145 | 145 | 0 | 7,044 | 11,043 | 0.02% | +3,999 |
| CARRIER GLOBAL CORP(CARR) | 1,000 | 1,000 | 0 | 52,840 | 56,310 | 0.12% | +3,470 |
| ORMAT TECHNOLOGIES INC(ORA) | 2,000 | 2,000 | 0 | 220,940 | 223,840 | 0.48% | +2,900 |
| KONINKLIJKE PHILIPS NV(PHG) | 4,962 | 4,962 | 0 | 134,371 | 135,959 | 0.29% | +1,588 |
| ARQ INC | 6,800 | 6,800 | 0 | 22,236 | 17,408 | 0.04% | -4,828 |
| CHARGEPOINT HOLDINGS INC | 3,000 | 3,000 | 0 | 19,920 | 14,580 | 0.03% | -5,340 |
| ITRON INC(ITRI) | 2,000 | 2,000 | 0 | 185,720 | 179,260 | 0.38% | -6,460 |
| ORION ENERGY SYSTEMS INC | 1,400 | 1,400 | 0 | 21,532 | 12,236 | 0.03% | -9,296 |
| COURSERA INC(COUR) | 10,000 | 10,000 | 0 | 73,600 | 58,200 | 0.12% | -15,400 |
| NUSCALE POWER CORP(SMR) | 5,000 | 5,000 | 0 | 70,850 | 54,200 | 0.12% | -16,650 |
| SUNPOWER INC | 150,000 | 150,000 | 0 | 235,500 | 190,500 | 0.41% | -45,000 |
| CHEGG INC | 260,000 | 260,000 | 0 | 241,800 | 192,738 | 0.41% | -49,062 |
| COINBASE GLOBAL INC(COIN) | 1,000 | 1,000 | 0 | 226,140 | 174,610 | 0.37% | -51,530 |
| FIRST SOLAR INC(FSLR) | 1,000 | 1,000 | 0 | 261,230 | 197,260 | 0.42% | -63,970 |
| BROADCOM INC(AVGO) | 5,000 | 5,000 | 0 | 1,730,500 | 1,547,550 | 3.30% | -182,950 |
| PALO ALTO NETWORKS INC(PANW) | 10,000 | 10,000 | 0 | 1,842,000 | 1,603,200 | 3.42% | -238,800 |
| UBER TECHNOLOGIES INC(UBER) | 25,000 | 25,000 | 0 | 2,042,750 | 1,798,250 | 3.84% | -244,500 |
| ROCKET LAB CORP(RKLB) | 60,000 | 60,000 | 0 | 4,185,600 | 3,853,200 | 8.22% | -332,400 |
| NETFLIX INC(NFLX) | 45,000 | 40,000 | -5,000 | 4,219,200 | 3,846,000 | 8.20% | -373,200 |
| ZSCALER INC(ZS) | 5,000 | 5,000 | 0 | 1,124,600 | 701,450 | 1.50% | -423,150 |
| UPSTART HOLDINGS INC(UPST) | 10,000 | 0 | -10,000 | 437,300 | 0 | — | -437,300 |
| ARISTA NETWORKS INC(ANET) | 18,000 | 15,000 | -3,000 | 2,358,540 | 1,841,700 | 3.93% | -516,840 |
| TOAST INC(TOST) | 60,000 | 60,000 | 0 | 2,130,600 | 1,590,600 | 3.39% | -540,000 |
| ROBINHOOD MARKETS INC(HOOD) | 15,000 | 15,000 | 0 | 1,696,500 | 1,039,500 | 2.22% | -657,000 |
| OKLO INC(OKLO) | 30,000 | 30,000 | 0 | 2,152,800 | 1,487,700 | 3.17% | -665,100 |
| SOFI TECHNOLOGIES INC(SOFI) | 80,000 | 80,000 | 0 | 2,094,400 | 1,270,400 | 2.71% | -824,000 |
| MONGODB INC(MDB) | 5,000 | 5,000 | 0 | 2,098,450 | 1,223,850 | 2.61% | -874,600 |
| DOMO INC | 250,000 | 250,000 | 0 | 2,107,500 | 765,000 | 1.63% | -1,342,500 |
| ROKU INC(ROKU) | 75,000 | 70,000 | -5,000 | 8,136,750 | 6,623,400 | 14.13% | -1,513,350 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 36,000 | 13,000 | -23,000 | 6,399,000 | 1,901,640 | 4.06% | -4,497,360 |