Firsthand Capital Management, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| OKLO INC(OKLO) | 30,000 | 30,000 | 0 | 1,679,700 | 3,348,900 | 5.62% | +1,669,200 |
| BROADCOM INC(AVGO) | 0 | 5,000 | +5,000 | 0 | 1,649,550 | 2.77% | +1,649,550 |
| ROCKET LAB CORP(RKLB) | 50,000 | 70,000 | +20,000 | 1,788,500 | 3,353,700 | 5.63% | +1,565,200 |
| SOFI TECHNOLOGIES INC(SOFI) | 50,000 | 80,000 | +30,000 | 910,500 | 2,113,600 | 3.55% | +1,203,100 |
| ROBINHOOD MARKETS INC(HOOD) | 11,000 | 15,000 | +4,000 | 1,029,930 | 2,147,700 | 3.61% | +1,117,770 |
| ROKU INC(ROKU) | 75,000 | 75,000 | 0 | 6,591,750 | 7,509,750 | 12.61% | +918,000 |
| BLOOM ENERGY CORP | 15,000 | 15,000 | 0 | 358,800 | 1,268,550 | 2.13% | +909,750 |
| EQUINIX INC(EQIX) | 0 | 1,000 | +1,000 | 0 | 783,240 | 1.31% | +783,240 |
| ARISTA NETWORKS INC(ANET) | 18,000 | 18,000 | 0 | 1,841,580 | 2,622,780 | 4.40% | +781,200 |
| DOMO INC | 230,000 | 250,000 | +20,000 | 3,213,100 | 3,960,000 | 6.65% | +746,900 |
| UPSTART HOLDINGS INC(UPST) | 0 | 10,000 | +10,000 | 0 | 508,000 | 0.85% | +508,000 |
| MONGODB INC(MDB) | 5,000 | 5,000 | 0 | 1,049,950 | 1,551,900 | 2.61% | +501,950 |
| TOAST INC(TOST) | 40,000 | 60,000 | +20,000 | 1,771,600 | 2,190,600 | 3.68% | +419,000 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 2,000 | +2,000 | 0 | 368,740 | 0.62% | +368,740 |
| GE VERNOVA INC(GEV) | 0 | 400 | +400 | 0 | 245,960 | 0.41% | +245,960 |
| WOLFSPEED INC(WOLF) | 0 | 7,348 | +7,348 | 0 | 210,153 | 0.35% | +210,153 |
| CORNING INC(GLW) | 6,460 | 6,460 | 0 | 339,731 | 529,914 | 0.89% | +190,183 |
| COHERENT CORP(COHR) | 10,000 | 10,000 | 0 | 892,100 | 1,077,200 | 1.81% | +185,100 |
| MONOLITHIC POWER SYSTEMS INC(MPWR) | 0 | 200 | +200 | 0 | 184,128 | 0.31% | +184,128 |
| NUSCALE POWER CORP(SMR) | 0 | 5,000 | +5,000 | 0 | 180,000 | 0.30% | +180,000 |
| ASPEN AEROGELS INC | 125,000 | 125,000 | 0 | 740,000 | 870,000 | 1.46% | +130,000 |
| UBER TECHNOLOGIES INC(UBER) | 25,000 | 25,000 | 0 | 2,332,500 | 2,449,250 | 4.11% | +116,750 |
| AXCELIS TECHNOLOGIES INC | 4,000 | 4,000 | 0 | 278,760 | 390,560 | 0.66% | +111,800 |
| FIRST SOLAR INC(FSLR) | 2,000 | 2,000 | 0 | 331,080 | 441,060 | 0.74% | +109,980 |
| ABB LTD | 7,000 | 7,000 | 0 | 417,690 | 503,650 | 0.85% | +85,960 |
| COMPLETE SOLARIA INC | 100,000 | 150,000 | +50,000 | 184,000 | 264,000 | 0.44% | +80,000 |
| CHEGG INC | 260,000 | 260,000 | 0 | 314,600 | 392,600 | 0.66% | +78,000 |
| QUANTA SERVICES INC | 2,100 | 2,100 | 0 | 793,968 | 870,282 | 1.46% | +76,314 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 3,000 | 3,000 | 0 | 61,200 | 111,000 | 0.19% | +49,800 |
| CHARGEPOINT HOLDINGS INC | 0 | 3,000 | +3,000 | 0 | 32,760 | 0.05% | +32,760 |
| COURSERA INC(COUR) | 10,000 | 10,000 | 0 | 87,600 | 117,100 | 0.20% | +29,500 |
| ACCELLERON INDUSTRIES AG | 0 | 350 | +350 | 0 | 29,358 | 0.05% | +29,358 |
| ORMAT TECHNOLOGIES INC(ORA) | 2,000 | 2,000 | 0 | 167,520 | 192,500 | 0.32% | +24,980 |
| KONINKLIJKE PHILIPS NV(PHG) | 4,962 | 4,962 | 0 | 118,989 | 135,264 | 0.23% | +16,275 |
| ORION ENERGY SYSTEMS INC | 0 | 1,400 | +1,400 | 0 | 12,236 | 0.02% | +12,236 |
| ARQ INC | 6,800 | 6,800 | 0 | 36,516 | 48,688 | 0.08% | +12,172 |
| ORION ENERGY SYSTEMS INC | 14,000 | 0 | -14,000 | 8,540 | 0 | — | -8,540 |
| PALO ALTO NETWORKS INC(PANW) | 10,000 | 10,000 | 0 | 2,046,400 | 2,036,200 | 3.42% | -10,200 |
| STMICROELECTRONICS NV(STM) | 5,000 | 5,000 | 0 | 152,050 | 141,300 | 0.24% | -10,750 |
| ENPHASE ENERGY INC(ENPH) | 3,000 | 3,000 | 0 | 118,950 | 106,170 | 0.18% | -12,780 |
| HONEYWELL INTERNATIONAL INC(HON) | 580 | 580 | 0 | 135,070 | 122,090 | 0.20% | -12,980 |
| COINBASE GLOBAL INC(COIN) | 1,000 | 1,000 | 0 | 350,490 | 337,490 | 0.57% | -13,000 |
| CARRIER GLOBAL CORP(CARR) | 1,000 | 1,000 | 0 | 73,190 | 59,700 | 0.10% | -13,490 |
| ITRON INC(ITRI) | 2,000 | 2,000 | 0 | 263,260 | 249,120 | 0.42% | -14,140 |
| ON SEMICONDUCTOR CORP(ON) | 8,000 | 8,000 | 0 | 419,280 | 394,480 | 0.66% | -24,800 |
| CHARGEPOINT HOLDINGS INC | 60,000 | 0 | -60,000 | 42,198 | 0 | — | -42,198 |
| ZSCALER INC(ZS) | 5,000 | 5,000 | 0 | 1,569,700 | 1,498,300 | 2.52% | -71,400 |
| WOLFSPEED INC(WOLF) | 180,000 | 0 | -180,000 | 71,784 | 0 | — | -71,784 |
| POWER INTEGRATIONS INC(POWI) | 1,598 | 0 | -1,598 | 89,328 | 0 | — | -89,328 |
| SUNRUN INC(RUN) | 11,600 | 0 | -11,600 | 107,300 | 0 | — | -107,300 |
| ENOVIX CORP(ENVX) | 30,000 | 0 | -30,000 | 310,200 | 0 | — | -310,200 |
| FASTLY INC(FSLY) | 50,000 | 0 | -50,000 | 353,000 | 0 | — | -353,000 |
| TESLA INC(TSLA) | 2,000 | 0 | -2,000 | 635,320 | 0 | — | -635,320 |
| PAYPAL HOLDINGS INC(PYPL) | 10,000 | 0 | -10,000 | 743,200 | 0 | — | -743,200 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 55,000 | 36,000 | -19,000 | 7,497,600 | 6,567,120 | 11.02% | -930,480 |
| OKTA INC(OKTA) | 10,000 | 0 | -10,000 | 999,700 | 0 | — | -999,700 |
| NETFLIX INC(NFLX) | 5,000 | 4,500 | -500 | 6,695,650 | 5,395,140 | 9.06% | -1,300,510 |
| MONDAY.COM LTD | 5,000 | 0 | -5,000 | 1,572,400 | 0 | — | -1,572,400 |
| WORKDAY INC(WDAY) | 7,000 | 0 | -7,000 | 1,634,710 | 0 | — | -1,634,710 |
| DOCUSIGN INC(DOCU) | 30,000 | 0 | -30,000 | 2,336,700 | 0 | — | -2,336,700 |