13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001398344-25-015930
Total Value
$55.6M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 55,000 | $7.5M | 13.50% |
| 2 | NETFLIX INC | NFLX | 5,000 | $6.7M | 12.05% |
| 3 | ROKU INC | ROKU | 75,000 | $6.6M | 11.86% |
| 4 | DOMO INC | DOMO | 230,000 | $3.2M | 5.78% |
| 5 | DOCUSIGN INC | DOCU | 30,000 | $2.3M | 4.21% |
| 6 | UBER TECHNOLOGIES INC | UBER | 25,000 | $2.3M | 4.20% |
| 7 | PALO ALTO NETWORKS INC | PANW | 10,000 | $2.0M | 3.68% |
| 8 | ARISTA NETWORKS INC | ANET | 18,000 | $1.8M | 3.31% |
| 9 | ROCKET LAB CORP | RKLB | 50,000 | $1.8M | 3.22% |
| 10 | TOAST INC | TOST | 40,000 | $1.8M | 3.19% |
| 11 | OKLO INC | OKLO | 30,000 | $1.7M | 3.02% |
| 12 | WORKDAY INC | WDAY | 7,000 | $1.6M | 2.94% |
| 13 | MONDAY.COM LTD | MNDY | 5,000 | $1.6M | 2.83% |
| 14 | ZSCALER INC | ZS | 5,000 | $1.6M | 2.83% |
| 15 | MONGODB INC | MDB | 5,000 | $1.0M | 1.89% |
| 16 | ROBINHOOD MARKETS INC | 770700102 | 11,000 | $1.0M | 1.85% |
| 17 | OKTA INC | OKTA | 10,000 | $999,700 | 1.80% |
| 18 | SOFI TECHNOLOGIES INC | SOFI | 50,000 | $910,500 | 1.64% |
| 19 | COHERENT CORP | COHR | 10,000 | $892,100 | 1.61% |
| 20 | QUANTA SERVICES INC | 74762E102 | 2,100 | $793,968 | 1.43% |
| 21 | PAYPAL HOLDINGS INC | PYPL | 10,000 | $743,200 | 1.34% |
| 22 | ASPEN AEROGELS INC | ASPN | 125,000 | $740,000 | 1.33% |
| 23 | TESLA INC | TSLA | 2,000 | $635,320 | 1.14% |
| 24 | ON SEMICONDUCTOR CORP | ON | 8,000 | $419,280 | 0.75% |
| 25 | ABB LTD | ABLZF | 7,000 | $417,690 | 0.75% |
| 26 | BLOOM ENERGY CORP | BE | 15,000 | $358,800 | 0.65% |
| 27 | FASTLY INC | FSLY | 50,000 | $353,000 | 0.64% |
| 28 | COINBASE GLOBAL INC | COIN | 1,000 | $350,490 | 0.63% |
| 29 | CORNING INC | GLW | 6,460 | $339,731 | 0.61% |
| 30 | FIRST SOLAR INC | FSLR | 2,000 | $331,080 | 0.60% |
| 31 | CHEGG INC | CHGG | 260,000 | $314,600 | 0.57% |
| 32 | ENOVIX CORP | ENVX | 30,000 | $310,200 | 0.56% |
| 33 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $278,760 | 0.50% |
| 34 | ITRON INC | ITRI | 2,000 | $263,260 | 0.47% |
| 35 | COMPLETE SOLARIA INC | SPWRW | 100,000 | $184,000 | 0.33% |
| 36 | ORMAT TECHNOLOGIES INC | ORA | 2,000 | $167,520 | 0.30% |
| 37 | STMICROELECTRONICS NV | STMEF | 5,000 | $152,050 | 0.27% |
| 38 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $135,070 | 0.24% |
| 39 | KONINKLIJKE PHILIPS NV | RYLPF | 4,962 | $118,989 | 0.21% |
| 40 | ENPHASE ENERGY INC | ENPH | 3,000 | $118,950 | 0.21% |
| 41 | SUNRUN INC | RUN | 11,600 | $107,300 | 0.19% |
| 42 | POWER INTEGRATIONS INC | POWI | 1,598 | $89,328 | 0.16% |
| 43 | COURSERA INC | COUR | 10,000 | $87,600 | 0.16% |
| 44 | CARRIER GLOBAL CORP | CARR | 1,000 | $73,190 | 0.13% |
| 45 | WOLFSPEED INC | WOLF | 180,000 | $71,784 | 0.13% |
| 46 | SOLAREDGE TECHNOLOGIES INC | SEDG | 3,000 | $61,200 | 0.11% |
| 47 | CHARGEPOINT HOLDINGS INC | CHPT | 60,000 | $42,198 | 0.08% |
| 48 | ARQ INC | ARQ | 6,800 | $36,516 | 0.07% |
| 49 | ORION ENERGY SYSTEMS INC | OESX | 14,000 | $8,540 | 0.02% |