13F HOLDINGS REPORT
Firsthand Capital Management, Inc.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001398344-26-003016
Total Value
$53.9M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROKU INC | ROKU | 75,000 | $8.1M | 15.11% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 36,000 | $6.4M | 11.88% |
| 3 | NETFLIX INC | NFLX | 45,000 | $4.2M | 7.83% |
| 4 | ROCKET LAB CORP | RKLB | 60,000 | $4.2M | 7.77% |
| 5 | ARISTA NETWORKS INC | ANET | 18,000 | $2.4M | 4.38% |
| 6 | OKLO INC | OKLO | 30,000 | $2.2M | 4.00% |
| 7 | TOAST INC | TOST | 60,000 | $2.1M | 3.96% |
| 8 | DOMO INC | DOMO | 250,000 | $2.1M | 3.91% |
| 9 | MONGODB INC | MDB | 5,000 | $2.1M | 3.90% |
| 10 | SOFI TECHNOLOGIES INC | SOFI | 80,000 | $2.1M | 3.89% |
| 11 | UBER TECHNOLOGIES INC | UBER | 25,000 | $2.0M | 3.79% |
| 12 | COHERENT CORP | COHR | 10,000 | $1.8M | 3.43% |
| 13 | PALO ALTO NETWORKS INC | PANW | 10,000 | $1.8M | 3.42% |
| 14 | BROADCOM INC | AVGO | 5,000 | $1.7M | 3.21% |
| 15 | ROBINHOOD MARKETS INC | 770700102 | 15,000 | $1.7M | 3.15% |
| 16 | ZSCALER INC | ZS | 5,000 | $1.1M | 2.09% |
| 17 | BLOOM ENERGY CORP | BE | 12,000 | $1.0M | 1.94% |
| 18 | QUANTA SERVICES INC | 74762E102 | 2,100 | $886,326 | 1.65% |
| 19 | CORNING INC | GLW | 6,460 | $565,638 | 1.05% |
| 20 | ABB LTD | ABLZF | 7,000 | $517,790 | 0.96% |
| 21 | UPSTART HOLDINGS INC | UPST | 10,000 | $437,300 | 0.81% |
| 22 | ON SEMICONDUCTOR CORP | ON | 8,000 | $433,200 | 0.80% |
| 23 | ASPEN AEROGELS INC | ASPN | 125,000 | $353,750 | 0.66% |
| 24 | BWX TECHNOLOGIES INC | BWXT | 2,000 | $345,680 | 0.64% |
| 25 | AXCELIS TECHNOLOGIES INC | ACLS | 4,000 | $321,360 | 0.60% |
| 26 | GE VERNOVA INC | GEV | 400 | $261,428 | 0.49% |
| 27 | FIRST SOLAR INC | FSLR | 1,000 | $261,230 | 0.48% |
| 28 | CHEGG INC | CHGG | 260,000 | $241,800 | 0.45% |
| 29 | COMPLETE SOLARIA INC | SPWRW | 150,000 | $235,500 | 0.44% |
| 30 | COINBASE GLOBAL INC | COIN | 1,000 | $226,140 | 0.42% |
| 31 | ORMAT TECHNOLOGIES INC | ORA | 2,000 | $220,940 | 0.41% |
| 32 | ITRON INC | ITRI | 2,000 | $185,720 | 0.34% |
| 33 | MONOLITHIC POWER SYSTEMS INC | 609839105 | 200 | $181,272 | 0.34% |
| 34 | KONINKLIJKE PHILIPS NV | RYLPF | 4,962 | $134,371 | 0.25% |
| 35 | STMICROELECTRONICS NV | STMEF | 5,000 | $129,700 | 0.24% |
| 36 | WOLFSPEED INC | WOLF | 7,350 | $127,964 | 0.24% |
| 37 | HONEYWELL INTERNATIONAL INC | 438516106 | 580 | $113,152 | 0.21% |
| 38 | ENPHASE ENERGY INC | ENPH | 3,000 | $96,150 | 0.18% |
| 39 | SOLAREDGE TECHNOLOGIES INC | SEDG | 3,000 | $86,550 | 0.16% |
| 40 | COURSERA INC | COUR | 10,000 | $73,600 | 0.14% |
| 41 | NUSCALE POWER CORP | NU | 5,000 | $70,850 | 0.13% |
| 42 | CARRIER GLOBAL CORP | CARR | 1,000 | $52,840 | 0.10% |
| 43 | ACCELLERON INDUSTRIES AG | 00449R109 | 350 | $27,134 | 0.05% |
| 44 | ARQ INC | ARQ | 6,800 | $22,236 | 0.04% |
| 45 | ORION ENERGY SYSTEMS INC | OESX | 1,400 | $21,532 | 0.04% |
| 46 | CHARGEPOINT HOLDINGS INC | CHPT | 3,000 | $19,920 | 0.04% |
| 47 | SOLSTICE ADVANCED MATERIALS INC | 83443Q103 | 145 | $7,044 | 0.01% |