13F Insight
DOSSIER · 13F-HR · Q2 2026

Firsthand Capital Management, Inc.

$63M in tracked AUM across 54 positions as of Q2 2026.

FC
CIK 0001476179 · last filed Jun 30, 2026
Total AUM
$63M
as of Q2 2026
Holdings
54
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Firsthand Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ROKU
ROKU INC
$8M60K13.2%02
BE
BLOOM ENERGY CORP
$8M25K12.1%03
RKLB
ROCKET LAB CORP
$6M60K9.7%04
COHR
COHERENT CORP
$4M10K6.3%05
OKLO
OKLO INC
$3M60K5.0%06
VSAT
VIASAT INC
$3M30K4.3%07
N07045102
ASM INTERNATIONAL NV
$2M2K3.7%08
AVGO
BROADCOM INC
$2M5K3.0%09
GLW
CORNING INC
$2M6K2.6%10
PLTR
PALANTIR TECHNOLOGIES INC
$2M13K2.4%

Filing history

2026Q2Jun 30
$63M▲ 33.4%
54 positionsView →2026Q1Mar 31
$47M▼ 13.0%
47 positionsView →2025Q4Dec 31
$54M▼ 9.6%
47 positionsView →2025Q3Sep 30
$60M▲ 7.2%
49 positionsView →2025Q2Jun 30
$56M▲ 34.6%
49 positionsLocked2025Q1Mar 31
$41M▼ 14.1%
47 positionsLocked2024Q4Dec 31
$48M▼ 5.2%
48 positionsLocked2024Q3Sep 30
$51M▼ 1.5%
46 positionsLocked2024Q2Jun 30
$51M▼ 16.2%
48 positionsLocked2024Q1Mar 31
$61M▼ 14.9%
52 positionsLocked2023Q4Dec 31
$72M▲ 4.0%
53 positionsLocked2023Q3Sep 30
$69M▼ 16.7%
47 positionsLocked
Showing 12 of 61