What does Firsthand Capital Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Firsthand Capital Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ROKU INC

$7M70K14.1%

BLOOM ENERGY CORP

$4M32K9.2%

ROCKET LAB CORP

$4M60K8.2%

NETFLIX INC

$4M40K8.2%

COHERENT CORP

$2M10K5.1%

PALANTIR TECHNOLOGIES INC

$2M13K4.1%

ASM INTERNATIONAL NV

$2M3K4.0%

ARISTA NETWORKS INC

$2M15K3.9%

UBER TECHNOLOGIES INC

$2M25K3.8%

PALO ALTO NETWORKS INC

$2M10K3.4%

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