Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. reported 54 positions worth $62.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ROKU (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ROKU | SH | $8.3M | 13.25% | 60,000 | — | — | |
| ▸ 2 | BE | SH | $7.6M | 12.10% | 25,000 | — | — | |
| ▸ 3 | RKLB | SH | $6.1M | 9.75% | 60,000 | — | — | |
| ▸ 4 | COHR | SH | $3.9M | 6.31% | 10,000 | — | — | |
| ▸ 5 | OKLO | SH | $3.1M | 5.02% | 60,000 | — | — | |
| ▸ 6 | VSAT | SH | $2.7M | 4.31% | 30,000 | — | — | |
| ▸ 7 | ASMIY | SH | $2.3M | 3.67% | 2,000 | — | — | |
| ▸ 8 | AVGO | SH | $1.9M | 3.02% | 5,000 | — | — | |
| ▸ 9 | GLW | SH | $1.7M | 2.64% | 6,460 | — | — | |
| ▸ 10 | PLTR | SH | $1.5M | 2.42% | 13,000 | — | — |
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Frequently Asked Questions
What stocks does Firsthand Capital Management, Inc. hold as of Q2 2026?
Firsthand Capital Management, Inc. reported 54 positions worth $62.6M in its Q2 2026 13F filing. Largest positions: ROKU (13.2%), BE (12.1%), RKLB (9.7%), COHR (6.3%) and OKLO (5.0%).
What did Firsthand Capital Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Firsthand Capital Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.