Firsthand Capital Management, Inc.
CIK 0001476179 · SAN JOSE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$62.6M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ROKU
ROKU INC
13.2%
BE
BLOOM ENERGY CORP
12.1%
RKLB
ROCKET LAB CORP
9.7%
COHR
COHERENT CORP
6.3%
OKLO
OKLO INC
5.0%
VSAT
VIASAT INC
4.3%
ASMIY
ASM INTERNATIONAL NV
3.7%
AVGO
BROADCOM INC
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.