§ 13F · FUND PROFILE
Firsthand Capital Management, Inc..
AUM · $60M (13F)Positions · 49Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROKU | ROKU INC | 60K | $8M | 13.2% | −14% |
| 2 | BE | BLOOM ENERGY CORP | 25K | $8M | 12.1% | −22% |
| 3 | RKLB | ROCKET LAB CORP | 60K | $6M | 9.7% | ±0% |
| 4 | COHR | COHERENT CORP | 10K | $4M | 6.3% | ±0% |
| 5 | OKLO | OKLO INC | 60K | $3M | 5.0% | +100% |
| 6 | VSAT | VIASAT INC | 30K | $3M | 4.3% | NEW |
| 7 | ASMIY | ASM INTERNATIONAL NV | 2K | $2M | 3.7% | −20% |
| 8 | AVGO | BROADCOM INC | 5K | $2M | 3.0% | ±0% |
| 9 | GLW | CORNING INC | 6K | $2M | 2.6% | ±0% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 13K | $2M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRSTHAND SIGNAL
AC read
Firsthand Capital Management, Inc. is a Other fund managing $60 million in assets. The fund runs a portfolio of 49 positions.
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