§ 13F · FUND PROFILE
Firsthand Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 47Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ROKU | ROKU INC | 75K | $8.1T | 15.1% | NEW |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 36K | $6.4T | 11.9% | NEW |
| 3 | NFLX | NETFLIX INC | 45K | $4.2T | 7.8% | NEW |
| 4 | RKLB | ROCKET LAB CORP | 60K | $4.2T | 7.8% | NEW |
| 5 | ANET | ARISTA NETWORKS INC | 18K | $2.4T | 4.4% | NEW |
| 6 | OKLO | OKLO INC | 30K | $2.2T | 4.0% | NEW |
| 7 | TOST | TOAST INC | 60K | $2.1T | 4.0% | NEW |
| 8 | DOMO | DOMO INC | 250K | $2.1T | 3.9% | NEW |
| 9 | MDB | MONGODB INC | 5K | $2.1T | 3.9% | NEW |
| 10 | SOFI | SOFI TECHNOLOGIES INC | 80K | $2.1T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRSTHAND SIGNAL
AC read
Firsthand Capital Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed