Firsthand Capital Management, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Firsthand Capital Management, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ROKU | ROKU INC | 14.13% | 6.623 M $ | 70000 | 2017/09/30 | -1.040 M $ | -12.78 % |
| 2026/03/31 | BE | BLOOM ENERGY CORP | 9.25% | 4.336 M $ | 32000 | 2024/12/31 | 583.200 K $ | 55.93 % |
| 2026/03/31 | RKLB | ROCKET LAB CORP | 8.22% | 3.853 M $ | 60000 | 2025/06/30 | -332.400 K $ | -7.94 % |
| 2026/03/31 | NFLX | NETFLIX INC | 8.20% | 3.846 M $ | 40000 | 2014/12/31 | 107.550 K $ | 2.55 % |
| 2026/03/31 | COHR | COHERENT CORP | 5.08% | 2.382 M $ | 10000 | 2025/06/30 | 536.400 K $ | 29.06 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 4.06% | 1.902 M $ | 13000 | 2023/09/30 | -1.133 M $ | -17.70 % |
| 2026/03/31 | ASM INTERNATIONAL NV | 4.02% | 1.885 M $ | 2500 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 3.93% | 1.842 M $ | 15000 | 2025/03/31 | -148.500 K $ | -6.30 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 3.84% | 1.798 M $ | 25000 | 2024/12/31 | -244.499 K $ | -11.97 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 3.42% | 1.603 M $ | 10000 | 2013/06/30 | -238.799 K $ | -12.96 % |
| 2026/03/31 | TOST | TOAST INC | 3.39% | 1.591 M $ | 60000 | 2025/03/31 | -539.999 K $ | -25.35 % |
| 2026/03/31 | AVGO | BROADCOM INC | 3.30% | 1.548 M $ | 5000 | 2025/09/30 | -182.950 K $ | -10.57 % |
| 2026/03/31 | OKLO | OKLO INC | 3.17% | 1.488 M $ | 30000 | 2024/12/31 | -665.100 K $ | -30.89 % |
| 2026/03/31 | SOFI | SOFI TECHNOLOGIES INC | 2.71% | 1.270 M $ | 80000 | 2025/06/30 | -823.999 K $ | -39.34 % |
| 2026/03/31 | MDB | MONGODB INC | 2.61% | 1.224 M $ | 5000 | 2019/09/30 | -874.599 K $ | -41.68 % |
| 2026/03/31 | PWR | QUANTA SERVICES INC | 2.46% | 1.153 M $ | 2100 | 2020/09/30 | 266.615 K $ | 30.08 % |
| 2026/03/31 | HOOD | ROBINHOOD MARKETS INC | 2.22% | 1.040 M $ | 15000 | 2024/12/31 | -657.000 K $ | -38.73 % |
| 2026/03/31 | GLW | CORNING INC | 1.87% | 878.366 K $ | 6460 | 2020/09/30 | 312.728 K $ | 55.29 % |
| 2026/03/31 | DOMO | DOMO INC | 1.63% | 765.000 K $ | 250000 | 2019/09/30 | -1.342 M $ | -63.70 % |
| 2026/03/31 | ZS | ZSCALER INC | 1.50% | 701.450 K $ | 5000 | 2018/09/30 | -423.150 K $ | -37.63 % |
| 2026/03/31 | ABB LTD | 1.20% | 563.360 K $ | 7000 | 2025/12/31 | 45.570 K $ | 8.80 % | |
| 2026/03/31 | ON | ON SEMICONDUCTOR CORP | 1.06% | 495.360 K $ | 8000 | 2019/06/30 | 62.160 K $ | 14.35 % |
| 2026/03/31 | ASPN | ASPEN AEROGELS INC | 0.91% | 427.500 K $ | 125000 | 2015/03/31 | 73.749 K $ | 20.85 % |
| 2026/03/31 | BWXT | BWX TECHNOLOGIES INC | 0.87% | 408.980 K $ | 2000 | 2025/09/30 | 63.300 K $ | 18.31 % |
| 2026/03/31 | ACLS | AXCELIS TECHNOLOGIES INC | 0.79% | 372.320 K $ | 4000 | 2023/06/30 | 50.959 K $ | 15.86 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.74% | 349.160 K $ | 400 | 2025/09/30 | 87.731 K $ | 33.56 % |
| 2026/03/31 | ORA | ORMAT TECHNOLOGIES INC | 0.48% | 223.840 K $ | 2000 | 2025/06/30 | 2.900 K $ | 1.31 % |
| 2026/03/31 | MPWR | MONOLITHIC POWER SYSTEMS INC | 0.47% | 218.670 K $ | 200 | 2025/09/30 | 37.397 K $ | 20.63 % |
| 2026/03/31 | WOLF | WOLFSPEED INC | 0.43% | 199.887 K $ | 12248 | 2025/09/30 | -8.011 K $ | -6.26 % |
| 2026/03/31 | FSLR | FIRST SOLAR INC | 0.42% | 197.260 K $ | 1000 | 2013/06/30 | -63.970 K $ | -24.49 % |
| 2026/03/31 | CHGG | CHEGG INC | 0.41% | 192.738 K $ | 260000 | 2018/03/31 | -49.062 K $ | -20.29 % |
| 2026/03/31 | SUNPOWER INC | 0.41% | 190.500 K $ | 150000 | 2025/06/30 | -56.999 K $ | -24.20 % | |
| 2026/03/31 | ITRI | ITRON INC | 0.38% | 179.260 K $ | 2000 | 2015/12/31 | -6.460 K $ | -3.48 % |
| 2026/03/31 | COIN | COINBASE GLOBAL INC | 0.37% | 174.610 K $ | 1000 | 2024/12/31 | -51.529 K $ | -22.79 % |
| 2026/03/31 | STM | STMICROELECTRONICS NV | 0.37% | 172.750 K $ | 5000 | 2023/03/31 | 43.049 K $ | 33.19 % |
| 2026/03/31 | SEDG | SOLAREDGE TECHNOLOGIES INC | 0.33% | 153.150 K $ | 3000 | 2016/06/30 | 66.599 K $ | 76.95 % |
| 2026/03/31 | PHG | KONINKLIJKE PHILIPS NV | 0.29% | 135.959 K $ | 4962 | 2017/06/30 | 1.587 K $ | 1.18 % |
| 2026/03/31 | HON | HONEYWELL INTERNATIONAL INC | 0.28% | 131.097 K $ | 580 | 2023/06/30 | 17.945 K $ | 15.86 % |
| 2026/03/31 | ENPH | ENPHASE ENERGY INC | 0.24% | 113.430 K $ | 3000 | 2019/09/30 | 17.280 K $ | 17.97 % |
| 2026/03/31 | COUR | COURSERA INC | 0.12% | 58.200 K $ | 10000 | 2021/09/30 | -15.400 K $ | -20.92 % |
| 2026/03/31 | CARR | CARRIER GLOBAL CORP | 0.12% | 56.310 K $ | 1000 | 2023/06/30 | 3.469 K $ | 6.57 % |
| 2026/03/31 | SMR | NUSCALE POWER CORP | 0.12% | 54.200 K $ | 5000 | 2025/09/30 | -16.650 K $ | -23.50 % |
| 2026/03/31 | ACCELLERON INDUSTRIES AG | 0.07% | 31.297 K $ | 350 | 2025/09/30 | 4.161 K $ | 15.34 % | |
| 2026/03/31 | ADES | ARQ INC | 0.04% | 17.408 K $ | 6800 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | CHPT | CHARGEPOINT HOLDINGS INC | 0.03% | 14.580 K $ | 3000 | 2025/09/30 | -5.339 K $ | -26.81 % |
| 2026/03/31 | OESX | ORION ENERGY SYSTEMS INC | 0.03% | 12.236 K $ | 1400 | 2025/09/30 | -9.296 K $ | -43.17 % |
| 2026/03/31 | SOLS | SOLSTICE ADVANCED MATERIALS INC | 0.02% | 11.043 K $ | 145 | 2025/12/31 | 3.999 K $ | 56.77 % |
| 2026/03/31 | UPST | UPSTART HOLDINGS INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |