Firsthand Capital Management, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$59.6B
Holdings
47
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROKUROKU INC | 75,000 | $7.5B | 12.61% | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 36,000 | $6.6B | 11.02% | |
| 3 | NFLXNETFLIX INC | 4,500 | $5.4B | 9.06% | |
| 4 | DOMODOMO INC | 250,000 | $4.0B | 6.65% | |
| 5 | 6RJ0ROCKET LAB CORP | 70,000 | $3.4B | 5.63% | |
| 6 | OKLOOKLO INC | 30,000 | $3.3B | 5.62% | |
| 7 | ANETARISTA NETWORKS INC | 18,000 | $2.6B | 4.40% | |
| 8 | UBERUBER TECHNOLOGIES INC | 25,000 | $2.4B | 4.11% | |
| 9 | TOSTTOAST INC | 60,000 | $2.2B | 3.68% | |
| 10 | HOODROBINHOOD MARKETS INC | 15,000 | $2.1B | 3.61% | |
| 11 | SOFISOFI TECHNOLOGIES INC | 80,000 | $2.1B | 3.55% | |
| 12 | PANWPALO ALTO NETWORKS INC | 10,000 | $2.0B | 3.42% | |
| 13 | AVGOBROADCOM INC | 5,000 | $1.6B | 2.77% | |
| 14 | MDBMONGODB INC | 5,000 | $1.6B | 2.61% | |
| 15 | ZSZSCALER INC | 5,000 | $1.5B | 2.52% | |
| 16 | BEBLOOM ENERGY CORP | 15,000 | $1.3B | 2.13% | |
| 17 | COHRCOHERENT CORP | 10,000 | $1.1B | 1.81% | |
| 18 | PWRQUANTA SERVICES INC | 2,100 | $870.3M | 1.46% | |
| 19 | ASPNASPEN AEROGELS INC | 125,000 | $870.0M | 1.46% | |
| 20 | EQIXEQUINIX INC | 1,000 | $783.2M | 1.31% | |
| 21 | GLWCORNING INC | 6,460 | $529.9M | 0.89% | |
| 22 | UPSTUPSTART HOLDINGS INC | 10,000 | $508.0M | 0.85% | |
| 23 | ABBNYABB LTD | 7,000 | $503.6M | 0.85% | |
| 24 | FSLRFIRST SOLAR INC | 2,000 | $441.1M | 0.74% | |
| 25 | ONON SEMICONDUCTOR CORP | 8,000 | $394.5M | 0.66% | |
| 26 | CHGGCHEGG INC | 260,000 | $392.6M | 0.66% | |
| 27 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $390.6M | 0.66% | |
| 28 | BWXTBWX TECHNOLOGIES INC | 2,000 | $368.7M | 0.62% | |
| 29 | COINCOINBASE GLOBAL INC | 1,000 | $337.5M | 0.57% | |
| 30 | SPWRCOMPLETE SOLARIA INC | 150,000 | $264.0M | 0.44% | |
| 31 | ITRIITRON INC | 2,000 | $249.1M | 0.42% | |
| 32 | GEVGE VERNOVA INC | 400 | $246.0M | 0.41% | |
| 33 | WOLFWOLFSPEED INC | 7,348 | $210.2M | 0.35% | |
| 34 | HNMORMAT TECHNOLOGIES INC | 2,000 | $192.5M | 0.32% | |
| 35 | MPWRMONOLITHIC POWER SYSTEMS INC | 200 | $184.1M | 0.31% | |
| 36 | SMRNUSCALE POWER CORP | 5,000 | $180.0M | 0.30% | |
| 37 | STMSTMICROELECTRONICS NV | 5,000 | $141.3M | 0.24% | |
| 38 | PHGKONINKLIJKE PHILIPS NV | 4,962 | $135.3M | 0.23% | |
| 39 | HONHONEYWELL INTERNATIONAL INC | 580 | $122.1M | 0.20% | |
| 40 | COURCOURSERA INC | 10,000 | $117.1M | 0.20% | |
| 41 | SEDGSOLAREDGE TECHNOLOGIES INC | 3,000 | $111.0M | 0.19% | |
| 42 | ENPHENPHASE ENERGY INC | 3,000 | $106.2M | 0.18% | |
| 43 | CARRCARRIER GLOBAL CORP | 1,000 | $59.7M | 0.10% | |
| 44 | OXQ1ARQ INC | 6,800 | $48.7M | 0.08% | |
| 45 | CHPTCHARGEPOINT HOLDINGS INC | 3,000 | $32.8M | 0.05% | |
| 46 | ACLLYACCELLERON INDUSTRIES AG | 350 | $29.4M | 0.05% | |
| 47 | OESXORION ENERGY SYSTEMS INC | 1,400 | $12.2M | 0.02% |