Firsthand Capital Management, Inc. Q2 2025 Filing
Filed August 15, 2025
Portfolio Value
$55.6B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 55,000 | $7.5B | 13.50% | |
| 2 | NFLXNETFLIX INC | 5,000 | $6.7B | 12.05% | |
| 3 | ROKUROKU INC | 75,000 | $6.6B | 11.86% | |
| 4 | DOMODOMO INC | 230,000 | $3.2B | 5.78% | |
| 5 | DOCUDOCUSIGN INC | 30,000 | $2.3B | 4.21% | |
| 6 | UBERUBER TECHNOLOGIES INC | 25,000 | $2.3B | 4.20% | |
| 7 | PANWPALO ALTO NETWORKS INC | 10,000 | $2.0B | 3.68% | |
| 8 | ANETARISTA NETWORKS INC | 18,000 | $1.8B | 3.31% | |
| 9 | 6RJ0ROCKET LAB CORP | 50,000 | $1.8B | 3.22% | |
| 10 | TOSTTOAST INC | 40,000 | $1.8B | 3.19% | |
| 11 | OKLOOKLO INC | 30,000 | $1.7B | 3.02% | |
| 12 | WDAYWORKDAY INC | 7,000 | $1.6B | 2.94% | |
| 13 | MNDYMONDAY.COM LTD | 5,000 | $1.6B | 2.83% | |
| 14 | ZSZSCALER INC | 5,000 | $1.6B | 2.83% | |
| 15 | MDBMONGODB INC | 5,000 | $1.0B | 1.89% | |
| 16 | HOODROBINHOOD MARKETS INC | 11,000 | $1.0B | 1.85% | |
| 17 | OKTAOKTA INC | 10,000 | $999.7M | 1.80% | |
| 18 | SOFISOFI TECHNOLOGIES INC | 50,000 | $910.5M | 1.64% | |
| 19 | COHRCOHERENT CORP | 10,000 | $892.1M | 1.61% | |
| 20 | PWRQUANTA SERVICES INC | 2,100 | $794.0M | 1.43% | |
| 21 | PYPLPAYPAL HOLDINGS INC | 10,000 | $743.2M | 1.34% | |
| 22 | ASPNASPEN AEROGELS INC | 125,000 | $740.0M | 1.33% | |
| 23 | TSLATESLA INC | 2,000 | $635.3M | 1.14% | |
| 24 | ONON SEMICONDUCTOR CORP | 8,000 | $419.3M | 0.75% | |
| 25 | ABBNYABB LTD | 7,000 | $417.7M | 0.75% | |
| 26 | BEBLOOM ENERGY CORP | 15,000 | $358.8M | 0.65% | |
| 27 | FSLYFASTLY INC | 50,000 | $353.0M | 0.64% | |
| 28 | COINCOINBASE GLOBAL INC | 1,000 | $350.5M | 0.63% | |
| 29 | GLWCORNING INC | 6,460 | $339.7M | 0.61% | |
| 30 | FSLRFIRST SOLAR INC | 2,000 | $331.1M | 0.60% | |
| 31 | CHGGCHEGG INC | 260,000 | $314.6M | 0.57% | |
| 32 | ENVXENOVIX CORP | 30,000 | $310.2M | 0.56% | |
| 33 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $278.8M | 0.50% | |
| 34 | ITRIITRON INC | 2,000 | $263.3M | 0.47% | |
| 35 | SPWRCOMPLETE SOLARIA INC | 100,000 | $184.0M | 0.33% | |
| 36 | HNMORMAT TECHNOLOGIES INC | 2,000 | $167.5M | 0.30% | |
| 37 | STMSTMICROELECTRONICS NV | 5,000 | $152.1M | 0.27% | |
| 38 | HONHONEYWELL INTERNATIONAL INC | 580 | $135.1M | 0.24% | |
| 39 | PHGKONINKLIJKE PHILIPS NV | 4,962 | $119.0M | 0.21% | |
| 40 | ENPHENPHASE ENERGY INC | 3,000 | $119.0M | 0.21% | |
| 41 | RUNSUNRUN INC | 11,600 | $107.3M | 0.19% | |
| 42 | PWIPOWER INTEGRATIONS INC | 1,598 | $89.3M | 0.16% | |
| 43 | COURCOURSERA INC | 10,000 | $87.6M | 0.16% | |
| 44 | CARRCARRIER GLOBAL CORP | 1,000 | $73.2M | 0.13% | |
| 45 | WOLF*WOLFSPEED INC | 180,000 | $71.8M | 0.13% | |
| 46 | SEDGSOLAREDGE TECHNOLOGIES INC | 3,000 | $61.2M | 0.11% | |
| 47 | CHPTCHARGEPOINT HOLDINGS INC | 60,000 | $42.2M | 0.08% | |
| 48 | OXQ1ARQ INC | 6,800 | $36.5M | 0.07% | |
| 49 | OESXUSDORION ENERGY SYSTEMS INC | 14,000 | $8.5M | 0.02% |