Firsthand Capital Management, Inc. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$53.9M
Holdings
47
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROKUROKU INC | 75,000 | $8.1M | 15.10% | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 36,000 | $6.4M | 11.88% | |
| 3 | NFLXNETFLIX INC | 45,000 | $4.2M | 7.83% | |
| 4 | 6RJ0ROCKET LAB CORP | 60,000 | $4.2M | 7.77% | |
| 5 | ANETARISTA NETWORKS INC | 18,000 | $2.4M | 4.38% | |
| 6 | OKLOOKLO INC | 30,000 | $2.2M | 4.00% | |
| 7 | TOSTTOAST INC | 60,000 | $2.1M | 3.95% | |
| 8 | DOMODOMO INC | 250,000 | $2.1M | 3.91% | |
| 9 | MDBMONGODB INC | 5,000 | $2.1M | 3.89% | |
| 10 | SOFISOFI TECHNOLOGIES INC | 80,000 | $2.1M | 3.89% | |
| 11 | UBERUBER TECHNOLOGIES INC | 25,000 | $2.0M | 3.79% | |
| 12 | COHRCOHERENT CORP | 10,000 | $1.8M | 3.43% | |
| 13 | PANWPALO ALTO NETWORKS INC | 10,000 | $1.8M | 3.42% | |
| 14 | AVGOBROADCOM INC | 5,000 | $1.7M | 3.21% | |
| 15 | HOODROBINHOOD MARKETS INC | 15,000 | $1.7M | 3.15% | |
| 16 | ZSZSCALER INC | 5,000 | $1.1M | 2.09% | |
| 17 | BEBLOOM ENERGY CORP | 12,000 | $1.0M | 1.93% | |
| 18 | PWRQUANTA SERVICES INC | 2,100 | $886K | 1.64% | |
| 19 | GLWCORNING INC | 6,460 | $565K | 1.05% | |
| 20 | ABJAABB LTD | 7,000 | $517K | 0.96% | |
| 21 | UPSTUPSTART HOLDINGS INC | 10,000 | $437K | 0.81% | |
| 22 | ONON SEMICONDUCTOR CORP | 8,000 | $433K | 0.80% | |
| 23 | ASPNASPEN AEROGELS INC | 125,000 | $353K | 0.66% | |
| 24 | BWXTBWX TECHNOLOGIES INC | 2,000 | $345K | 0.64% | |
| 25 | ACLSAXCELIS TECHNOLOGIES INC | 4,000 | $321K | 0.60% | |
| 26 | FSLRFIRST SOLAR INC | 1,000 | $261K | 0.48% | |
| 27 | GEVGE VERNOVA INC | 400 | $261K | 0.48% | |
| 28 | CHGGCHEGG INC | 260,000 | $241K | 0.45% | |
| 29 | SPWRCOMPLETE SOLARIA INC | 150,000 | $235K | 0.44% | |
| 30 | COINCOINBASE GLOBAL INC | 1,000 | $226K | 0.42% | |
| 31 | HNMORMAT TECHNOLOGIES INC | 2,000 | $220K | 0.41% | |
| 32 | ITRIITRON INC | 2,000 | $185K | 0.34% | |
| 33 | MPWRMONOLITHIC POWER SYSTEMS INC | 200 | $181K | 0.34% | |
| 34 | PHGKONINKLIJKE PHILIPS NV | 4,962 | $134K | 0.25% | |
| 35 | STMSTMICROELECTRONICS NV | 5,000 | $129K | 0.24% | |
| 36 | WOLFWOLFSPEED INC | 7,350 | $127K | 0.24% | |
| 37 | HONHONEYWELL INTERNATIONAL INC | 580 | $113K | 0.21% | |
| 38 | ENPHENPHASE ENERGY INC | 3,000 | $96K | 0.18% | |
| 39 | SEDGSOLAREDGE TECHNOLOGIES INC | 3,000 | $86K | 0.16% | |
| 40 | COURCOURSERA INC | 10,000 | $73K | 0.14% | |
| 41 | SMRNUSCALE POWER CORP | 5,000 | $70K | 0.13% | |
| 42 | CARRCARRIER GLOBAL CORP | 1,000 | $52K | 0.10% | |
| 43 | ACLLYACCELLERON INDUSTRIES AG | 350 | $27K | 0.05% | |
| 44 | OXQ1ARQ INC | 6,800 | $22K | 0.04% | |
| 45 | OESXORION ENERGY SYSTEMS INC | 1,400 | $21K | 0.04% | |
| 46 | CHPTCHARGEPOINT HOLDINGS INC | 3,000 | $19K | 0.04% | |
| 47 | SOLSSOLSTICE ADVANCED MATERIALS INC | 145 | $7K | 0.01% |