account_balance
Investment manager · 13F filer · SEC CIK 1476179
Firsthand Capital Management, Inc.
Reported value$62.6Mas of Jun 30, 2026
Positions54 10 new, 3 sold out
Top 10 weight62.5%ROKU alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ROKURoku, Inc
13.2%Trimmed −14%
BEBloom Energy Corp
12.1%Trimmed −22%
RKLBRocket Lab Corp
9.7%
COHRCoherent Corp.
6.3%
OKLOOklo Inc.
5.0%Added +100%
VSATViasat Inc
4.3%New
ASMIYAsm International NV
3.7%Trimmed −20%
AVGOBroadcom Inc.
3.0%
GLWCorning Inc
2.6%
PLTRPalantir Technologies Inc.
2.4%
PWRQuanta Services, Inc.
2.4%
HOODRobinhood Markets, Inc.
2.4%
ROKURoku, Inc
13.2%Trimmed −14%
BEBloom Energy Corp
12.1%Trimmed −22%
RKLBRocket Lab Corp
9.7%
COHRCoherent Corp.
6.3%
OKLOOklo Inc.
5.0%
VSATViasat Inc
4.3%
ASMIYAsm International NV
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROKU Roku, Inc 13.2% Trimmed −14%BE Bloom Energy Corp 12.1% Trimmed −22%RKLB Rocket Lab Corp 9.7% HeldCOHR Coherent Corp. 6.3% HeldOKLO Oklo Inc. 5.0% Added +100%VSAT Viasat Inc 4.3% New
ASMIY Asm International NV 3.7% Trimmed −20%
AVGO Broadcom Inc. 3.0% HeldGLW Corning Inc 2.6% HeldPLTR Palantir Technologies Inc. 2.4% HeldPWR Quanta Services, Inc. 2.4% HeldHOOD Robinhood Markets, Inc. 2.4% HeldWhat changed
Biggest moves since Mar 31, 2026
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