Firsthand Capital Management, Inc.
Top Portfolio Positions
44 positions ·
$44,948,301 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROKU |
Roku, Inc
Communication Services
|
70,000 | $6,623,400 | 14.74% | |
| BE |
Bloom Energy Corp
Industrials
|
32,000 | $4,335,680 | 9.65% | |
| RKLB |
Rocket Lab Corp
Industrials
|
60,000 | $3,853,200 | 8.57% | |
| NFLX |
Netflix Inc
Communication Services
|
40,000 | $3,846,000 | 8.56% | |
| COHR |
Coherent Corp.
Technology
|
10,000 | $2,382,100 | 5.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
13,000 | $1,901,640 | 4.23% | |
| ANET |
Arista Networks, Inc.
Technology
|
15,000 | $1,841,700 | 4.10% | |
| UBER |
Uber Technologies, Inc
Technology
|
25,000 | $1,798,250 | 4.00% | |
| PANW |
Palo Alto Networks Inc
Technology
|
10,000 | $1,603,200 | 3.57% | |
| TOST |
Toast, Inc.
Technology
|
60,000 | $1,590,600 | 3.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ABBNY
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $557,900 | 7,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $535,640 | 7,000 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $552,000 | 10,000 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $308,000 | 7,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,710 | 7,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $272,510 | 7,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $240,800 | 7,000 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $216,020 | 7,000 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $224,560 | 7,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $272,020 | 7,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $228,270 | 7,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $244,440 | 7,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $213,570 | 7,000 | Shares | Sole | 2021-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||