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 ASPN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,500 | 125,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $353,750 | 125,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $870,000 | 125,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $740,000 | 125,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $798,750 | 125,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,247,400 | 105,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,907,450 | 105,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $119,250 | 5,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $616,000 | 35,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $552,300 | 35,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301,000 | 35,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $276,150 | 35,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,750 | 35,000 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $412,650 | 35,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $322,700 | 35,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $345,800 | 35,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,206,800 | 35,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,742,650 | 35,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,610,350 | 35,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,047,200 | 35,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $711,900 | 35,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $584,150 | 35,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $383,250 | 35,000 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $230,300 | 35,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $214,900 | 35,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||