Firsthand Capital Management, Inc.
Position in FLY — Firefly Aerospace Inc.
CIK 1476179
SAN JOSE, CA
Position in FLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,470,000
New position
Shares Held
50,000
first reported quarter
Ownership
0.030%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#89
of 266 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Firsthand Capital Management, Inc. holds $12,005,363 across 8 Aerospace & Defense names. FLY ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
60,000 | $6,099,000 | |
| 2 | FLY |
Firefly Aerospace Inc.
This page
|
50,000 | $1,470,000 | |
| 3 | VOYG |
Voyager Technologies, Inc./TX
|
40,000 | $1,290,000 | |
| 4 | RDW |
Redwire Corp
|
100,000 | $1,223,000 | |
| 5 | PL |
Planet Labs PBC
|
25,000 | $828,250 | |
| 6 | LUNR |
Intuitive Machines, Inc.
|
30,000 | $641,700 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
2,000 | $389,300 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
290 | $64,113 |
All Filings in FLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,000 | 50,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||