Firsthand Capital Management, Inc.
Top Portfolio Positions
45 positions ·
$44,960,537 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROKU |
Roku, Inc
Communication Services
|
70,000 | $6,623,400 | 14.73% | |
| BE |
Bloom Energy Corp
Industrials
|
32,000 | $4,335,680 | 9.64% | |
| RKLB |
Rocket Lab Corp
Industrials
|
60,000 | $3,853,200 | 8.57% | |
| NFLX |
Netflix Inc
Communication Services
|
40,000 | $3,846,000 | 8.55% | |
| 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 OESX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,236 | 1,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,532 | 1,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,264 | 1,400 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||