FIRSTHAND CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHGG | 260K | $192.74K |
 | DOMO | 250K | $765.00K |
 | ASPN | 125K | $427.50K |
 | SOFI | 80K | $1.27M |
 | ROKU | 70K | $6.62M |
 | RKLB | 60K | $3.85M |
 | TOST | 60K | $1.59M |
 | NFLX | 40K | $3.85M |
 | BE | 32K | $4.34M |
 | OKLO | 30K | $1.49M |
 | UBER | 25K | $1.80M |
 | HOOD | 15K | $1.04M |
 | ANET | 15K | $1.84M |
 | PLTR | 13K | $1.90M |
 | WOLF | 12K | $199.89K |
 | PANW | 10K | $1.60M |
 | COUR | 10K | $58.20K |
 | COHR | 10K | $2.38M |
 | ON | 8K | $495.36K |
 | GLW | 6K | $878.37K |
Chegg, Inc.
CHGG
Shares Held
260K
Value
$192.74K
Domo, Inc.
DOMO
Shares Held
250K
Value
$765.00K
Aspen Aerogels, Inc.
ASPN
Shares Held
125K
Value
$427.50K
SoFi Technologies, Inc.
SOFI
Shares Held
80K
Value
$1.27M
Roku, Inc.
ROKU
Shares Held
70K
Value
$6.62M
Rocket Lab USA, Inc.
RKLB
Shares Held
60K
Value
$3.85M
Toast, Inc.
TOST
Shares Held
60K
Value
$1.59M
Netflix, Inc.
NFLX
Shares Held
40K
Value
$3.85M
Bloom Energy Corporation
BE
Shares Held
32K
Value
$4.34M
Oklo Inc.
OKLO
Shares Held
30K
Value
$1.49M
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$1.80M
Robinhood Markets, Inc.
HOOD
Shares Held
15K
Value
$1.04M
Arista Networks, Inc.
ANET
Shares Held
15K
Value
$1.84M
Palantir Technologies Inc.
PLTR
Shares Held
13K
Value
$1.90M
Wolfspeed Inc.
WOLF
Shares Held
12K
Value
$199.89K
Palo Alto Networks, Inc.
PANW
Shares Held
10K
Value
$1.60M
Coursera, Inc.
COUR
Shares Held
10K
Value
$58.20K
Coherent, Inc.
COHR
Shares Held
10K
Value
$2.38M
ON Semiconductor Corporation
ON
Shares Held
8K
Value
$495.36K
Corning Inc
GLW
Shares Held
6K
Value
$878.37K