FIRSTHAND CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHGG | 260K | $392.60K |
 | DOMO | 250K | $3.96M |
 | ASPN | 125K | $870.00K |
 | SOFI | 80K | $2.11M |
 | ROKU | 75K | $7.51M |
 | RKLB | 70K | $3.35M |
 | TOST | 60K | $2.19M |
 | PLTR | 36K | $6.57M |
 | OKLO | 30K | $3.35M |
 | UBER | 25K | $2.45M |
 | ANET | 18K | $2.62M |
 | BE | 15K | $1.27M |
 | HOOD | 15K | $2.15M |
 | UPST | 10K | $508.00K |
 | PANW | 10K | $2.04M |
 | COHR | 10K | $1.08M |
 | COUR | 10K | $117.10K |
 | ON | 8K | $394.48K |
 | WOLF | 7K | $210.15K |
 | GLW | 6K | $529.91K |
Chegg, Inc.
CHGG
Shares Held
260K
Value
$392.60K
Domo, Inc.
DOMO
Shares Held
250K
Value
$3.96M
Aspen Aerogels, Inc.
ASPN
Shares Held
125K
Value
$870.00K
SoFi Technologies, Inc.
SOFI
Shares Held
80K
Value
$2.11M
Roku, Inc.
ROKU
Shares Held
75K
Value
$7.51M
Rocket Lab USA, Inc.
RKLB
Shares Held
70K
Value
$3.35M
Toast, Inc.
TOST
Shares Held
60K
Value
$2.19M
Palantir Technologies Inc.
PLTR
Shares Held
36K
Value
$6.57M
Oklo Inc.
OKLO
Shares Held
30K
Value
$3.35M
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$2.45M
Arista Networks, Inc.
ANET
Shares Held
18K
Value
$2.62M
Bloom Energy Corporation
BE
Shares Held
15K
Value
$1.27M
Robinhood Markets, Inc.
HOOD
Shares Held
15K
Value
$2.15M
Upstart Holdings, Inc.
UPST
Shares Held
10K
Value
$508.00K
Palo Alto Networks, Inc.
PANW
Shares Held
10K
Value
$2.04M
Coherent, Inc.
COHR
Shares Held
10K
Value
$1.08M
Coursera, Inc.
COUR
Shares Held
10K
Value
$117.10K
ON Semiconductor Corporation
ON
Shares Held
8K
Value
$394.48K
Wolfspeed, Inc.
WOLF
Shares Held
7K
Value
$210.15K
Corning Incorporated
GLW
Shares Held
6K
Value
$529.91K