FIRSTHAND CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHGG | 260K | $241.80K |
 | DOMO | 250K | $2.11M |
 | ASPN | 125K | $353.75K |
 | SOFI | 80K | $2.09M |
 | NFLX | 45K | $4.22M |
 | PLTR | 36K | $6.40M |
 | UBER | 25K | $2.04M |
 | BE | 12K | $1.04M |
 | COUR | 10K | $73.60K |
 | UPST | 10K | $437.30K |
 | ON | 8K | $433.20K |
 | SMR | 5K | $70.85K |
 | STM | 5K | $129.70K |
 | MDB | 5K | $2.10M |
 | CHPT | 3K | $19.92K |
 | ENPH | 3K | $96.15K |
 | PWR | 2K | $886.33K |
 | ITRI | 2K | $185.72K |
 | OESX | 1K | $21.53K |
 | CARR | 1K | $52.84K |
Chegg, Inc.
CHGG
Shares Held
260K
Value
$241.80K
Domo, Inc.
DOMO
Shares Held
250K
Value
$2.11M
Aspen Aerogels, Inc.
ASPN
Shares Held
125K
Value
$353.75K
SoFi Technologies, Inc.
SOFI
Shares Held
80K
Value
$2.09M
Netflix, Inc.
NFLX
Shares Held
45K
Value
$4.22M
Palantir Technologies Inc.
PLTR
Shares Held
36K
Value
$6.40M
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$2.04M
Bloom Energy Corporation
BE
Shares Held
12K
Value
$1.04M
Coursera, Inc.
COUR
Shares Held
10K
Value
$73.60K
Upstart Holdings, Inc.
UPST
Shares Held
10K
Value
$437.30K
ON Semiconductor Corporation
ON
Shares Held
8K
Value
$433.20K
NuScale Power Corporation
SMR
Shares Held
5K
Value
$70.85K
STMicroelectronics N.V.
STM
Shares Held
5K
Value
$129.70K
MongoDB, Inc.
MDB
Shares Held
5K
Value
$2.10M
ChargePoint Holdings, Inc.
CHPT
Shares Held
3K
Value
$19.92K
Enphase Energy, Inc.
ENPH
Shares Held
3K
Value
$96.15K
Quanta Services, Inc.
PWR
Shares Held
2K
Value
$886.33K
Itron, Inc.
ITRI
Shares Held
2K
Value
$185.72K
Orion Energy Systems, Inc.
OESX
Shares Held
1K
Value
$21.53K
Carrier Global Corporation
CARR
Shares Held
1K
Value
$52.84K