Stock Taper

FIRSTHAND CAPITAL MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Solstice Advanced Materials Inc.SOLS145$12.85K
Monolithic Power Systems, Inc.MPWR200$276.47K
Honeywell International Inc.HON290$64.93K
GE Vernova Inc.GEV400$469.94K
First Solar, Inc.FSLR1K$235.96K
Carrier Global CorporationCARR1K$73.35K
Coinbase Global, Inc.COIN1K$146.19K
Ormat Technologies, Inc.ORA2K$217.8K
BWX Technologies, Inc.BWXT2K$389.3K
Itron, Inc.ITRI2K$173.06K
Quanta Services, Inc.PWR2.1K$1.51M
Axcelis Technologies, Inc.ACLS4K$757.8K
NuScale Power CorporationSMR5K$50.15K
Broadcom Inc.AVGO5K$1.89M
STMicroelectronics N.V.STM5K$374.45K
Uber Technologies, Inc.UBER5K$360.8K
Arista Networks, Inc.ANET5K$849.4K
Koninklijke Philips N.V.PHG5.15K$139.92K
ON Semiconductor CorporationON6K$567.24K
Corning IncGLW6.46K$1.65M