Stock Taper 
FIRSTHAND CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Williams Companies, Inc. | WMB | 8K | $594.72K |
 SolarEdge Technologies, Inc. | SEDG | 8K | $467.52K |
 Coherent, Inc. | COHR | 10K | $3.94M |
 Coursera, Inc. | COUR | 10K | $56.4K |
 Wolfspeed Inc. | WOLF | 12.25K | $590.97K |
 Palantir Technologies Inc. | PLTR | 13K | $1.52M |
 Enphase Energy, Inc. | ENPH | 13K | $640.12K |
 Robinhood Markets, Inc. | HOOD | 15K | $1.5M |
 Netflix, Inc. | NFLX | 20K | $1.43M |
 BlackSky Technology Inc. | BKSY | 20K | $558.4K |
 Bloom Energy Corporation | BE | 25K | $7.57M |
 Planet Labs PBC | PL | 25K | $828.25K |
 Viasat, Inc. | VSAT | 30K | $2.69M |
 Intuitive Machines, Inc. | LUNR | 30K | $641.7K |
 Toast, Inc. | TOST | 30K | $834.6K |
 Voyager Technologies, Inc. | VOYG | 40K | $1.29M |
 Firefly Aerospace Inc. | FLY | 50K | $1.47M |
 Oklo Inc. | OKLO | 60K | $3.14M |
 Roku, Inc. | ROKU | 60K | $8.29M |
 Rocket Lab USA, Inc. | RKLB | 60K | $6.1M |