Stock Taper 
FIRSTHAND CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 10K | $3.94M |
 The Williams Companies, Inc. | WMB | 8K | $594.72K |
 SolarEdge Technologies, Inc. | SEDG | 8K | $467.52K |
 Corning Inc | GLW | 6.46K | $1.65M |
 ON Semiconductor Corporation | ON | 6K | $567.24K |
 Koninklijke Philips N.V. | PHG | 5.15K | $139.92K |
 STMicroelectronics N.V. | STM | 5K | $374.45K |
 Arista Networks, Inc. | ANET | 5K | $849.4K |
 Broadcom Inc. | AVGO | 5K | $1.89M |
 Uber Technologies, Inc. | UBER | 5K | $360.8K |
 NuScale Power Corporation | SMR | 5K | $50.15K |
 Axcelis Technologies, Inc. | ACLS | 4K | $757.8K |
 Quanta Services, Inc. | PWR | 2.1K | $1.51M |
 Itron, Inc. | ITRI | 2K | $173.06K |
 Ormat Technologies, Inc. | ORA | 2K | $217.8K |
 BWX Technologies, Inc. | BWXT | 2K | $389.3K |
 Carrier Global Corporation | CARR | 1K | $73.35K |
 Coinbase Global, Inc. | COIN | 1K | $146.19K |
 First Solar, Inc. | FSLR | 1K | $235.96K |
 GE Vernova Inc. | GEV | 400 | $469.94K |