Titelia

Holdings of Firsthand Capital Management, Inc.

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Net assets
-
Positions
47 in 3 countries
Top ten
64.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Roku Inc 70,0006.6M $
2Bloom Energy Corp 32,0004.3M $
3Rocket Lab Corp 60,0003.9M $
4Netflix Inc 40,0003.8M $
5Coherent Corp 10,0002.4M $
6Palantir Technologies Inc 13,0001.9M $
7ASM INTERNATIONAL NV 2,5001.9M $
8Arista Networks Inc 15,0001.8M $
9Uber Technologies Inc 25,0001.8M $
10Palo Alto Networks Inc 10,0001.6M $
11Toast Inc 60,0001.6M $
12Broadcom Inc 5,0001.5M $
13Oklo Inc 30,0001.5M $
14SoFi Technologies Inc 80,0001.3M $
15MongoDB Inc 5,0001.2M $
16Quanta Services Inc 2,1001.2M $
17Robinhood Markets Inc 15,0001M $
18Corning Inc 6,460878.4K $
19Domo Inc 250,000765K $
20Zscaler Inc 5,000701.5K $
21ABB Ltd 7,000563.4K $
22ON Semiconductor Corp 8,000495.4K $
23Aspen Aerogels Inc 125,000427.5K $
24BWX Technologies Inc 2,000409K $
25Axcelis Technologies Inc 4,000372.3K $
26GE Vernova Inc 400349.2K $
27Ormat Technologies Inc 2,000223.8K $
28Monolithic Power Systems Inc 200218.7K $
29Wolfspeed Inc 12,248199.9K $
30First Solar Inc 1,000197.3K $
31Chegg Inc 260,000192.7K $
32SunPower Inc 150,000190.5K $
33Itron Inc 2,000179.3K $
34Coinbase Global Inc 1,000174.6K $
35STMicroelectronics NV 5,000172.8K $
36SolarEdge Technologies Inc 3,000153.2K $
37Koninklijke Philips NV 4,962136K $
38Honeywell International Inc 580131.1K $
39Enphase Energy Inc 3,000113.4K $
40Coursera Inc 10,00058.2K $
41Carrier Global Corp 1,00056.3K $
42NuScale Power Corp 5,00054.2K $
43Accelleron Industries AG 35031.3K $
44Arq, Inc. 6,80017.4K $
45ChargePoint Holdings Inc 3,00014.6K $
46Orion Energy Systems Inc 1,40012.2K $
47Solstice Advanced Materials Inc 14511K $

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Sector breakdown

  • Technology 29.8 %
  • Industrials 27.0 %
  • Communication 8.2 %
  • Financials 2.6 %
  • Unattributed 32.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.1 %
  • Netherlands 4.7 %
  • Switzerland 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4244.1M $94.05 %
2Netherlands32.2M $4.68 %
3Switzerland2594.7K $1.27 %
Cite this page

Titelia. "Holdings of Firsthand Capital Management, Inc.". https://titelia.com/en/funds/US13F1476179