Firsthand Capital Management, Inc. — 13F holdings

Firsthand Capital Management, Inc. reported 54 holdings worth $62.6M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ROKU ROKU INC — $8.29M (13.2%)
2. BE BLOOM ENERGY CORP — $7.57M (12.1%)
3. RKLB ROCKET LAB CORP — $6.10M (9.7%)
4. COHR COHERENT CORP — $3.94M (6.3%)
5. OKLO OKLO INC — $3.14M (5.0%)
6. VSAT VIASAT INC — $2.69M (4.3%)
7. ASMIY ASM INTERNATIONAL N.V. — $2.30M (3.7%)
8. AVGO BROADCOM INC — $1.89M (3.0%)
9. GLW CORNING INC — $1.65M (2.6%)
10. PLTR PALANTIR TECHNOLOGIES INC — $1.52M (2.4%)