Firsthand Capital Management, Inc.: 13F holdings
CIK 14761792026Q2
| Positions | 54 |
|---|---|
| Reported value | $62.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ROKU ROKU INC | 60,000 | $8.3m | 13.2% |
| BE BLOOM ENERGY CORP | 25,000 | $7.6m | 12.1% |
| RKLB ROCKET LAB CORP | 60,000 | $6.1m | 9.7% |
| COHR COHERENT CORP | 10,000 | $3.9m | 6.3% |
| OKLO OKLO INC | 60,000 | $3.1m | 5.0% |
| VSAT VIASAT INC | 30,000 | $2.7m | 4.3% |
| ASM INTERNATIONAL NV | 2,000 | $2.3m | 3.7% |
| AVGO BROADCOM INC | 5,000 | $1.9m | 3.0% |
| GLW CORNING INC | 6,460 | $1.7m | 2.6% |
| PLTR PALANTIR TECHNOLOGIES INC | 13,000 | $1.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1476179")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.