Firsthand Capital Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FC Firsthand Capital Management, Inc. | Institutional Filer | ▼ 12.96% | $46.9M | 47 |
Current Portfolio Holdings
Showing all 47 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ROKU | Roku, Inc. | Communication Services | 70K | $6.6M | 14.13% |
| 2 | BE | Bloom Energy Corporation | Industrials | 32K | $4.3M | 9.25% |
| 3 | RKLB | Rocket Lab USA, Inc. | Industrials | 60K | $3.9M | 8.22% |
| 4 | NFLX | Netflix, Inc. | Communication Services | 40K | $3.8M | 8.20% |
| 5 | COHR | Coherent, Inc. | Technology | 10K | $2.4M | 5.08% |
| 6 | PLTR | Palantir Technologies Inc. | Technology | 13K | $1.9M | 4.06% |
| 7 | ASMIY | ASM INTERNATIONAL NV | — | 3K | $1.9M | 4.02% |
| 8 | ANET | Arista Networks, Inc. | Technology | 15K | $1.8M | 3.93% |
| 9 | UBER | Uber Technologies, Inc. | Technology | 25K | $1.8M | 3.84% |
| 10 | PANW | Palo Alto Networks, Inc. | Technology | 10K | $1.6M | 3.42% |
| 11 | TOST | Toast, Inc. | Technology | 60K | $1.6M | 3.39% |
| 12 | AVGO | Broadcom Inc. | Technology | 5K | $1.5M | 3.30% |
| 13 | OKLO | Oklo Inc. | Utilities | 30K | $1.5M | 3.17% |
| 14 | SOFI | SoFi Technologies, Inc. | Financial Services | 80K | $1.3M | 2.71% |
| 15 | MDB | MongoDB, Inc. | Technology | 5K | $1.2M | 2.61% |
Showing 1 to 15 of 47 holdings