Firsthand Capital Management, Inc. Portfolio Holdings

Firsthand Capital Management, Inc.

  • $47.9 Million
  • Q3 2025

Firsthand Capital Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $47.9 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roku, Inc with a value of $7.51M, Palantir Technologies Inc. with a value of $6.57M, Netflix Inc with a value of $5.4M, Domo, Inc. with a value of $3.96M, and Uber Technologies, Inc with a value of $2.45M.

Examining the 13F form we can see an decrease of $921K in the current position value, from $48.8M to 47.9M.

Firsthand Capital Management, Inc. is based out at San Jose, CA

Below you can find more details about Firsthand Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $47.9 Million
Technology: $26.9 Million
Communication Services: $12.9 Million
Industrials: $3.79 Million
Financial Services: $2.62 Million
Real Estate: $783,000
Consumer Defensive: $509,000
Utilities: $192,000
Healthcare: $135,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12B
$7.51 Million 15.69% of portfolio
75,000
Q3 2024 Added 21,328.57%
$342B
$6.57 Million 13.72% of portfolio
36,000
Q3 2025 Reduced 34.55%
$49.1B
$5.4 Million 11.27% of portfolio
4,500
Q3 2025 Reduced 10.0%
$383M
$3.96 Million 8.27% of portfolio
250,000
Q3 2025 Added 8.7%
$181B
$2.45 Million 5.12% of portfolio
25,000
Q4 2024 New
$11.6B
$2.19 Million 4.58% of portfolio
60,000
Q3 2025 Added 50.0%
$102B
$2.15 Million 4.49% of portfolio
15,000
Q3 2025 Added 36.36%
$22.2B
$2.11 Million 4.41% of portfolio
80,000
Q3 2025 Added 60.0%
$61.4B
$2.04 Million 4.25% of portfolio
10,000
Q4 2024 Added 100.0%
$139B
$1.65 Million 3.45% of portfolio
5,000
Q3 2025 New
$24.2B
$1.55 Million 3.24% of portfolio
5,000
Q4 2024 Reduced 50.0%
$42.8B
$1.5 Million 3.13% of portfolio
5,000
Q1 2025 Reduced 50.0%
$20B
$1.27 Million 2.65% of portfolio
15,000
Q1 2025 Added 50.0%
$61.4B
$870,000 1.82% of portfolio
2,100
Q1 2025 Reduced 32.26%
$124M
$870,000 1.82% of portfolio
125,000
Q1 2025 Added 19.05%
$71.5B
$783,000 1.64% of portfolio
1,000
Q3 2025 New
$3.15B
$508,000 1.06% of portfolio
10,000
Q3 2025 New
$27B
$441,000 0.92% of portfolio
2,000
Q1 2025 Reduced 50.0%
$20.3B
$394,000 0.82% of portfolio
8,000
Q1 2025 Reduced 20.0%
$138M
$392,000 0.82% of portfolio
260,000
Q3 2024 Added 1,030.43%
$2.69B
$390,000 0.81% of portfolio
4,000
Q3 2024 Reduced 73.33%
$16.3B
$368,000 0.77% of portfolio
2,000
Q3 2025 New
$40.3B
$337,000 0.7% of portfolio
1,000
Q4 2024 New
$4.44B
$249,000 0.52% of portfolio
2,000
Q2 2025 Reduced 43.9%
$6.07B
$192,000 0.4% of portfolio
2,000
Q2 2025 New
$954M
$180,000 0.38% of portfolio
5,000
Q3 2025 New
$43.2B
$184,000 0.38% of portfolio
200
Q3 2025 New
$21.3B
$141,000 0.29% of portfolio
5,000
Q3 2024 Reduced 57.49%
$25.4B
$135,000 0.28% of portfolio
4,962
Q2 2025 Added 4.22%
$132B
$122,000 0.25% of portfolio
580
Q3 2024 Reduced 94.2%
$1.24B
$117,000 0.24% of portfolio
10,000
Q3 2024 Reduced 28.57%
$2.01B
$111,000 0.23% of portfolio
3,000
Q2 2025 Reduced 76.92%
$3.74B
$106,000 0.22% of portfolio
3,000
Q1 2025 Reduced 83.33%
$45.2B
$59,000 0.12% of portfolio
1,000
Q3 2024 Reduced 80.0%
$145M
$51,000 0.11% of portfolio
6,800
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2025 New
Chargepoint Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Wolfspeed Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Complete Solaria Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 50.0%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 40.0%
Abb LTD
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$0 0.0% of portfolio
30,000
Q2 2025 Added 200.0%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Orion Energy Systems Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $47.9 Million
  • Prior Value $48.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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