SEC Form 13F

Firsthand Capital Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$62,562,405
Positions54

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ROKU INCROKUCommon Stock$8,288,40060,000
BLOOM ENERGY CORPBECommon Stock$7,567,50025,000
ROCKET LAB CORPRKLBCommon Stock$6,099,00060,000
COHERENT CORPCOHRCommon Stock$3,944,70010,000
OKLO INCOKLOCommon Stock$3,139,80060,000
VIASAT INCVSATCommon Stock$2,694,30030,000
ASM INTERNATIONAL NVASMIYCommon Stock$2,297,7202,000
BROADCOM INCAVGOCommon Stock$1,888,7505,000
CORNING INCGLWCommon Stock$1,650,0786,460
PALANTIR TECHNOLOGIES INCPLTRCommon Stock$1,516,71013,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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