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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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