Firsthand Capital Management, Inc. Diversified Active

Location: SAN JOSE, CA

CIK: 0001476179 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $46,882 (100.0% shares, 0.0% debt)

Holdings (47)

New Positions (1)

ASMIY ASM INTERNATIONAL NV 4.0%

Value ($000) $1,885 Shares 2,500 Est. Cost $753.88 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ASMIY	ASM INTERNATIONAL NV	2,500	$1,885	4.0%	$753.88	—	Common Stock	N07045102

Increased Positions (2)

BE BLOOM ENERGY CORP 9.2%

Value ($000) $4,336 (+315.8%) Shares 32,000 (+166.7%) Est. Cost $97.77 Unrealized +47.9%

WOLF WOLFSPEED INC 0.4%

Value ($000) $200 (+56.2%) Shares 12,248 (+66.6%) Est. Cost $22.52 Unrealized -18.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BE	BLOOM ENERGY CORP	32,000 (+166.7%)	$4,336 (+315.8%)	9.2%	$97.77	+47.9%	Common Stock	093712107
WOLF	WOLFSPEED INC	12,248 (+66.6%)	$200 (+56.2%)	0.4%	$22.52	-18.9%	Common Stock	97785W106

Exited Positions (1)

UPST UPSTART HOLDINGS INC 0.9%

Value ($000) $437 Shares 10,000 Est. Cost $70.35 Unrealized -42.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
UPST	UPSTART HOLDINGS INC	10,000	$437	0.9%	$70.35	-42.9%	—	91680M107

Decreased Positions (4)

PLTR PALANTIR TECHNOLOGIES INC 4.1%

Value ($000) $1,902 (-70.3%) Shares 13,000 (-63.9%) Est. Cost $30.69 Unrealized +402.3%

ROKU ROKU INC 14.1%

Value ($000) $6,623 (-18.6%) Shares 70,000 (-6.7%) Est. Cost $64.05 Unrealized +53.7%

ANET ARISTA NETWORKS INC 3.9%

Value ($000) $1,842 (-21.9%) Shares 15,000 (-16.7%) Est. Cost $101.39 Unrealized +33.2%

NFLX NETFLIX INC 8.2%

Value ($000) $3,846 (-8.8%) Shares 40,000 (-11.1%) Est. Cost $101.53 Unrealized -17.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	13,000 (-63.9%)	$1,902 (-70.3%)	4.1%	$30.69	+402.3%	Common Stock	69608A108
ROKU	ROKU INC	70,000 (-6.7%)	$6,623 (-18.6%)	14.1%	$64.05	+53.7%	Common Stock	77543R102
ANET	ARISTA NETWORKS INC	15,000 (-16.7%)	$1,842 (-21.9%)	3.9%	$101.39	+33.2%	Common Stock	040413205
NFLX	NETFLIX INC	40,000 (-11.1%)	$3,846 (-8.8%)	8.2%	$101.53	-17.4%	Common Stock	64110L106

Unchanged Positions (40)

DOMO DOMO INC 1.6%

Value ($000) $765 Shares 250,000 Est. Cost $20.90 Unrealized -72.4%

MDB MONGODB INC 2.6%

Value ($000) $1,224 Shares 5,000 Est. Cost $265.29 Unrealized +41.8%

SOFI SOFI TECHNOLOGIES INC 2.7%

Value ($000) $1,270 Shares 80,000 Est. Cost $17.14 Unrealized +35.8%

OKLO OKLO INC 3.2%

Value ($000) $1,488 Shares 30,000 Est. Cost $32.17 Unrealized +149.7%

HOOD ROBINHOOD MARKETS INC 2.2%

Value ($000) $1,040 Shares 15,000 Est. Cost $62.93 Unrealized +52.2%

TOST TOAST INC 3.4%

Value ($000) $1,591 Shares 60,000 Est. Cost $39.43 Unrealized -21.4%

COHR COHERENT CORP 5.1%

Value ($000) $2,382 Shares 10,000 Est. Cost $71.97 Unrealized +196.4%

ZS ZSCALER INC 1.5%

Value ($000) $701 Shares 5,000 Est. Cost $139.24 Unrealized +38.8%

RKLB ROCKET LAB CORP 8.2%

Value ($000) $3,853 Shares 60,000 Est. Cost $30.44 Unrealized +160.4%

GLW CORNING INC 1.9%

Value ($000) $878 Shares 6,460 Est. Cost $33.04 Unrealized +238.0%

PWR QUANTA SERVICES INC 2.5%

Value ($000) $1,153 Shares 2,100 Est. Cost $169.12 Unrealized +187.5%

UBER UBER TECHNOLOGIES INC 3.8%

Value ($000) $1,798 Shares 25,000 Est. Cost $71.41 Unrealized +10.2%

PANW PALO ALTO NETWORKS INC 3.4%

Value ($000) $1,603 Shares 10,000 Est. Cost $164.86 Unrealized +4.4%

AVGO BROADCOM INC 3.3%

Value ($000) $1,548 Shares 5,000 Est. Cost $305.74 Unrealized +9.3%

GEV GE VERNOVA INC 0.7%

Value ($000) $349 Shares 400 Est. Cost $605.52 Unrealized +21.7%

ASPN ASPEN AEROGELS INC 0.9%

Value ($000) $428 Shares 125,000 Est. Cost $21.84 Unrealized -84.3%

SEDG SOLAREDGE TECHNOLOGIES INC 0.3%

Value ($000) $153 Shares 3,000 Est. Cost $32.37 Unrealized +7.4%

FSLR FIRST SOLAR INC 0.4%

Value ($000) $197 Shares 1,000 Est. Cost $68.51 Unrealized +246.1%

BWXT BWX TECHNOLOGIES INC 0.9%

Value ($000) $409 Shares 2,000 Est. Cost $160.55 Unrealized +26.4%

ON ON SEMICONDUCTOR CORP 1.1%

Value ($000) $495 Shares 8,000 Est. Cost $69.58 Unrealized -7.8%

COIN COINBASE GLOBAL INC 0.4%

Value ($000) $175 Shares 1,000 Est. Cost $253.86 Unrealized -21.0%

ACLS AXCELIS TECHNOLOGIES INC 0.8%

Value ($000) $372 Shares 4,000 Est. Cost $124.85 Unrealized -28.6%

CHGG CHEGG INC 0.4%

Value ($000) $193 Shares 260,000 Est. Cost $4.21 Unrealized -82.0%

ABBNY ABB LTD 1.2%

Value ($000) $563 Shares 7,000 Est. Cost $73.97 Unrealized —

SPWR SUNPOWER INC 0.4%

Value ($000) $191 Shares 150,000 Est. Cost $1.70 Unrealized -3.3%

STM STMICROELECTRONICS NV 0.4%

Value ($000) $173 Shares 5,000 Est. Cost $37.23 Unrealized —

MPWR MONOLITHIC POWER SYSTEMS INC 0.5%

Value ($000) $219 Shares 200 Est. Cost $808.07 Unrealized +36.7%

HON HONEYWELL INTERNATIONAL INC 0.3%

Value ($000) $131 Shares 580 Est. Cost $183.31 Unrealized +23.3%

ENPH ENPHASE ENERGY INC 0.2%

Value ($000) $113 Shares 3,000 Est. Cost $116.61 Unrealized -64.6%

SMR NUSCALE POWER CORP 0.1%

Value ($000) $54 Shares 5,000 Est. Cost $39.85 Unrealized -56.7%

COUR COURSERA INC 0.1%

Value ($000) $58 Shares 10,000 Est. Cost $29.61 Unrealized -78.5%

OESX ORION ENERGY SYSTEMS INC 0.0%

Value ($000) $12 Shares 1,400 Est. Cost $6.98 Unrealized +115.8%

ITRI ITRON INC 0.4%

Value ($000) $179 Shares 2,000 Est. Cost $79.33 Unrealized +24.5%

CHPT CHARGEPOINT HOLDINGS INC 0.0%

Value ($000) $15 Shares 3,000 Est. Cost $11.45 Unrealized -43.7%

ARQ ARQ INC 0.0%

Value ($000) $17 Shares 6,800 Est. Cost $6.09 Unrealized -40.7%

ACLLY ACCELLERON INDUSTRIES AG 0.1%

Value ($000) $31 Shares 350 Est. Cost $83.88 Unrealized —

SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%

Value ($000) $11 Shares 145 Est. Cost $47.08 Unrealized +38.5%

CARR CARRIER GLOBAL CORP 0.1%

Value ($000) $56 Shares 1,000 Est. Cost $58.47 Unrealized +2.0%

ORA ORMAT TECHNOLOGIES INC 0.5%

Value ($000) $224 Shares 2,000 Est. Cost $74.52 Unrealized +61.7%

PHG KONINKLIJKE PHILIPS NV 0.3%

Value ($000) $136 Shares 4,962 Est. Cost $24.94 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DOMO	DOMO INC	250,000	$765	1.6%	$20.90	-72.4%	Common Stock	257554105
MDB	MONGODB INC	5,000	$1,224	2.6%	$265.29	+41.8%	Common Stock	60937P106
SOFI	SOFI TECHNOLOGIES INC	80,000	$1,270	2.7%	$17.14	+35.8%	Common Stock	83406F102
OKLO	OKLO INC	30,000	$1,488	3.2%	$32.17	+149.7%	Common Stock	02156V109
HOOD	ROBINHOOD MARKETS INC	15,000	$1,040	2.2%	$62.93	+52.2%	Common Stock	770700102
TOST	TOAST INC	60,000	$1,591	3.4%	$39.43	-21.4%	Common Stock	888787108
COHR	COHERENT CORP	10,000	$2,382	5.1%	$71.97	+196.4%	Common Stock	19247G107
ZS	ZSCALER INC	5,000	$701	1.5%	$139.24	+38.8%	Common Stock	98980G102
RKLB	ROCKET LAB CORP	60,000	$3,853	8.2%	$30.44	+160.4%	Common Stock	773121108
GLW	CORNING INC	6,460	$878	1.9%	$33.04	+238.0%	Common Stock	219350105
PWR	QUANTA SERVICES INC	2,100	$1,153	2.5%	$169.12	+187.5%	Common Stock	74762E102
UBER	UBER TECHNOLOGIES INC	25,000	$1,798	3.8%	$71.41	+10.2%	Common Stock	90353T100
PANW	PALO ALTO NETWORKS INC	10,000	$1,603	3.4%	$164.86	+4.4%	Common Stock	697435105
AVGO	BROADCOM INC	5,000	$1,548	3.3%	$305.74	+9.3%	Common Stock	11135F101
GEV	GE VERNOVA INC	400	$349	0.7%	$605.52	+21.7%	Common Stock	36828A101
ASPN	ASPEN AEROGELS INC	125,000	$428	0.9%	$21.84	-84.3%	Common Stock	04523Y105
SEDG	SOLAREDGE TECHNOLOGIES INC	3,000	$153	0.3%	$32.37	+7.4%	Common Stock	83417M104
FSLR	FIRST SOLAR INC	1,000	$197	0.4%	$68.51	+246.1%	Common Stock	336433107
BWXT	BWX TECHNOLOGIES INC	2,000	$409	0.9%	$160.55	+26.4%	Common Stock	05605H100
ON	ON SEMICONDUCTOR CORP	8,000	$495	1.1%	$69.58	-7.8%	Common Stock	682189105
COIN	COINBASE GLOBAL INC	1,000	$175	0.4%	$253.86	-21.0%	Common Stock	19260Q107
ACLS	AXCELIS TECHNOLOGIES INC	4,000	$372	0.8%	$124.85	-28.6%	Common Stock	054540208
CHGG	CHEGG INC	260,000	$193	0.4%	$4.21	-82.0%	Common Stock	163092109
ABBNY	ABB LTD	7,000	$563	1.2%	$73.97	—	Common Stock	000375204
SPWR	SUNPOWER INC	150,000	$191	0.4%	$1.70	-3.3%	Common Stock	20460L104
STM	STMICROELECTRONICS NV	5,000	$173	0.4%	$37.23	—	Common Stock	861012102
MPWR	MONOLITHIC POWER SYSTEMS INC	200	$219	0.5%	$808.07	+36.7%	Common Stock	609839105
HON	HONEYWELL INTERNATIONAL INC	580	$131	0.3%	$183.31	+23.3%	Common Stock	438516106
ENPH	ENPHASE ENERGY INC	3,000	$113	0.2%	$116.61	-64.6%	Common Stock	29355A107
SMR	NUSCALE POWER CORP	5,000	$54	0.1%	$39.85	-56.7%	Common Stock	67079K100
COUR	COURSERA INC	10,000	$58	0.1%	$29.61	-78.5%	Common Stock	22266M104
OESX	ORION ENERGY SYSTEMS INC	1,400	$12	0.0%	$6.98	+115.8%	Common Stock	686275207
ITRI	ITRON INC	2,000	$179	0.4%	$79.33	+24.5%	Common Stock	465741106
CHPT	CHARGEPOINT HOLDINGS INC	3,000	$15	0.0%	$11.45	-43.7%	Common Stock	15961R303
ARQ	ARQ INC	6,800	$17	0.0%	$6.09	-40.7%	Common Stock	00770C101
ACLLY	ACCELLERON INDUSTRIES AG	350	$31	0.1%	$83.88	—	Common Stock	00449R109
SOLS	SOLSTICE ADVANCED MATERIALS INC	145	$11	0.0%	$47.08	+38.5%	Common Stock	83443Q103
CARR	CARRIER GLOBAL CORP	1,000	$56	0.1%	$58.47	+2.0%	Common Stock	14448C104
ORA	ORMAT TECHNOLOGIES INC	2,000	$224	0.5%	$74.52	+61.7%	Common Stock	686688102
PHG	KONINKLIJKE PHILIPS NV	4,962	$136	0.3%	$24.94	—	Common Stock	500472303