Firsthand Capital Management, Inc. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RKLB	ROCKET LAB CORP	60,000 (-14.3%)	$4,186 (+24.8%)	7.8%	$30.44	+88.3%	Common Stock	773121108
BE	BLOOM ENERGY CORP	12,000 (-20.0%)	$1,043 (-17.8%)	1.9%	$19.64	+434.9%	Common Stock	093712107
FSLR	FIRST SOLAR INC	1,000 (-50.0%)	$261 (-40.8%)	0.5%	$68.51	+268.1%	Common Stock	336433107

Unchanged Positions (41)

DOMO DOMO INC 3.9%

Value ($000) $2,108 Shares 250,000 Est. Cost $20.90 Unrealized -43.7%

OKLO OKLO INC 4.0%

Value ($000) $2,153 Shares 30,000 Est. Cost $32.17 Unrealized +246.6%

COHR COHERENT CORP 3.4%

Value ($000) $1,846 Shares 10,000 Est. Cost $71.97 Unrealized +107.8%

ROKU ROKU INC 15.1%

Value ($000) $8,137 Shares 75,000 Est. Cost $64.05 Unrealized +58.5%

MDB MONGODB INC 3.9%

Value ($000) $2,098 Shares 5,000 Est. Cost $265.29 Unrealized +37.1%

ASPN ASPEN AEROGELS INC 0.7%

Value ($000) $354 Shares 125,000 Est. Cost $21.84 Unrealized -76.4%

HOOD ROBINHOOD MARKETS INC 3.1%

Value ($000) $1,697 Shares 15,000 Est. Cost $62.93 Unrealized +106.7%

UBER UBER TECHNOLOGIES INC 3.8%

Value ($000) $2,043 Shares 25,000 Est. Cost $71.41 Unrealized +26.1%

ZS ZSCALER INC 2.1%

Value ($000) $1,125 Shares 5,000 Est. Cost $139.24 Unrealized +102.7%

ANET ARISTA NETWORKS INC 4.4%

Value ($000) $2,359 Shares 18,000 Est. Cost $101.39 Unrealized +35.8%

PANW PALO ALTO NETWORKS INC 3.4%

Value ($000) $1,842 Shares 10,000 Est. Cost $164.86 Unrealized +22.4%

PLTR PALANTIR TECHNOLOGIES INC 11.9%

Value ($000) $6,399 Shares 36,000 Est. Cost $30.69 Unrealized +489.9%

CHGG CHEGG INC 0.4%

Value ($000) $242 Shares 260,000 Est. Cost $4.21 Unrealized -74.1%

COIN COINBASE GLOBAL INC 0.4%

Value ($000) $226 Shares 1,000 Est. Cost $253.86 Unrealized +17.4%

SMR NUSCALE POWER CORP 0.1%

Value ($000) $71 Shares 5,000 Est. Cost $39.85 Unrealized -28.2%

WOLF WOLFSPEED INC 0.2%

Value ($000) $128 Shares 7,350 Est. Cost $25.35 Unrealized -9.5%

AVGO BROADCOM INC 3.2%

Value ($000) $1,731 Shares 5,000 Est. Cost $305.74 Unrealized +16.8%

UPST UPSTART HOLDINGS INC 0.8%

Value ($000) $437 Shares 10,000 Est. Cost $70.35 Unrealized -34.5%

ACLS AXCELIS TECHNOLOGIES INC 0.6%

Value ($000) $321 Shares 4,000 Est. Cost $124.85 Unrealized -32.9%

ITRI ITRON INC 0.3%

Value ($000) $186 Shares 2,000 Est. Cost $79.33 Unrealized +37.3%

TOST TOAST INC 4.0%

Value ($000) $2,131 Shares 60,000 Est. Cost $39.43 Unrealized -8.6%

COUR COURSERA INC 0.1%

Value ($000) $74 Shares 10,000 Est. Cost $29.61 Unrealized -70.6%

ON ON SEMICONDUCTOR CORP 0.8%

Value ($000) $433 Shares 8,000 Est. Cost $69.58 Unrealized -26.3%

GLW CORNING INC 1.1%

Value ($000) $566 Shares 6,460 Est. Cost $33.04 Unrealized +160.2%

SPWR COMPLETE SOLARIA INC 0.4%

Value ($000) $236 Shares 150,000 Est. Cost $1.70 Unrealized +1.1%

ORA ORMAT TECHNOLOGIES INC 0.4%

Value ($000) $221 Shares 2,000 Est. Cost $74.52 Unrealized +46.7%

ARQ ARQ INC 0.0%

Value ($000) $22 Shares 6,800 Est. Cost $6.09 Unrealized -19.8%

SEDG SOLAREDGE TECHNOLOGIES INC 0.2%

Value ($000) $87 Shares 3,000 Est. Cost $32.37 Unrealized +7.7%

BWXT BWX TECHNOLOGIES INC 0.6%

Value ($000) $346 Shares 2,000 Est. Cost $160.55 Unrealized +16.7%

SOFI SOFI TECHNOLOGIES INC 3.9%

Value ($000) $2,094 Shares 80,000 Est. Cost $17.14 Unrealized +62.6%

PWR QUANTA SERVICES INC 1.6%

Value ($000) $886 Shares 2,100 Est. Cost $169.12 Unrealized +159.7%

GEV GE VERNOVA INC 0.5%

Value ($000) $261 Shares 400 Est. Cost $605.52 Unrealized +0.6%

CHPT CHARGEPOINT HOLDINGS INC 0.0%

Value ($000) $20 Shares 3,000 Est. Cost $11.45 Unrealized -17.4%

STM STMICROELECTRONICS NV 0.2%

Value ($000) $130 Shares 5,000 Est. Cost $37.23 Unrealized —

ENPH ENPHASE ENERGY INC 0.2%

Value ($000) $96 Shares 3,000 Est. Cost $116.61 Unrealized -72.2%

OESX ORION ENERGY SYSTEMS INC 0.0%

Value ($000) $22 Shares 1,400 Est. Cost $6.98 Unrealized +83.1%

HON HONEYWELL INTERNATIONAL INC 0.2%

Value ($000) $113 Shares 580 Est. Cost $183.31 Unrealized +6.4%

CARR CARRIER GLOBAL CORP 0.1%

Value ($000) $53 Shares 1,000 Est. Cost $58.47 Unrealized -5.0%

MPWR MONOLITHIC POWER SYSTEMS INC 0.3%

Value ($000) $181 Shares 200 Est. Cost $808.07 Unrealized +18.9%

ACLLY ACCELLERON INDUSTRIES AG 0.1%

Value ($000) $27 Shares 350 Est. Cost $83.88 Unrealized —

PHG KONINKLIJKE PHILIPS NV 0.2%

Value ($000) $134 Shares 4,962 Est. Cost $24.94 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DOMO	DOMO INC	250,000	$2,108	3.9%	$20.90	-43.7%	Common Stock	257554105
OKLO	OKLO INC	30,000	$2,153	4.0%	$32.17	+246.6%	Common Stock	02156V109
COHR	COHERENT CORP	10,000	$1,846	3.4%	$71.97	+107.8%	Common Stock	19247G107
ROKU	ROKU INC	75,000	$8,137	15.1%	$64.05	+58.5%	Common Stock	77543R102
MDB	MONGODB INC	5,000	$2,098	3.9%	$265.29	+37.1%	Common Stock	60937P106
ASPN	ASPEN AEROGELS INC	125,000	$354	0.7%	$21.84	-76.4%	Common Stock	04523Y105
HOOD	ROBINHOOD MARKETS INC	15,000	$1,697	3.1%	$62.93	+106.7%	Common Stock	770700102
UBER	UBER TECHNOLOGIES INC	25,000	$2,043	3.8%	$71.41	+26.1%	Common Stock	90353T100
ZS	ZSCALER INC	5,000	$1,125	2.1%	$139.24	+102.7%	Common Stock	98980G102
ANET	ARISTA NETWORKS INC	18,000	$2,359	4.4%	$101.39	+35.8%	Common Stock	040413205
PANW	PALO ALTO NETWORKS INC	10,000	$1,842	3.4%	$164.86	+22.4%	Common Stock	697435105
PLTR	PALANTIR TECHNOLOGIES INC	36,000	$6,399	11.9%	$30.69	+489.9%	Common Stock	69608A108
CHGG	CHEGG INC	260,000	$242	0.4%	$4.21	-74.1%	Common Stock	163092109
COIN	COINBASE GLOBAL INC	1,000	$226	0.4%	$253.86	+17.4%	Common Stock	19260Q107
SMR	NUSCALE POWER CORP	5,000	$71	0.1%	$39.85	-28.2%	Common Stock	67079K100
WOLF	WOLFSPEED INC	7,350	$128	0.2%	$25.35	-9.5%	Common Stock	97785W106
AVGO	BROADCOM INC	5,000	$1,731	3.2%	$305.74	+16.8%	Common Stock	11135F101
UPST	UPSTART HOLDINGS INC	10,000	$437	0.8%	$70.35	-34.5%	Common Stock	91680M107
ACLS	AXCELIS TECHNOLOGIES INC	4,000	$321	0.6%	$124.85	-32.9%	Common Stock	054540208
ITRI	ITRON INC	2,000	$186	0.3%	$79.33	+37.3%	Common Stock	465741106
TOST	TOAST INC	60,000	$2,131	4.0%	$39.43	-8.6%	Common Stock	888787108
COUR	COURSERA INC	10,000	$74	0.1%	$29.61	-70.6%	Common Stock	22266M104
ON	ON SEMICONDUCTOR CORP	8,000	$433	0.8%	$69.58	-26.3%	Common Stock	682189105
GLW	CORNING INC	6,460	$566	1.1%	$33.04	+160.2%	Common Stock	219350105
SPWR	COMPLETE SOLARIA INC	150,000	$236	0.4%	$1.70	+1.1%	Common Stock	20460L104
ORA	ORMAT TECHNOLOGIES INC	2,000	$221	0.4%	$74.52	+46.7%	Common Stock	686688102
ARQ	ARQ INC	6,800	$22	0.0%	$6.09	-19.8%	Common Stock	00770C101
SEDG	SOLAREDGE TECHNOLOGIES INC	3,000	$87	0.2%	$32.37	+7.7%	Common Stock	83417M104
BWXT	BWX TECHNOLOGIES INC	2,000	$346	0.6%	$160.55	+16.7%	Common Stock	05605H100
SOFI	SOFI TECHNOLOGIES INC	80,000	$2,094	3.9%	$17.14	+62.6%	Common Stock	83406F102
PWR	QUANTA SERVICES INC	2,100	$886	1.6%	$169.12	+159.7%	Common Stock	74762E102
GEV	GE VERNOVA INC	400	$261	0.5%	$605.52	+0.6%	Common Stock	36828A101
CHPT	CHARGEPOINT HOLDINGS INC	3,000	$20	0.0%	$11.45	-17.4%	Common Stock	15961R303
STM	STMICROELECTRONICS NV	5,000	$130	0.2%	$37.23	—	Common Stock	861012102
ENPH	ENPHASE ENERGY INC	3,000	$96	0.2%	$116.61	-72.2%	Common Stock	29355A107
OESX	ORION ENERGY SYSTEMS INC	1,400	$22	0.0%	$6.98	+83.1%	Common Stock	686275207
HON	HONEYWELL INTERNATIONAL INC	580	$113	0.2%	$183.31	+6.4%	Common Stock	438516106
CARR	CARRIER GLOBAL CORP	1,000	$53	0.1%	$58.47	-5.0%	Common Stock	14448C104
MPWR	MONOLITHIC POWER SYSTEMS INC	200	$181	0.3%	$808.07	+18.9%	Common Stock	609839105
ACLLY	ACCELLERON INDUSTRIES AG	350	$27	0.1%	$83.88	—	Common Stock	00449R109
PHG	KONINKLIJKE PHILIPS NV	4,962	$134	0.2%	$24.94	—	Common Stock	500472303