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Firsthand Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Firsthand Capital Management, Inc.
报告期 2026-03-31 · CIK 0001476179
持仓数
47
前50大市值合计
$46.9M
报告期
2026-03-31
当前持仓
调仓
前 47 大持仓
标的
类型
市值
股数
占比*
ROKU
ROKU INC
Common Stock
$6.6M
70,000
14.1%
BE
BLOOM ENERGY CORP
Common Stock
$4.3M
32,000
9.2%
RKLB
ROCKET LAB CORP
Common Stock
$3.9M
60,000
8.2%
NFLX
NETFLIX INC
Common Stock
$3.8M
40,000
8.2%
COHR
COHERENT CORP
Common Stock
$2.4M
10,000
5.1%
PLTR
PALANTIR TECHNOLOGIES INC
Common Stock
$1.9M
13,000
4.1%
—
ASM INTERNATIONAL NV
Common Stock
$1.9M
2,500
4.0%
ANET
ARISTA NETWORKS INC
Common Stock
$1.8M
15,000
3.9%
UBER
UBER TECHNOLOGIES INC
Common Stock
$1.8M
25,000
3.8%
PANW
PALO ALTO NETWORKS INC
Common Stock
$1.6M
10,000
3.4%
TOST
TOAST INC
Common Stock
$1.6M
60,000
3.4%
AVGO
BROADCOM INC
Common Stock
$1.5M
5,000
3.3%
OKLO
OKLO INC
Common Stock
$1.5M
30,000
3.2%
SOFI
SOFI TECHNOLOGIES INC
Common Stock
$1.3M
80,000
2.7%
MDB
MONGODB INC
Common Stock
$1.2M
5,000
2.6%
PWR
QUANTA SERVICES INC
Common Stock
$1.2M
2,100
2.5%
HOOD
ROBINHOOD MARKETS INC
Common Stock
$1.0M
15,000
2.2%
GLW
CORNING INC
Common Stock
$878.4K
6,460
1.9%
DOMO
DOMO INC
Common Stock
$765.0K
250,000
1.6%
ZS
ZSCALER INC
Common Stock
$701.5K
5,000
1.5%
ABBNY
ABB LTD
Common Stock
$563.4K
7,000
1.2%
ON
ON SEMICONDUCTOR CORP
Common Stock
$495.4K
8,000
1.1%
ASPN
ASPEN AEROGELS INC
Common Stock
$427.5K
125,000
0.9%
BWXT
BWX TECHNOLOGIES INC
Common Stock
$409.0K
2,000
0.9%
ACLS
AXCELIS TECHNOLOGIES INC
Common Stock
$372.3K
4,000
0.8%
GEV
GE VERNOVA INC
Common Stock
$349.2K
400
0.7%
ORA
ORMAT TECHNOLOGIES INC
Common Stock
$223.8K
2,000
0.5%
MPWR
MONOLITHIC POWER SYSTEMS INC
Common Stock
$218.7K
200
0.5%
WOLF
WOLFSPEED INC
Common Stock
$199.9K
12,248
0.4%
FSLR
FIRST SOLAR INC
Common Stock
$197.3K
1,000
0.4%
CHGG
CHEGG INC
Common Stock
$192.7K
260,000
0.4%
SPWR
SUNPOWER INC
Common Stock
$190.5K
150,000
0.4%
ITRI
ITRON INC
Common Stock
$179.3K
2,000
0.4%
COIN
COINBASE GLOBAL INC
Common Stock
$174.6K
1,000
0.4%
STM
STMICROELECTRONICS NV
Common Stock
$172.8K
5,000
0.4%
SEDG
SOLAREDGE TECHNOLOGIES INC
Common Stock
$153.2K
3,000
0.3%
PHG
KONINKLIJKE PHILIPS NV
Common Stock
$136.0K
4,962
0.3%
HON
HONEYWELL INTERNATIONAL INC
Common Stock
$131.1K
580
0.3%
ENPH
ENPHASE ENERGY INC
Common Stock
$113.4K
3,000
0.2%
COUR
COURSERA INC
Common Stock
$58.2K
10,000
0.1%
CARR
CARRIER GLOBAL CORP
Common Stock
$56.3K
1,000
0.1%
SMR
NUSCALE POWER CORP
Common Stock
$54.2K
5,000
0.1%
ACLLY
ACCELLERON INDUSTRIES AG
Common Stock
$31.3K
350
0.1%
ARQ
ARQ INC
Common Stock
$17.4K
6,800
0.0%
CHPT
CHARGEPOINT HOLDINGS INC
Common Stock
$14.6K
3,000
0.0%
OESX
ORION ENERGY SYSTEMS INC
Common Stock
$12.2K
1,400
0.0%
SOLS
SOLSTICE ADVANCED MATERIALS INC
Common Stock
$11.0K
145
0.0%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
49%
前 6 大占比
ROKU
14.1%
BE
9.2%
RKLB
8.2%
NFLX
8.2%
COHR
5.1%
PLTR
4.1%
其他
51.1%
