Firsthand Capital Management, Inc.
SAN JOSE CA · SEC CIK 0001476179
$4,688.23万2026Q1 申报市值
47持仓数
64.1%前十大占比 · 第一大 14.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BE 加仓+$270.98万
ASM INTERNATIONA 新建仓+$188.47万
WOLF 加仓+$7.99万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$336.44万
NFLX 减仓-$48.08万
ROKU 减仓-$47.31万
UPST 清仓-$43.73万
ANET 减仓-$36.83万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $662.34万 | 14.13% | 70,000 | -5,000 | -6.7% | -$47.31万 | 减仓 |
| BE | BLOOM ENERGY CORP | $433.57万 | 9.25% | 32,000 | 20,000 | 166.7% | $270.98万 | 加仓 |
| RKLB | ROCKET LAB CORP | $385.32万 | 8.22% | 60,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $384.60万 | 8.20% | 40,000 | -5,000 | -11.1% | -$48.08万 | 减仓 |
| COHR | COHERENT CORP | $238.21万 | 5.08% | 10,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $190.16万 | 4.06% | 13,000 | -23,000 | -63.9% | -$336.44万 | 减仓 |
| — | ASM INTERNATIONAL NV | $188.47万 | 4.02% | 2,500 | 2,500 | — | $188.47万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $184.17万 | 3.93% | 15,000 | -3,000 | -16.7% | -$36.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $179.82万 | 3.84% | 25,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $160.32万 | 3.42% | 10,000 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $159.06万 | 3.39% | 60,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $154.75万 | 3.30% | 5,000 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $148.77万 | 3.17% | 30,000 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $127.04万 | 2.71% | 80,000 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $122.39万 | 2.61% | 5,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES INC | $115.29万 | 2.46% | 2,100 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS INC | $103.95万 | 2.22% | 15,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $87.84万 | 1.87% | 6,460 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $76.50万 | 1.63% | 250,000 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $70.14万 | 1.50% | 5,000 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD | $56.34万 | 1.20% | 7,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $49.54万 | 1.06% | 8,000 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $42.75万 | 0.91% | 125,000 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $40.90万 | 0.87% | 2,000 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $37.23万 | 0.79% | 4,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $34.92万 | 0.74% | 400 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $22.38万 | 0.48% | 2,000 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $21.87万 | 0.47% | 200 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $19.99万 | 0.43% | 12,248 | 4,898 | 66.6% | $7.99万 | 加仓 |
| FSLR | FIRST SOLAR INC | $19.73万 | 0.42% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $19.27万 | 0.41% | 260,000 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $19.05万 | 0.41% | 150,000 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $17.93万 | 0.38% | 2,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $17.46万 | 0.37% | 1,000 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS NV | $17.27万 | 0.37% | 5,000 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $15.31万 | 0.33% | 3,000 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS NV | $13.60万 | 0.29% | 4,962 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INC | $13.11万 | 0.28% | 580 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $11.34万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $5.82万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $5.63万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER CORP | $5.42万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDUSTRIES AG | $3.13万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $1.74万 | 0.04% | 6,800 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $1.46万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| — | ORION ENERGY SYSTEMS INC | $1.22万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $1.10万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HOLDINGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$43.73万 | 清仓 |