Sign In
test

Kevin M. Landis

Firsthand Capital Management, Inc.

Assets Managed
$46.882M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-12.96%(2Q avg: -11.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Firsthand Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Firsthand Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 46.882M in assets, with a quarterly growth rate of -12.96% and a 2-quarter average growth rate of -11.27%. The portfolio is managed by Kevin M. Landis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ROKU
Roku Inc
Recent Activity
Decreased -6.66%
14.13%
$6.623M
70,000 shares@ $94.62 avg price
BE
Bloom Energy Corp- A
Recent Activity
Increased 166.67%
9.25%
$4.336M
32,000 shares@ $135.49 avg price
RKLB
Rocket Lab Corp
Recent Activity
8.22%
$3.853M
60,000 shares@ $64.22 avg price
NFLX
Netflix Inc
Recent Activity
Decreased -11.11%
8.21%
$3.846M
40,000 shares@ $96.15 avg price
COHR
Coherent Corp
Recent Activity
5.09%
$2.382M
10,000 shares@ $238.21 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -63.88%
4.06%
$1.902M
13,000 shares@ $146.28 avg price
ASMIY
Asm International-ny Reg Shs
Recent Activity
New Position
4.03%
$1.885M
2,500 shares@ $753.88 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -16.66%
3.93%
$1.842M
15,000 shares@ $122.78 avg price
UBER
Uber Technologies Inc
Recent Activity
3.84%
$1.798M
25,000 shares@ $71.93 avg price
PANW
Palo Alto Networks Inc
Recent Activity
3.42%
$1.603M
10,000 shares@ $160.32 avg price

1-10 of 47