Long-term investor
Firsthand Capital Management, Inc. @firsthandcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001476179).
Record
- Tracked since 2025-06-30 (446 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ROKU · 13.2% · long · since 2025-06-30
- BE · 12.1% · long · since 2025-06-30
- RKLB · 9.7% · long · since 2025-06-30
- COHR · 6.3% · long · since 2025-06-30
- OKLO · 5.0% · long · since 2025-06-30
- VSAT · 4.3% · long · since 2026-06-30
- N07045102 · 3.7% · long · since 2026-03-31
- AVGO · 3.0% · long · since 2025-09-30
- GLW · 2.6% · long · since 2025-06-30
- PLTR · 2.4% · long · since 2025-06-30
- PWR · 2.4% · long · since 2025-06-30
- 770700102 · 2.4% · long · since 2025-06-30