13F Filings History of Firsthand Capital Management, Inc.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$53,865,687
Signature - Title
Kevin M. Landis - President
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by Firsthand Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Firsthand Capital Management, Inc. reported 47 stock holdings with total value $53,865,687 as of Q4 2025. Top holdings included ROKU, PLTR, NFLX, RKLB, and ANET.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $53,865,687 +$4,322,149 -$2,506,390 +$1,815,759 ROKU, PLTR, NFLX, RKLB, ANET 13F-HR 13 Feb 2026, 12:58
Q3 2025 47 $59,571,783 +$7,662,645 -$12,969,820 -$5,307,175 ROKU, PLTR, NFLX, DOMO, RKLB 13F-HR 14 Nov 2025, 15:51
Q2 2025 49 $55,557,684 +$5,067,240 -$3,423,081 +$1,644,159 PLTR, NFLX, ROKU, DOMO, DOCU 13F-HR 15 Aug 2025, 12:42
Q1 2025 47 $41,074,502 +$3,363,740 -$7,409,610 -$4,045,870 PLTR, ROKU, NFLX, DOCU, UBER 13F-HR 15 May 2025, 14:57
Q4 2024 48 $48,057,081 +$5,199,200 -$9,104,956 -$3,905,756 PLTR, ROKU, NFLX, DOCU, KTOS 13F-HR 14 Feb 2025, 16:03
Q3 2024 45 $50,681,533 +$6,432,833 -$9,658,724 -$3,225,891 ROKU, KTOS, NFLX, ZS, PLTR 13F-HR 14 Nov 2024, 17:02
Q2 2024 48 $16,515,006 $0 $0 $0 POWI, WOLF, BILL, PHG, DOMO 13F-HR 15 Aug 2024, 15:13
Q1 2024 52 $61,377,364 +$7,326,792 -$5,963,322 +$1,363,470 WOLF, ROKU, KTOS, ZS, DOCU 13F-HR 15 May 2024, 15:25
Q4 2023 52 $54,695,974 $0 $0 $0 WOLF, KTOS, ZS, DOCU, CHGG 13F-HR 14 Feb 2024, 15:11
Q3 2023 46 $69,029,325 +$4,003,000 -$9,877,619 -$5,874,619 WOLF, ROKU, KTOS, PANW, BILL 13F-HR 14 Nov 2023, 14:32
Q2 2023 56 $83,295,810 +$1,439,416 -$8,294,250 -$6,854,834 ROKU, WOLF, NET, KTOS, PANW 13F-HR 14 Aug 2023, 16:57
Q1 2023 46 $92,093,261 +$1,552,622 -$4,143,220 -$2,590,598 ROKU, WOLF, NET, ENPH, SEDG 13F-HR 18 May 2023, 17:28
Q4 2022 43 $85,689,245 +$1,364,725 -$12,951,370 -$11,586,645 WOLF, ROKU, ENPH, CHGG, SEDG 13F-HR 13 Feb 2023, 17:47
Q3 2022 42 $109,766,000 +$1,694,398 -$8,550,667 -$6,856,269 WOLF, ROKU, ENPH, SEDG, CHGG 13F-HR 14 Nov 2022, 14:50
Q2 2022 46 $115,763,000 +$3,029,530 -$6,429,556 -$3,400,026 ROKU, WOLF, ENPH, SEDG, DOMO 13F-HR 15 Aug 2022, 15:30
Q1 2022 47 $192,409,000 +$4,049,667 -$35,299,231 -$31,249,564 ROKU, WOLF, NET, DOMO, BILL 13F-HR 12 May 2022, 18:28
Q4 2021 51 $262,116,000 +$23,503,000 -$46,448,100 -$22,945,100 ROKU, WOLF, ZS, NET, BILL 13F-HR 14 Feb 2022, 20:43
Q3 2021 55 $335,031,000 +$12,389,423 -$23,376,030 -$10,986,607 ROKU, ZS, CHGG, DOMO, CREE 13F-HR 12 Nov 2021, 17:24
Q2 2021 57 $398,486,000 +$2,003,000 -$28,455,509 -$26,452,509 ROKU, CHGG, DOCU, ZS, CREE 13F-HR 13 Aug 2021, 15:14
Q1 2021 61 $356,972,000 +$26,744,550 -$17,388,167 +$9,356,383 ROKU, CHGG, CREE, PINS, ZS 13F-HR 12 May 2021, 15:45
Q4 2020 55 $367,493,000 +$16,347,017 -$9,909,318 +$6,437,699 ROKU, CHGG, CREE, ZS, PINS 13F-HR 12 Feb 2021, 18:03
Q3 2020 51 $251,793,000 +$4,169,925 -$13,557,000 -$9,387,075 ROKU, CHGG, ZS, CREE, PINS 13F-HR 10 Nov 2020, 13:41
Q2 2020 48 $218,633,000 +$52,870,531 -$24,452,456 +$28,418,075 ROKU, CHGG, CREE, ZS, NTNX 13F-HR 12 Aug 2020, 15:44
Q1 2020 45 $121,934,000 +$6,100,000 -$110,541,418 -$104,441,418 ROKU, CHGG, TWLO, CREE, NTNX 13F-HR 15 May 2020, 14:08
Q4 2019 53 $256,656,000 +$204,000 -$20,132,042 -$19,928,042 ROKU, ANET, NTNX, TWLO, CHGG 13F-HR 12 Feb 2020, 17:03
Q3 2019 54 $247,587,000 +$21,812,193 -$16,834,167 +$4,978,026 ROKU, ANET, TWLO, MSFT, NTNX 13F-HR 07 Nov 2019, 16:30
Q2 2019 48 $259,573,000 +$28,288,917 -$27,047,886 +$1,241,031 ROKU, TWLO, ANET, MSFT, NFLX 13F-HR 14 Aug 2019, 13:30
Q1 2019 46 $267,817,000 +$63,230,572 -$17,242,596 +$45,987,976 ANET, PHUN, TWLO, ROKU, META 13F-HR 14 May 2019, 11:34
Q4 2018 48 $158,549,000 +$15,605,107 -$22,255,936 -$6,650,829 ANET, TWLO, ROKU, NTNX, NFLX 13F-HR 14 Feb 2019, 15:45
Q3 2018 50 $212,146,000 +$6,064,200 -$25,768,140 -$19,703,940 ROKU, ANET, NTNX, NFLX, TWLO 13F-HR 14 Nov 2018, 13:31
Q2 2018 50 $213,212,000 +$25,251,570 -$11,885,046 +$13,366,524 NTNX, ROKU, ANET, NFLX, META 13F-HR 14 Aug 2018, 16:35
Q1 2018 52 $178,805,000 +$31,953,479 -$2,171,377 +$29,782,102 NTNX, ANET, ROKU, NFLX, AMZN 13F-HR 14 May 2018, 12:50
Q4 2017 45 $135,788,000 +$8,684,929 -$6,974,580 +$1,710,349 NTNX, ANET, ROKU, META, NFLX 13F-HR 12 Feb 2018, 17:27
Q3 2017 48 $112,629,000 +$9,624,012 -$6,622,606 +$3,001,406 NTNX, ANET, META, BABA, ROKU 13F-HR 14 Nov 2017, 11:25
Q2 2017 46 $99,123,000 +$8,874,226 -$9,892,772 -$1,018,546 NTNX, ANET, META, BABA, NFLX 13F-HR 14 Aug 2017, 13:06
Q1 2017 42 $92,563,000 +$820,579 -$8,553,844 -$7,733,265 ANET, NTNX, META, INVN, NFLX 13F-HR 11 May 2017, 17:45
Q4 2016 45 $92,592,000 +$8,472,981 -$19,239,473 -$10,766,492 NTNX, ANET, META, INVN, NFLX 13F-HR 14 Feb 2017, 15:51
Q3 2016 50 $108,834,000 +$23,469,000 -$19,732,963 +$3,736,037 NTNX, META, ANET, INVN, GOOG 13F-HR 14 Nov 2016, 12:30
Q2 2016 50 $91,061,000 +$9,517,177 -$32,888,754 -$23,371,577 META, INVN, BIL, ANET, SHV 13F-HR 15 Aug 2016, 16:41
Q1 2016 53 $115,993,000 +$19,547,000 -$22,285,185 -$2,738,185 MTSN, SHV, META, INVN, MINT 13F-HR 13 May 2016, 16:06
Q4 2015 53 $129,618,000 +$1,601,950 -$8,965,085 -$7,363,135 MTSN, RUN, INVN, META, AAPL 13F-HR 16 Feb 2016, 12:14
Q3 2015 52 $125,078,000 +$13,755,714 -$18,692,333 -$4,936,619 MTSN, INVN, RUN, AAPL, EQIX 13F-HR 10 Nov 2015, 17:39
Q2 2015 55 $158,512,000 +$19,892,235 -$22,736,507 -$2,844,272 MTSN, INVN, QCOM, TWTR, AAPL 13F-HR 11 Aug 2015, 17:07
Q1 2015 56 $158,531,000 +$7,453,125 -$28,871,082 -$21,417,957 MTSN, QCOM, LRCX, INVN, AAPL 13F-HR 28 May 2015, 13:59
Q4 2014 55 $170,309,000 +$50,670,799 -$42,884,857 +$7,785,942 LRCX, QCOM, MTSN, NFLX, AAPL 13F-HR 17 Feb 2015, 14:07
Q3 2014 57 $175,001,000 +$2,565,000 -$56,386,380 -$53,821,380 TWTR, MTSN, AAPL, AMZN, META 13F-HR 12 Nov 2014, 17:21
Q2 2014 57 $213,821,000 +$27,646,492 -$17,909,610 +$9,736,882 META, TWTR, GTATQ, AAPL, MTSN 13F-HR 14 Aug 2014, 13:55
Q1 2014 53 $215,474,000 +$19,556,202 -$447,000 +$19,109,202 TWTR, META, AAPL, GTATQ, AMZN 13F-HR 14 May 2014, 17:49
Q4 2013 53 $202,006,000 $0 $0 $0 TWTR, META, AAPL, AMZN, GOOGL 13F-HR 13 Feb 2014, 12:16