Firsthand Capital Management, Inc. 13F 持仓 · 2026年Q2
Firsthand Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 6,256.24 万美元。前几大持仓：ROKU（13.25%）、BE（12.10%）、RKLB（9.75%）。本季前 25 大持仓中：新建仓 6 只、增持 1 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ROKU | ROKU INC | $8.3M | 13.25% | 60,000 | 减持 |
| 2 | BE | BLOOM ENERGY CORP | $7.6M | 12.10% | 25,000 | 减持 |
| 3 | RKLB | ROCKET LAB CORP | $6.1M | 9.75% | 60,000 | 持平 |
| 4 | COHR | COHERENT CORP | $3.9M | 6.31% | 10,000 | 持平 |
| 5 | OKLO | OKLO INC | $3.1M | 5.02% | 60,000 | 增持 |
| 6 | VSAT | VIASAT INC | $2.7M | 4.31% | 30,000 | 新建仓 |
| 7 | ASMIY | ASM INTERNATIONAL NV | $2.3M | 3.67% | 2,000 | 减持 |
| 8 | AVGO | BROADCOM INC | $1.9M | 3.02% | 5,000 | 持平 |
| 9 | GLW | CORNING INC | $1.7M | 2.64% | 6,460 | 持平 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $1.5M | 2.42% | 13,000 | 持平 |
| 11 | PWR | QUANTA SERVICES INC | $1.5M | 2.42% | 2,100 | 持平 |
| 12 | HOOD | ROBINHOOD MARKETS INC | $1.5M | 2.40% | 15,000 | 持平 |
| 13 | FLY | FIREFLY AEROSPACE INC | $1.5M | 2.35% | 50,000 | 新建仓 |
| 14 | SOFI | SOFI TECHNOLOGIES INC | $1.4M | 2.29% | 80,000 | 持平 |
| 15 | NFLX | NETFLIX INC | $1.4M | 2.28% | 20,000 | 减持 |
| 16 | VOYG | VOYAGER TECHNOLOGIES INC | $1.3M | 2.06% | 40,000 | 新建仓 |
| 17 | RDW | REDWIRE CORP | $1.2M | 1.95% | 100,000 | 新建仓 |
| 18 | ANET | ARISTA NETWORKS INC | $849,400 | 1.36% | 5,000 | 减持 |
| 19 | TOST | TOAST INC | $834,600 | 1.33% | 30,000 | 减持 |
| 20 | PL | PLANET LABS PBC | $828,250 | 1.32% | 25,000 | 新建仓 |
| 21 | ASPN | ASPEN AEROGELS INC | $792,500 | 1.27% | 125,000 | 持平 |
| 22 | DOMO | DOMO INC | $782,500 | 1.25% | 250,000 | 持平 |
| 23 | ABBNY | ABB LTD | $760,900 | 1.22% | 7,000 | 持平 |
| 24 | ACLS | AXCELIS TECHNOLOGIES INC | $757,800 | 1.21% | 4,000 | 持平 |
| 25 | LUNR | INTUITIVE MACHINES INC | $641,700 | 1.03% | 30,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR