StockDriftsStockDriftsTop 47 Firsthand Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | 14.13% | 70.0K | $6.6M | -6.67%(-5.00K) | $67.24(+111.81%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 9.25% | 32.0K | $4.3M | +166.67%(+20.00K) | $76.21(+255.47%) | 2026-03-31 | |
| RKLB | ROCKET LAB CORP | 8.22% | 60.0K | $3.9M | +0.00%(+0) | $31.38(+220.15%) | 2026-03-31 | |
| NFLX | NETFLIX INC | 8.2% | 40.0K | $3.8M | -11.11%(-5.00K) | $44.63(+73.99%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.08% | 10.0K | $2.4M | +0.00%(+0) | $77.47(+330.31%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.06% | 13.0K | $1.9M | -63.89%(-23.00K) | $15.66(+725.41%) | 2026-03-31 | |
| ASMIY | ASM INTERNATIONAL NV | 4.02% | 2.5K | $1.9M | new | $678.65(+54.75%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 3.93% | 15.0K | $1.8M | -16.67%(-3.00K) | $98.11(+63.07%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 3.84% | 25.0K | $1.8M | +0.00%(+0) | $67.74(+9.88%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.42% | 10.0K | $1.6M | +0.00%(+0) | $141.34(+146.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.38% |
| Top 20 Holdings Unweighted | +9.43% | +31.04% |
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