# EDGAR Filing Document

**Accession Number:** 0001476179
**File Stem:** 0001398344-25-015930
**Filing Date:** 2025-8
**Character Count:** 8843
**Document Hash:** 3ad33b1b6c28860b995b987e83dc7226
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-015930.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001398344-25-015930

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250815

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Firsthand Capital Management, Inc.
- **CENTRAL INDEX KEY:** 0001476179

**ORGANIZATION NAME:**
- **EIN:** 270416642
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13609
- **FILM NUMBER:** 251223592

**BUSINESS ADDRESS:**
- **STREET 1:** 150 ALMADEN BLVD.
- **STREET 2:** SUITE 1250
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95113
- **BUSINESS PHONE:** 408-624-9530

**MAIL ADDRESS:**
- **STREET 1:** 150 ALMADEN BLVD.
- **STREET 2:** SUITE 1250
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95113

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SiVest Group, Inc.
- **DATE OF NAME CHANGE:** 20091104

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Firsthand Capital Management Inc.<br>**Address:** 150 ALMADEN BLVD.<br>SUITE 1250<br>SAN JOSE, CA 95113

**Form 13F File Number:** 028-13609

**CRD Number (if applicable):** 000150647

**SEC File Number (if applicable):** 801-70365

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin M. Landis<br>**Title:** President<br>**Phone:** 408-886-7096

**Signature, Place, and Date of Signing:**

/s/ Kevin M. Landis  San Jose, CA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $55557684

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PALANTIR TECHNOLOGIES INC | Common Stock | 69608A108 |  | 7497600 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| NETFLIX INC | Common Stock | 64110L106 |  | 6695650 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ROKU INC | Common Stock | 77543R102 |  | 6591750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| DOMO INC | Common Stock | 257554105 |  | 3213100 | 230000 | SH |  | SOLE |  | 230000 | 0 | 0 |
| DOCUSIGN INC | Common Stock | 256163106 |  | 2336700 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 |  | 2332500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| PALO ALTO NETWORKS INC | Common Stock | 697435105 |  | 2046400 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ARISTA NETWORKS INC | Common Stock | 040413205 |  | 1841580 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| ROCKET LAB CORP | Common Stock | 773121108 |  | 1788500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| TOAST INC | Common Stock | 888787108 |  | 1771600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| OKLO INC | Common Stock | 02156V109 |  | 1679700 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| WORKDAY INC | Common Stock | 98138H101 |  | 1634710 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| MONDAY.COM LTD | Common Stock | M7S64H106 |  | 1572400 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ZSCALER INC | Common Stock | 98980G102 |  | 1569700 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| MONGODB INC | Common Stock | 60937P106 |  | 1049950 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ROBINHOOD MARKETS INC | Common Stock | 770700102 |  | 1029930 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| OKTA INC | Common Stock | 679295105 |  | 999700 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| SOFI TECHNOLOGIES INC | Common Stock | 83406F102 |  | 910500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| COHERENT CORP | Common Stock | 19247G107 |  | 892100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| QUANTA SERVICES INC | Common Stock | 74762E102 |  | 793968 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| PAYPAL HOLDINGS INC | Common Stock | 70450Y103 |  | 743200 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ASPEN AEROGELS INC | Common Stock | 04523Y105 |  | 740000 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| TESLA INC | Common Stock | 88160R101 |  | 635320 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ON SEMICONDUCTOR CORP | Common Stock | 682189105 |  | 419280 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| ABB LTD | Common Stock | 000357204 |  | 417690 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| BLOOM ENERGY CORP | Common Stock | 093712107 |  | 358800 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| FASTLY INC | Common Stock | 31188V100 |  | 353000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| COINBASE GLOBAL INC | Common Stock | 19260Q107 |  | 350490 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| CORNING INC | Common Stock | 219350105 |  | 339731 | 6460 | SH |  | SOLE |  | 6460 | 0 | 0 |
| FIRST SOLAR INC | Common Stock | 336433107 |  | 331080 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| CHEGG INC | Common Stock | 163092109 |  | 314600 | 260000 | SH |  | SOLE |  | 260000 | 0 | 0 |
| ENOVIX CORP | Common Stock | 293594107 |  | 310200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| AXCELIS TECHNOLOGIES INC | Common Stock | 054540208 |  | 278760 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ITRON INC | Common Stock | 465741106 |  | 263260 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| COMPLETE SOLARIA INC | Common Stock | 20460L104 |  | 184000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ORMAT TECHNOLOGIES INC | Common Stock | 686688102 |  | 167520 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| STMICROELECTRONICS NV | Common Stock | 861012102 |  | 152050 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| HONEYWELL INTERNATIONAL INC | Common Stock | 438516106 |  | 135070 | 580 | SH |  | SOLE |  | 580 | 0 | 0 |
| KONINKLIJKE PHILIPS NV | Common Stock | 500472303 |  | 118989 | 4962 | SH |  | SOLE |  | 4962 | 0 | 0 |
| ENPHASE ENERGY INC | Common Stock | 29355A107 |  | 118950 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| SUNRUN INC | Common Stock | 86771W105 |  | 107300 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| POWER INTEGRATIONS INC | Common Stock | 739276103 |  | 89328 | 1598 | SH |  | SOLE |  | 1598 | 0 | 0 |
| COURSERA INC | Common Stock | 22266M104 |  | 87600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CARRIER GLOBAL CORP | Common Stock | 14448C104 |  | 73190 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| WOLFSPEED INC | Common Stock | 977852102 |  | 71784 | 180000 | SH |  | SOLE |  | 180000 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | Common Stock | 83417M104 |  | 61200 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| CHARGEPOINT HOLDINGS INC | Common Stock | 15961R105 |  | 42198 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| ARQ INC | Common Stock | 00770C101 |  | 36516 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| ORION ENERGY SYSTEMS INC | Common Stock | 686275108 |  | 8540 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |

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