Portfolio (Quarterly) Guide ↗

Firsthand Capital Management, Inc.

· CIK 0001476179

13F Portfolio $63M AUM 54 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 4 Added 8 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PANW	PALO ALTO NETWORKS INC	Technology	10,000	$1.6M	3.42%	SOLD
2	MDB	MONGODB INC	Technology	5,000	$1.2M	2.61%	SOLD
3	ZS	ZSCALER INC	Technology	5,000	$701K	1.50%	SOLD
4	HON	HONEYWELL INTERNATIONAL INC	Industrials	580	$131K	0.28%	SOLD

Sector Allocation

Industrials 37.2%

Technology 30.3%

Communication Services 16.5%

Utilities 6.6%

Financial Services 5.2%

Energy 3.3%

Consumer Defensive 0.5%

Healthcare 0.2%

Basic Materials 0.0%