Portfolio (Quarterly) Guide ↗

Firsthand Capital Management, Inc.

· CIK 0001476179

13F Portfolio $47M AUM 47 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 2 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UPST	UPSTART HOLDINGS INC	Financial Services	10,000	$437K	0.81%	SOLD

Sector Allocation

Technology 40.5%

Communication Services 23.7%

Industrials 23.5%

Financial Services 5.6%

Utilities 4.8%

Energy 1.0%

Consumer Defensive 0.6%

Healthcare 0.3%

Basic Materials 0.0%