Firsthand Technology Opportunities Fund
Registrant
Firsthand Funds
Class ticker
TEFQX
Net Assets
$51,453,970
Holdings
26
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 26
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Portfolio coverage: 26 of
30 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| ROKU INC | ROKU | 60,000 | $8,288,400 | 16.11% | Long | EC | |
| ROCKET LAB CORP | RKLB | 60,000 | $6,099,000 | 11.85% | Long | EC | |
| BLOOM ENERGY CORP | BE | 15,000 | $4,540,500 | 8.82% | Long | EC | |
| COHERENT CORP | COHR | 10,000 | $3,944,700 | 7.67% | Long | EC | |
| VIASAT INC | VSAT | 30,000 | $2,694,300 | 5.24% | Long | EC | |
| OKLO INC | OKLO | 40,000 | $2,093,200 | 4.07% | Long | EC | |
| BROADCOM INC | AVGO | 5,000 | $1,888,750 | 3.67% | Long | EC | |
| PALANTIR TECHNOLOGIES INC | PLTR | 13,000 | $1,516,710 | 2.95% | Long | EC | |
| ROBINHOOD MARKETS INC | HOOD | 15,000 | $1,504,200 | 2.92% | Long | EC | |
| FIREFLY AEROSPACE INC | FLY | 50,000 | $1,470,000 | 2.86% | Long | EC | |
| SOFI TECHNOLOGIES INC | SOFI | 80,000 | $1,434,400 | 2.79% | Long | EC | |
| NETFLIX INC | NFLX | 20,000 | $1,428,000 | 2.78% | Long | EC | |
| VOYAGER TECHNOLOGIES INC | VOYG | 40,000 | $1,290,000 | 2.51% | Long | EC | |
| REDWIRE CORP | RDW | 100,000 | $1,223,000 | 2.38% | Long | EC | |
| ARISTA NETWORKS INC | ANET | 5,000 | $849,400 | 1.65% | Long | EC | |
| TOAST INC | TOST | 30,000 | $834,600 | 1.62% | Long | EC | |
| PLANET LABS PBC | PL | 25,000 | $828,250 | 1.61% | Long | EC | |
|
DOMO INC
|
257554105 | 250,000 | $782,500 | 1.52% | Long | EC | |
| INTUITIVE MACHINES INC | LUNR | 30,000 | $641,700 | 1.25% | Long | EC | |
| WOLFSPEED INC | WOLF | 12,109 | $584,259 | 1.14% | Long | EC | |
| ASPEN AEROGELS INC | ASPN | 90,000 | $570,600 | 1.11% | Long | EC | |
| BLACKSKY TECHNOLOGY INC | BKSY | 20,000 | $558,400 | 1.09% | Long | EC | |
| UBER TECHNOLOGIES INC | UBER | 5,000 | $360,800 | 0.70% | Long | EC | |
| CHEGG INC | CHGG | 260,000 | $262,600 | 0.51% | Long | EC | |
| COINBASE GLOBAL INC | COIN | 1,000 | $146,190 | 0.28% | Long | EC | |
| COURSERA INC | COUR | 10,000 | $56,400 | 0.11% | Long | EC |