Holdings of Firsthand Technology Opportunities Fund
Firsthand Funds · 23 declared positions · as of Mar 31, 2026
Original filing · Net assets 41.3M $ · Ten largest lines: 73.9 % of the equity sleeve
Sector breakdown
- Technology 24.1 %
- Communication 10.0 %
- Industrials 4.7 %
- Unattributed 61.3 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 100.0 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 95.1 %
- NL 4.9 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 22 | 36.6M $ | 95.11 % |
| NL | 1 | 1.9M $ | 4.89 % |
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Roku Inc | 70,000 | 6.6M $ | 16.04 % |
| Rocket Lab Corp | 60,000 | 3.9M $ | 9.33 % |
| Netflix Inc | 40,000 | 3.8M $ | 9.32 % |
| Bloom Energy Corp | 20,000 | 2.7M $ | 6.56 % |
| Coherent Corp | 10,000 | 2.4M $ | 5.77 % |
| Palantir Technologies Inc | 13,000 | 1.9M $ | 4.61 % |
| ASM INTERNATIONAL NV | 2,500 | 1.9M $ | 4.57 % |
| Arista Networks Inc | 15,000 | 1.8M $ | 4.46 % |
| Uber Technologies Inc | 25,000 | 1.8M $ | 4.36 % |
| Palo Alto Networks Inc | 10,000 | 1.6M $ | 3.88 % |
| Toast Inc | 60,000 | 1.6M $ | 3.85 % |
| Broadcom Inc | 5,000 | 1.5M $ | 3.75 % |
| SoFi Technologies Inc | 80,000 | 1.3M $ | 3.08 % |
| MongoDB Inc | 5,000 | 1.2M $ | 2.96 % |
| Robinhood Markets Inc | 15,000 | 1M $ | 2.52 % |
| Oklo Inc | 20,000 | 991.8K $ | 2.40 % |
| Domo Inc | 250,000 | 765K $ | 1.85 % |
| Zscaler Inc | 5,000 | 701.5K $ | 1.70 % |
| Aspen Aerogels Inc | 90,000 | 307.8K $ | 0.75 % |
| Wolfspeed Inc | 12,109 | 197.6K $ | 0.48 % |
| Chegg Inc | 260,000 | 192.7K $ | 0.47 % |
| Coinbase Global Inc | 1,000 | 174.6K $ | 0.42 % |
| Coursera Inc | 10,000 | 58.2K $ | 0.14 % |