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 32.2 %
- Industrials 21.7 %
- Communication 10.0 %
- Financials 3.2 %
- Unattributed 33.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.1 %
- NL 4.9 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 22 | 36.6M $ | 95.11 % |
| NL | 1 | 1.9M $ | 4.89 % |
Positions
| Company | Shares | Value | 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 % |