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Firsthand Technology Opportunities Fund | TEFQXMutual Fund | |
| FIRSTHAND FUNDS | |
| Last update 2026-06-02 | 25 Stocks (2 new) |
| Value $39.00 Mil | Turnover 8 % |
Firsthand Technology Opportuni... Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROKU | Roku Inc | 70,000 | 6,623.4 | -6.67% | 17.200 | -1.12% | 0.050 | +52.08% | +24.80% | 20,085.5 | Media - Diversified | |
RKLB | Rocket Lab Corp | 60,000 | 3,853.2 | 0% | 10.010 | 0% | 0.010 | +28.21% | +21.19% | 52,822.2 | Aerospace & Defense | |
NFLX | Netflix Inc | 40,000 | 3,846.0 | -11.11% | 9.990 | -0.96% | 0.000 | -20.91% | -21.28% | 310,799.0 | Media - Diversified | |
BE | Bloom Energy Corp | 20,000 | 2,709.8 | New Holding | 7.040 | +7.04% | 0.010 | +88.75% | +190.04% | 71,685.5 | Industrial Products | |
COHR | Coherent Corp | 10,000 | 2,382.1 | 0% | 6.190 | 0% | 0.010 | +56.42% | +106.19% | 74,452.5 | Hardware | |
PLTR | Palantir Technologies Inc | 13,000 | 1,901.6 | -63.89% | 4.940 | -8.41% | 0.000 | -23.47% | -36.47% | 270,728.4 | Software | |
ASMIY | ASM International NV | 2,500 | 1,884.7 | -16.67% | 4.890 | -0.62% | 0.010 | +39.09% | +80.24% | 52,979.6 | Semiconductors | |
ANET | Arista Networks Inc | 15,000 | 1,841.7 | -16.67% | 4.780 | -0.81% | 0.000 | +28.60% | +20.28% | 198,445.1 | Hardware | |
UBER | Uber Technologies Inc | 25,000 | 1,798.3 | 0% | 4.670 | 0% | 0.000 | +8.01% | -6.74% | 155,112.6 | Software | |
PANW | Palo Alto Networks Inc | 10,000 | 1,603.2 | 0% | 4.160 | 0% | 0.000 | +94.55% | +65.15% | 247,923.0 | Software |
Firsthand Technology Opportunities Fund's Historical Top Holdings Breakdowns
Firsthand Technology Opportunities Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2026-03-31 | Reduce Reduce | -8.41% | 128.84 ($152.9) 181.68 | $112.93 | -26.14% | Reduce -63.89% | 13,000 | -23,000 | |
BE | Bloom Energy Corp | 2026-03-31 | New Buy New Buy | +7.04% | 98.69 ($146.76) 174.77 | $252.02 | 71.72% | New holding | 20,000 | 20,000 | |
ROKU | Roku Inc | 2026-03-31 | Reduce Reduce | -1.12% | 82.93 ($97.4) 114.68 | $135.40 | 39.01% | Reduce -6.67% | 70,000 | -5,000 | |
NFLX | Netflix Inc | 2026-03-31 | Reduce Reduce | -0.96% | 75.86 ($88.11) 99.17 | $73.81 | -16.23% | Reduce -11.11% | 40,000 | -5,000 | |
UPST | Upstart Holdings Inc | 2026-03-31 | Sold Out Sold Out | -0.90% | 24.22 ($35.18) 50.7 | $33.66 | -4.32% | Sold Out | 0 | -10,000 | |
ANET | Arista Networks Inc | 2026-03-31 | Reduce Reduce | -0.81% | 116.13 ($133.77) 150.15 | $157.60 | 17.81% | Reduce -16.67% | 15,000 | -3,000 | |
ASMIY | ASM International NV | 2026-03-31 | Reduce Reduce | -0.62% | 653.35 ($799.08) 875.06 | $1,083.65 | 35.61% | Reduce -16.67% | 2,500 | -500 | |
WOLF | Wolfspeed Inc | 2026-03-31 | New Buy New Buy | +0.51% | 14.8 ($18.03) 21.21 | $45.97 | 154.96% | New holding | 12,109 | 12,109 | |
| WOLF Unlock Delisted | Wolfspeed Inc | 2026-03-31 | Sold Out Sold Out | 0% | 14.89 ($18.47) 21.21 | $17.91 | -3.06% | Sold Out | 0 | -870,000 | |
EQIX | Equinix Inc | 2025-12-31 | Sold Out Sold Out | -1.47% | 726.09 ($784.01) 846.01 | $1,091.30 | 39.19% | Sold Out | 0 | -1,000 |
Firsthand Technology Opportunities Fund Total Holding History ($B)
Firsthand Technology Opportunities Fund's Asset Allocation
Firsthand Technology Opportunities Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Firsthand Technology Opportunities Fund's Hypothetical Growth since 2026-03-31
Firsthand Technology Opportunities Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Firsthand Technology Opportunities Fund's Holdings Heat Map
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Firsthand Technology Opportunities Fund's Holdings Bubble Chart
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