Firsthand Alternative Energy Fund
Firsthand Alternative Energy Fund reported 35 holdings worth US$16.7M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 27, 2026
Firsthand Alternative Energy Fund reported 35 holdings worth US$16.7M as of Jun 30, 2026. Largest: Bloom Energy Corporation, Corning Incorporated and Quanta Services, Inc. Filed Aug 27, 2026 (Form N-PORT).
- Holdings
- 35
- Value as reported
- US$16.7M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Bloom Energy Corporation | 10,000 | US$3.03M | 18.1% |
| Corning Incorporated | 6,460 | US$1.65M | 9.9% |
| Quanta Services, Inc. | 2,100 | US$1.51M | 9.1% |
| Oklo Inc. | 20,000 | US$1.05M | 6.3% |
| Abb Ltd. | 7,103 | US$761K | 4.6% |
| Axcelis Technologies, Inc. | 4,000 | US$758K | 4.5% |
| Enphase Energy, Inc. | 13,000 | US$640K | 3.8% |
| Williams Companies, Inc. (the) | 8,000 | US$595K | 3.6% |
| On Semiconductor Corporation | 6,000 | US$567K | 3.4% |
| Ge Vernova Inc. | 400 | US$470K | 2.8% |
| Solaredge Technologies, Inc. | 8,000 | US$468K | 2.8% |
| Vestas Wind Systems A/s | 15,000 | US$420K | 2.5% |
| Bwx Technologies, Inc. | 2,000 | US$389K | 2.3% |
| Totalenergies Se | 5,000 | US$389K | 2.3% |
| Stmicroelectronics Nv | 5,038 | US$374K | 2.2% |
| Monolithic Power Systems, Inc. | 200 | US$276K | 1.7% |
| First Solar, Inc. | 1,000 | US$236K | 1.4% |
| Aspen Aerogels, Inc. | 35,000 | US$222K | 1.3% |
| Ormat Technologies, Inc. | 2,000 | US$218K | 1.3% |
| Eaton Corporation, Plc | 500 | US$213K | 1.3% |
| Itron, Inc. | 2,000 | US$173K | 1.0% |
| Ulvac, Inc. | 2,700 | US$172K | 1.0% |
| Koninklijke Philips N.v. | 5,089 | US$140K | 0.84% |
| Sunpower Inc. | 150K | US$103K | 0.62% |
| Carrier Global Corporation | 1,000 | US$73,350 | 0.44% |
| Nuscale Power Corporation | 5,000 | US$50,150 | 0.30% |
| Accelleron Industries Ag | 359 | US$35,529 | 0.21% |
| Chargepoint Holdings, Inc. | 3,000 | US$17,730 | 0.11% |
| Arq, Inc. | 6,800 | US$17,340 | 0.10% |
| Orion Energy Systems, Inc. | 1,400 | US$16,366 | 0.10% |
| Solstice Advanced Materials Inc. | 145 | US$12,847 | 0.08% |
| Iberdrola Sa | 499 | US$12,452 | 0.07% |
| Wolfspeed, Inc. | 139 | US$6,707 | 0.04% |
| Sharp Corporation | 1,100 | US$4,406 | 0.03% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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