Firsthand Technology Opportunities Fund

Firsthand Technology Opportunities Fund reported 31 holdings worth US$51.5M as of Jun 30, 2026 (Form N-PORT)

As of Jun 30, 2026 · Filed Aug 27, 2026

Firsthand Technology Opportunities Fund reported 31 holdings worth US$51.5M as of Jun 30, 2026. Largest: Roku, Inc., Rocket Lab Corporation and Bloom Energy Corporation. Filed Aug 27, 2026 (Form N-PORT).

Holdings
31
Value as reported
US$51.5M

The filing in full

CompanySharesValue as reported% of portfolio
Roku, Inc.60,000US$8.29M16.1%
Rocket Lab Corporation60,000US$6.1M11.9%
Bloom Energy Corporation15,000US$4.54M8.8%
Coherent Corp.10,000US$3.94M7.7%
Viasat, Inc.30,000US$2.69M5.2%
Asm International N.v.2,098US$2.3M4.5%
Oklo Inc.40,000US$2.09M4.1%
Broadcom Inc.5,000US$1.89M3.7%
Palantir Technologies Inc.13,000US$1.52M2.9%
Robinhood Markets, Inc.15,000US$1.5M2.9%
Firefly Aerospace Inc.50,000US$1.47M2.9%
Sofi Technologies, Inc.80,000US$1.43M2.8%
Netflix, Inc.20,000US$1.43M2.8%
Voyager Technologies, Inc.40,000US$1.29M2.5%
Redwire Corporation100KUS$1.22M2.4%
Arista Networks, Inc.5,000US$849K1.7%
Toast, Inc.30,000US$835K1.6%
Planet Labs Pbc25,000US$828K1.6%
Domo, Inc.250KUS$783K1.5%
Intuitive Machines, Inc.30,000US$642K1.2%
Wolfspeed, Inc.12,109US$584K1.1%
Aspen Aerogels, Inc.90,000US$571K1.1%
Blacksky Technology Inc.20,000US$558K1.1%
Uber Technologies, Inc.5,000US$361K0.70%
Chegg, Inc.260KUS$263K0.51%
Coinbase Global, Inc.1,000US$146K0.28%
Coursera, Inc.10,000US$56,4000.11%
Tempo Automation Hldgs Inc320KUS$0
Palo Alto Networks, Inc.0US$00.00%
Mongodb, Inc.0US$00.00%
Zscaler Inc0US$00.00%

Source

View original at SEC

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