FIRSTHAND FUNDS
CIK: 0000917124
Equity
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | SPWR SunPower Corp Since 2026-05-10 | 867652406 | Equity (Common) | — | — | 29,931 |
| 2 | WOLF WOLFSPEED INC Since 2026-05-10 | — | Equity (Common) | — | — | 10,000 |
| 3 | SWVL SWVL HOLDINGS CORP Since 2026-05-10 | — | Equity (Common) |
0.00%
|
— | 13,333 |
| 4 | ENPH Enphase Energy Inc Since 2026-05-10 | 29355A107 | Equity (Common) |
1.03%
|
$0.10 | 3,000 |
| 5 | SPWR SunPower Inc Since 2026-05-10 | 20460L104 | Equity (Common) |
2.52%
|
$0.23 | 150,000 |
| 6 | WOLF Wolfspeed Inc Since 2026-05-10 | 97785W106 | Equity (Common) |
0.02%
|
$0.00 | 84 |
| 7 | ACLS Axcelis Technologies Inc Since 2026-05-10 | 054540208 | Equity (Common) |
3.44%
|
$0.32 | 4,000 |
| 8 | SEDG SolarEdge Technologies Inc Since 2026-05-10 | 83417M104 | Equity (Common) |
0.93%
|
$0.09 | 3,000 |
| 9 | ORA Ormat Technologies Inc Since 2026-05-10 | 686688102 | Equity (Common) |
2.36%
|
$0.22 | 2,000 |
| 10 | ITRI Itron Inc Since 2026-05-10 | 465741106 | Equity (Common) |
1.99%
|
$0.19 | 2,000 |
| 11 | ASPN Aspen Aerogels Inc Since 2026-05-10 | 04523Y105 | Equity (Common) |
1.06%
|
$0.10 | 35,000 |
| 12 | HON Honeywell International Inc Since 2026-05-10 | 438516106 | Equity (Common) |
1.21%
|
$0.11 | 580 |
| 13 | PWR Quanta Services Inc Since 2026-05-10 | 74762E102 | Equity (Common) |
9.48%
|
$0.89 | 2,100 |
| 14 | OKLO Oklo Inc Since 2026-05-10 | 02156V109 | Equity (Common) |
7.67%
|
$0.72 | 10,000 |
| 15 | OESX Orion Energy Systems Inc Since 2026-05-10 | 686275207 | Equity (Common) |
0.23%
|
$0.02 | 1,400 |
| 16 | MPWR Monolithic Power Systems Inc Since 2026-05-10 | 609839105 | Equity (Common) |
1.94%
|
$0.18 | 200 |
| 17 | ARQ Arq Inc Since 2026-05-10 | 00770C101 | Equity (Common) |
0.24%
|
$0.02 | 6,800 |
| 18 | BWXT BWX Technologies Inc Since 2026-05-10 | 05605H100 | Equity (Common) |
3.70%
|
$0.35 | 2,000 |
| 19 | FSLR First Solar Inc Since 2026-05-10 | 336433107 | Equity (Common) |
2.79%
|
$0.26 | 1,000 |
| 20 | CHPT ChargePoint Holdings Inc Since 2026-05-10 | 15961R303 | Equity (Common) |
0.21%
|
$0.02 | 3,000 |