FIRSTHAND FUNDS

Q: What type of mutual fund is FIRSTHAND FUNDS?

FIRSTHAND FUNDS is a SEC-registered Equity mutual fund with $9M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, FIRSTHAND FUNDS holds 20 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: What are FIRSTHAND FUNDS's assets under management (AUM)?

FIRSTHAND FUNDS has $9M in assets under management (AUM) according to its most recent SEC N-PORT filing. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally indicates a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs. AUM changes daily as market prices fluctuate and as investors buy or redeem fund shares — the figure on StockSifting reflects the most recently available N-PORT disclosure, not the current day's value.

Q: How current is FIRSTHAND FUNDS's holdings data on StockSifting?

Holdings data for FIRSTHAND FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0000917124 Equity

Report date: 2026-02-26

AUM $9M

Expense Ratio —

Category Equity

State DE

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-02-26

About this Fund

FIRSTHAND FUNDS is a renowned mutual fund company that has been a trusted partner for investors seeking to achieve their long-term financial goals through a disciplined approach to asset management and investment. With a rich history of delivering exceptional results, FIRSTHAND FUNDS offers a diverse range of mutual funds that cater to various investor preferences and risk profiles, including equity, debt, hybrid, and money market funds. The company's investment philosophy is centered around a thorough research-driven process, where a team of experienced professionals carefully evaluates market trends and economic conditions to create a well-diversified portfolio that balances risk and potential returns. By leveraging their expertise in wealth management, FIRSTHAND FUNDS enables investors to make informed decisions and navigate the complexities of the financial markets with confidence. The company's investor-centric approach focuses on providing flexible investment options, including Systematic Investment Plans (SIP), to help individuals and institutions achieve their unique financial objectives. With a strong commitment to transparency, accountability, and customer satisfaction, FIRSTHAND FUNDS has established itself as a reliable and reputable player in the asset management industry. The company's key strengths lie in its ability to adapt to changing market conditions, identify emerging opportunities, and maintain a long-term perspective, which has earned the trust of its investors and helped them build a secure financial future. By prioritizing the needs of its clients and consistently delivering strong performance, FIRSTHAND FUNDS has fostered a loyal investor base and continues to be a preferred choice for those seeking a trusted partner to manage their investments and achieve their financial aspirations. Through its comprehensive suite of mutual funds and wealth management services, FIRSTHAND FUNDS empowers investors to take control of their financial lives, make informed decisions, and realize their goals, whether it's saving for retirement, funding education expenses, or accumulating wealth over time. With a proven track record of success and a dedication to excellence, FIRSTHAND FUNDS remains committed to helping its investors succeed in an ever-evolving investment landscape, where the company's expertise, guidance, and support can make a meaningful difference in achieving long-term financial success.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

20 positions

#	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

Frequently Asked Questions — FIRSTHAND FUNDS

What type of mutual fund is FIRSTHAND FUNDS?

FIRSTHAND FUNDS is a SEC-registered Equity fund, with $9M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, FIRSTHAND FUNDS holds 20 portfolio positions, all detailed in the holdings table on this page.

What are FIRSTHAND FUNDS's assets under management (AUM)?

FIRSTHAND FUNDS has $9M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are FIRSTHAND FUNDS's top holdings?

According to FIRSTHAND FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include SunPower Corp, WOLFSPEED INC, SWVL HOLDINGS CORP , among others. The complete list of all 20 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is FIRSTHAND FUNDS's expense ratio?

Expense ratio data for FIRSTHAND FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find FIRSTHAND FUNDS's SEC filings?

FIRSTHAND FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000917124. You can access all of FIRSTHAND FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000917124). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is FIRSTHAND FUNDS's holdings data on StockSifting?

Holdings data for FIRSTHAND FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.