Firsthand Capital Management’s Coherent COHR Stock Holding History

Firsthand Capital Management’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38M	Hold	10,000	–	–	5.08%	5
2025 Q4	$1.85M	Hold	10,000	–	–	3.43%	12
2025 Q3	$1.08M	Hold	10,000	–	–	1.81%	17
2025 Q2	$892K	Buy	+10,000	New	+$720K	1.61%	19
2020 Q2	–	Sell	-160,000	Closed	-$4.56M	–	49
2020 Q1	$4.56M	Hold	160,000	–	–	3.62%	8
2019 Q4	$5.39M	Sell	160,000 -60,000	-27%	-$1.91M	2.1%	18
2019 Q3	$7.75M	Hold	220,000	–	–	3.13%	12
2019 Q2	$8.04M	Hold	220,000	–	–	3.1%	13
2019 Q1	$8.19M	Buy	220,000 +120,000	+120%	+$4.44M	3.05%	15
2018 Q4	$3.25M	Hold	100,000	–	–	2.05%	23
2018 Q3	$4.73M	Hold	100,000	–	–	2.23%	17
2018 Q2	$4.34M	Buy	100,000 +50,000	+100%	+$2.21M	2.04%	16
2018 Q1	$2.04M	Buy	+50,000	New	+$2.17M	1.14%	24

Other funds holding COHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Firsthand Capital Management's COHR Position: Q1 2026 in Review

Firsthand Capital Management held its Coherent (COHR) position steady in Q1 2026 at 10,000 shares worth $2.38M. The position accounts for 5.08% of the portfolio, ranked #5.

Firsthand Capital Management first reported a position in COHR in Q1 2018 and has held it in 13 quarters since. The position peaked at $8.19M in Q1 2019. 1,101 funds tracked by Wall St. Rank hold COHR as of Q1 2026.

Firsthand Capital Management held 10,000 shares of Coherent worth $2.38M as of Q1 2026.
Firsthand Capital Management left its Coherent share count unchanged in Q1 2026.
Coherent made up 5.08% of Firsthand Capital Management's portfolio in Q1 2026, its #5 holding.
Firsthand Capital Management first reported a position in Coherent in Q1 2018 and has held it in 13 quarters since.
Firsthand Capital Management's Coherent position peaked at $8.19M in Q1 2019.
1,101 funds tracked by Wall St. Rank held Coherent as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.