FCM
OKLO

Firsthand Capital Management’s Oklo OKLO Stock Holding History

Firsthand Capital Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Hold
30,000
– – 3.17% 13
2025
Q4 		$2.15M Hold
30,000
– – 4% 6
2025
Q3 		$3.35M Hold
30,000
– – 5.62% 6
2025
Q2 		$1.68M Buy
30,000
+20,000
+200% +$771K 3.02% 11
2025
Q1 		$216K Hold
10,000
– – 0.52% 30
2024
Q4 		$212K Buy
+10,000
New +$194K 0.44% 34

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Firsthand Capital Management held its Oklo (OKLO) position steady in Q1 2026 at 30,000 shares worth $1.49M. The position accounts for 3.17% of the portfolio, ranked #13.

Firsthand Capital Management first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.35M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Firsthand Capital Management held 30,000 shares of Oklo worth $1.49M as of Q1 2026.
  • Firsthand Capital Management left its Oklo share count unchanged in Q1 2026.
  • Oklo made up 3.17% of Firsthand Capital Management's portfolio in Q1 2026, its #13 holding.
  • Firsthand Capital Management first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Firsthand Capital Management's Oklo position peaked at $3.35M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

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