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
Q2 		$3.14M Buy
60,000
+30,000
+100% +$1.87M 5.02% 5
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Firsthand Capital Management's OKLO Position: Q2 2026 in Review

Firsthand Capital Management increased its Oklo (OKLO) stake by 100% in Q2 2026, buying an estimated $1.87M and bringing the position to 60,000 shares worth $3.14M. The position accounts for 5.02% of the portfolio, ranked #5.

Firsthand Capital Management first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Firsthand Capital Management held 60,000 shares of Oklo worth $3.14M as of Q2 2026.
  • Firsthand Capital Management bought 30,000 Oklo shares in Q2 2026, an estimated $1.87M.
  • Oklo made up 5.02% of Firsthand Capital Management's portfolio in Q2 2026, its #5 holding.
  • Firsthand Capital Management first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Firsthand Capital Management's Oklo position peaked at $3.35M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.