FCM

Firsthand Capital Management Portfolio holdings

AUM $53.9M
1-Year Est. Return 109.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+109.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.6M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$907K
3
+$868K
4
EQIX icon
Equinix
EQIX
+$781K
5
SOFI icon
SoFi Technologies
SOFI
+$712K

Top Sells

1
+$3.08M
2
+$2.34M
3
+$1.63M
4
MNDY icon
monday.com
MNDY
+$1.57M
5
OKTA icon
Okta
OKTA
+$1,000K

Sector Composition

1 Technology 48.05%
2 Communication Services 21.66%
3 Industrials 12.42%
4 Financials 8.57%
5 Utilities 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACLS icon
26
Axcelis
ACLS
$4.3B
$391K 0.66%
4,000
BWXT icon
27
BWX Technologies
BWXT
$20.1B
$369K 0.62%
+2,000
COIN icon
28
Coinbase
COIN
$54.5B
$337K 0.57%
1,000
SPWR icon
29
SunPower Inc
SPWR
$128M
$264K 0.44%
150,000
+50,000
ITRI icon
30
Itron
ITRI
$3.97B
$249K 0.42%
2,000
GEV icon
31
GE Vernova
GEV
$303B
$246K 0.41%
+400
WOLF icon
32
Wolfspeed
WOLF
$1.34B
$210K 0.35%
7,348
-172,652
ORA icon
33
Ormat Technologies
ORA
$6.57B
$193K 0.32%
2,000
MPWR icon
34
Monolithic Power Systems
MPWR
$74.8B
$184K 0.31%
+200
SMR icon
35
NuScale Power
SMR
$4.39B
$180K 0.3%
+5,000
STM icon
36
STMicroelectronics
STM
$39.9B
$141K 0.24%
5,000
PHG icon
37
Philips
PHG
$26.9B
$135K 0.23%
4,962
HON icon
38
Honeywell
HON
$139B
$122K 0.2%
615
COUR icon
39
Coursera
COUR
$1.05B
$117K 0.2%
10,000
SEDG icon
40
SolarEdge
SEDG
$2.57B
$111K 0.19%
3,000
ENPH icon
41
Enphase Energy
ENPH
$4.66B
$106K 0.18%
3,000
CARR icon
42
Carrier Global
CARR
$50.7B
$59.7K 0.1%
1,000
ARQ icon
43
Arq
ARQ
$95.6M
$48.7K 0.08%
6,800
CHPT icon
44
ChargePoint
CHPT
$173M
$32.8K 0.06%
3,000
OESX icon
45
Orion Energy Systems
OESX
$38.5M
$12.2K 0.02%
1,400
FSLY icon
46
Fastly Inc
FSLY
$3.82B
– –
-50,000
MNDY icon
47
monday.com
MNDY
$3.57B
– –
-5,000
OKTA icon
48
Okta
OKTA
$13.9B
– –
-10,000
POWI icon
49
Power Integrations
POWI
$3.98B
– –
-1,598
DOCU
50
DocuSign
DOCU
$9.23B
– –
-30,000
1
2
3