FCM
Firsthand Capital Management Portfolio holdings
AUM
$55.6M
1-Year Return
75.1%
This Quarter Return
+43.43%
1 Year Return
+75.1%
3 Year Return
+106.52%
5 Year Return
+131.21%
10 Year Return
+1,211.43%
AUM
$55.6M
AUM Growth
+$14.3M
(+35%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
65.01%
Holding
52
New
5
Increased
1
Reduced
3
Closed
3
Top Buys
| 1 |
Rocket Lab Corporation Common Stock
RKLB
|
$1.79M |
| 2 |
OKLO
Oklo
OKLO
|
$1.12M |
| 3 |
SoFi Technologies
SOFI
|
$911K |
| 4 |
Coherent
COHR
|
$892K |
| 5 |
Complete Solaria, Inc. Common Stock
SPWR
|
$184K |
Top Sells
| 1 |
PagerDuty
PD
|
$1.64M |
| 2 |
Palantir
PLTR
|
$1.36M |
| 3 |
Itron
ITRI
|
$206K |
| 4 |
SolarEdge
SEDG
|
$204K |
| 5 |
EVgo
EVGO
|
$81K |
Sector Composition
| 1 | Technology | 56.75% |
| 2 | Communication Services | 23.92% |
| 3 | Industrials | 7.64% |
| 4 | Financials | 5.46% |
| 5 | Utilities | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
PagerDuty
PD
$1.54B
| – | – |
-90,000
| Closed | -$1.64M |
|