Portfolio (Quarterly)
Guide ↗
Firsthand Capital Management, Inc.
· CIK 0001476179| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | OKLO | OKLO INC | Utilities | 60,000.0 | $3.1M | 5.02% | +30K | +100.0% | $52.33 | -19.6% |
| 2 | ENPH | ENPHASE ENERGY INC | Energy | 13,000.0 | $640K | 1.02% | +10K | +333.3% | $49.24 | -21.6% |
| 3 | SEDG | SOLAREDGE TECHNOLOGIES INC | Energy | 8,000.0 | $468K | 0.75% | +5K | +166.7% | $58.44 | -47.2% |
| 4 | PHG | KONINKLIJKE PHILIPS NV | Healthcare | 5,146.0 | $140K | 0.22% | +184.0 | +3.7% | $27.19 | +0.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
37.2%
Technology
30.3%
Communication Services
16.5%
Utilities
6.6%
Financial Services
5.2%
Energy
3.3%
Consumer Defensive
0.5%
Healthcare
0.2%
Basic Materials
0.0%