# EDGAR Filing Document

**Accession Number:** 0000917124
**File Stem:** 0000940400-26-008402
**Filing Date:** 2026-2
**Character Count:** 15589
**Document Hash:** c98f63cb1af0553850c1f795149dcdfd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-008402.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0000940400-26-008402

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260226

**DATE AS OF CHANGE**: 20260226

**PERIOD START**: 20251231

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FIRSTHAND FUNDS
- **CENTRAL INDEX KEY:** 0000917124

**ORGANIZATION NAME:**
- **EIN:** 132620737
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-08268
- **FILM NUMBER:** 26684154

**BUSINESS ADDRESS:**
- **STREET 1:** 150 ALMADEN BLVD
- **STREET 2:** SUITE 1250
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95113
- **BUSINESS PHONE:** 1-888-884-2675

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 9836
- **CITY:** PROVIDENCE
- **STATE:** RI
- **ZIP:** 02940-8036

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INTERACTIVE INVESTMENTS
- **DATE OF NAME CHANGE:** 19940106

## Series and Classes Contracts Data

### Firsthand Alternative Energy Fund (Series ID: S000018833)

| Class ID   | Class Name                        | Ticker Symbol   |
|:---|:---|:---|
| C000052080 | Firsthand Alternative Energy Fund | ALTEX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Firsthand Funds

- **b. Investment Company Act file number:** 811-08268

- **c. CIK number of Registrant:** 0000917124

- **d. LEI of Registrant:** 549300OKVDL2TG12QX97

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 150 Almaden Boulevard

  - **City:** San Jose

  - **State:** CA

  - **Foreign country:** US

  - **Zip / Postal Code:** 95113

  - **Telephone number:** 408-886-7096

**Item A.2. Information about the Series.**

- **a. Name of Series:** Firsthand Alternative Energy Fund

- **b. EDGAR series identifier (if any):** S000018833

- **c. LEI of Series:** 549300P8W2N3XQHRZF17

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-12-31

- **b. Date as of which information is reported:** 2025-12-31

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $9369105.58

**Total Liabilities:** $18199.89

**Net Assets:** $9350905.69

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000052080 | 10.96%               | -9.43%               | -5.67%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $356884.25               | $666746.85                                 |
| Month 2  | $0.00                    | $-1070495.47                               |
| Month 3  | $0.00                    | $-561255.24                                |

### Schedule of Portfolio Investments

| Name                           | Title                            | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Corning Inc                    | Corning Inc                      | CUSIP: 219350105<br>LEI: 549300X2937PB0CJ7I56 | Long             | EC               | CORP              | US        |      6460 | NS      | $565637.60    | 6.05%             |  |  |  | No            |                  1 | On Loan: No      |
| Ulvac Inc                      | Ulvac Inc                        | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | JP        |      2700 | NS      | $122037.79    | 1.31%             |  |  |  | No            |                  1 | On Loan: No      |
| Bloom Energy Corp              | Bloom Energy Corp                | CUSIP: 093712107<br>LEI: 549300XB5J9BFW5JXV97 | Long             | EC               | CORP              | US        |     12000 | NS      | $1042680.00   | 11.15%            |  |  |  | No            |                  1 | On Loan: No      |
| Solstice Advanced Materials In | Solstice Advanced Materials Inc  | CUSIP: 83443Q103<br>LEI: 2138004GZ4H9TW6HK435 | Long             | EC               | CORP              | US        |       145 | NS      | $7044.10      | 0.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Koninklijke Philips NV         | Koninklijke Philips NV           | CUSIP: 500472303<br>LEI: H1FJE8H61JGM1JSGM897 | Long             | EC               | CORP              | NL        |      4962 | NS      | $134370.96    | 1.44%             |  |  |  | No            |                  1 | On Loan: No      |
| SunPower Corp                  | SunPower Corp                    | CUSIP: 867652406<br>LEI: 549300TXO070764WUH65 | Long             | EC               | CORP              | US        |     29931 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| Vestas Wind Systems A/S        | Vestas Wind Systems A/S          | CUSIP: 000000000<br>LEI: 549300DYMC8BGZZC8844 | Long             | EC               | CORP              | DK        |     15000 | NS      | $401250.00    | 4.29%             |  |  |  | No            |                  1 | On Loan: No      |
| WOLFSPEED INC                  | WOLFSPEED INC                    | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     10000 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| SWVL HOLDINGS CORP             | Swvl Holdings Corp               | CUSIP: 000000000<br>LEI: 254900YBV6FCSGOW6E19 | Long             | EC               | CORP              | VG        |     13333 | NS      | $101.33       | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Enphase Energy Inc             | Enphase Energy Inc               | CUSIP: 29355A107<br>LEI: 5493008U7KIGMI59Z314 | Long             | EC               | CORP              | US        |      3000 | NS      | $96150.00     | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Eaton Corp PLC                 | Eaton Corp PLC                   | CUSIP: 000000000<br>LEI: 549300VDIGTMXUNT7H71 | Long             | EC               | CORP              | IE        |       500 | NS      | $159255.00    | 1.70%             |  |  |  | No            |                  1 | On Loan: No      |
| ON Semiconductor Corp          | ON Semiconductor Corp            | CUSIP: 682189105<br>LEI: ZV20P4CNJVT8V1ZGJ064 | Long             | EC               | CORP              | US        |      8000 | NS      | $433200.00    | 4.63%             |  |  |  | No            |                  1 | On Loan: No      |
| SunPower Inc                   | SunPower Inc                     | CUSIP: 20460L104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    150000 | NS      | $235500.00    | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Wolfspeed Inc                  | Wolfspeed Inc                    | CUSIP: 97785W106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |        84 | NS      | $1462.44      | 0.02%             |  |  |  | No            |                  1 | On Loan: No      |
| Axcelis Technologies Inc       | Axcelis Technologies Inc         | CUSIP: 054540208<br>LEI: 529900HF9B6NL1QG9F05 | Long             | EC               | CORP              | US        |      4000 | NS      | $321360.00    | 3.44%             |  |  |  | No            |                  1 | On Loan: No      |
| SolarEdge Technologies Inc     | SolarEdge Technologies Inc       | CUSIP: 83417M104<br>LEI: 5493000K6Y58XXPDF853 | Long             | EC               | CORP              | IL        |      3000 | NS      | $86550.00     | 0.93%             |  |  |  | No            |                  1 | On Loan: No      |
| Ormat Technologies Inc         | Ormat Technologies Inc           | CUSIP: 686688102<br>LEI: 5493000TSHHWY24VHM09 | Long             | EC               | CORP              | US        |      2000 | NS      | $220940.00    | 2.36%             |  |  |  | No            |                  1 | On Loan: No      |
| Itron Inc                      | Itron Inc                        | CUSIP: 465741106<br>LEI: 24F6LSZD18II6ICG6S41 | Long             | EC               | CORP              | US        |      2000 | NS      | $185720.00    | 1.99%             |  |  |  | No            |                  1 | On Loan: No      |
| Aspen Aerogels Inc             | Aspen Aerogels Inc               | CUSIP: 04523Y105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     35000 | NS      | $99050.00     | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| ABB Ltd                        | ABB Ltd                          | CUSIP: 000375204<br>LEI: 5493000LKVGOO9PELI61 | Long             | EC               | CORP              | CH        |      7000 | NS      | $517790.00    | 5.54%             |  |  |  | No            |                  1 | On Loan: No      |
| Honeywell International Inc    | Honeywell International Inc      | CUSIP: 438516106<br>LEI: ISRPG12PN4EIEOEMW547 | Long             | EC               | CORP              | US        |       580 | NS      | $113152.20    | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Quanta Services Inc            | Quanta Services Inc              | CUSIP: 74762E102<br>LEI: SHVRXXEACT60MMH07S24 | Long             | EC               | CORP              | US        |      2100 | NS      | $886326.00    | 9.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Oklo Inc                       | Oklo Inc                         | CUSIP: 02156V109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     10000 | NS      | $717600.00    | 7.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Treasury Portfolio    | Fidelity Treasury Portfolio      | CUSIP: 316175504<br>LEI: N/A                  | Long             | STIV             | RF                | US        |   1605009 | NS      | $1605009.20   | 17.16%            |  |  |  | No            |                  1 | On Loan: No      |
| NuScale Power Corp             | NuScale Power Corp               | CUSIP: 67079K100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      5000 | NS      | $70850.00     | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Sharp Corp/Japan               | Sharp Corp/Japan                 | CUSIP: 000000000<br>LEI: 353800YEPK9PD7QO3449 | Long             | EC               | CORP              | JP        |      1100 | NS      | $5412.92      | 0.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Orion Energy Systems Inc       | Orion Energy Systems Inc         | CUSIP: 686275207<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      1400 | NS      | $21532.00     | 0.23%             |  |  |  | No            |                  1 | On Loan: No      |
| Iberdrola SA                   | Iberdrola SA                     | CUSIP: 000000000<br>LEI: 5QK37QC7NWOJ8D7WVQ45 | Long             | EC               | CORP              | ES        |       493 | NS      | $10698.13     | 0.11%             |  |  |  | No            |                  1 | On Loan: No      |
| Monolithic Power Systems Inc   | Monolithic Power Systems Inc     | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |       200 | NS      | $181272.00    | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Accelleron Industries AG       | Accelleron Industries AG         | CUSIP: 00449R109<br>LEI: 254900KS0MD2PAARXD14 | Long             | EC               | CORP              | CH        |       350 | NS      | $27133.75     | 0.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Sunnova Energy International I | Sunnova Energy International Inc | CUSIP: 86745K104<br>LEI: 549300JK1Y1VVC3JU540 | Long             | EC               | CORP              | US        |     15000 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| Arq Inc                        | Arq Inc                          | CUSIP: 00770C101<br>LEI: 52990086HRJSW2EZQH40 | Long             | EC               | CORP              | US        |      6800 | NS      | $22236.00     | 0.24%             |  |  |  | No            |                  1 | On Loan: No      |
| BWX Technologies Inc           | BWX Technologies Inc             | CUSIP: 05605H100<br>LEI: 549300NP85N265KWMS58 | Long             | EC               | CORP              | US        |      2000 | NS      | $345680.00    | 3.70%             |  |  |  | No            |                  1 | On Loan: No      |
| GE Vernova Inc                 | GE Vernova Inc                   | CUSIP: 36828A101<br>LEI: 254900DP080RU6OK2553 | Long             | EC               | CORP              | US        |       400 | NS      | $261428.00    | 2.80%             |  |  |  | No            |                  1 | On Loan: No      |
| First Solar Inc                | First Solar Inc                  | CUSIP: 336433107<br>LEI: 549300NPYMLM4NHTOF27 | Long             | EC               | CORP              | US        |      1000 | NS      | $261230.00    | 2.79%             |  |  |  | No            |                  1 | On Loan: No      |
| ChargePoint Holdings Inc       | ChargePoint Holdings Inc         | CUSIP: 15961R303<br>LEI: 254900DVN9TAC2GIPG25 | Long             | EC               | CORP              | US        |      3000 | NS      | $19920.00     | 0.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Carrier Global Corp            | Carrier Global Corp              | CUSIP: 14448C104<br>LEI: 549300JE3W6CWY2NAN77 | Long             | EC               | CORP              | US        |      1000 | NS      | $52840.00     | 0.57%             |  |  |  | No            |                  1 | On Loan: No      |
| STMicroelectronics NV          | STMicroelectronics NV            | CUSIP: 861012102<br>LEI: 213800Z8NOHIKRI42W10 | Long             | EC               | CORP              | CH        |      5000 | NS      | $129700.00    | 1.39%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-02-25

**Name of Applicant:** Firsthand Funds

**Signature:** Rodney Yee

**Name of Signer:** Rodney Yee

**Title:** Controller