# EDGAR Filing Document

**Accession Number:** 0000917124
**File Stem:** 0001752724-25-203936
**Filing Date:** 2025-8
**Character Count:** 14122
**Document Hash:** d13a01191e9e4cf9fa9c19f86a1cc45c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-203936.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001752724-25-203936

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**DATE AS OF CHANGE**: 20250826

**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:** 251253740

**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 Technology Opportunities Fund (Series ID: S000011681)

| Class ID   | Class Name                              | Ticker Symbol   |
|:---|:---|:---|
| C000032051 | Firsthand Technology Opportunities Fund | TEFQX           |

## 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 Technology Opportunities Fund

- **b. EDGAR series identifier (if any):** S000011681

- **c. LEI of Series:** 549300GIN0G86HVIKS49

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

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

- **b. Date as of which information is reported:** 2025-06-30

**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:** $50834772.02

**Total Liabilities:** $202109.52

**Net Assets:** $50632662.50

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000032051 | 10.47%               | 9.48%                | 9.34%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $-741992.92              | $4688717.20                                |
| Month 2  | $0.00                    | $4116983.00                                |
| Month 3  | $-63331.60               | $4446557.60                                |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Coursera Inc                  | Coursera Inc                  | CUSIP: 22266M104<br>LEI: 984500573CA1QB7DAC30 | Long             | EC               | CORP              | US        |     10000 | NS      | $87600.00     | 0.17%             |  |  |  | No            |                  1 | On Loan: No      |
| REVASUM NOTE                  | REVASUM NOTE                  | CUSIP: 000000000<br>LEI: N/A                  | Long             | DBT              | CORP              | US        |    250000 | PA      | $0.00         | 0.00%             | 2025-08-19      | Floating      | 14.75%                | No            |                  3 | On Loan: No      |
| REVASUM NOTE                  | REVASUM NOTE                  | CUSIP: 000000000<br>LEI: N/A                  | Long             | DBT              | CORP              | US        |   1782144 | PA      | $0.00         | 0.00%             | 2025-08-19      | Floating      | 14.75%                | No            |                  3 | On Loan: No      |
| Monday.com Ltd                | Monday.com Ltd                | CUSIP: 000000000<br>LEI: 984500MDAFVD86E3B328 | Long             | EC               | CORP              | IL        |      5000 | NS      | $1572400.00   | 3.11%             |  |  |  | No            |                  1 | On Loan: No      |
| Fastly Inc                    | Fastly Inc                    | CUSIP: 31188V100<br>LEI: 549300E2FZC83FJ3H565 | Long             | EC               | CORP              | US        |     50000 | NS      | $353000.00    | 0.70%             |  |  |  | No            |                  1 | On Loan: No      |
| PayPal Holdings Inc           | PayPal Holdings Inc           | CUSIP: 70450Y103<br>LEI: 5493005X2GO78EFZ3E94 | Long             | EC               | CORP              | US        |     10000 | NS      | $743200.00    | 1.47%             |  |  |  | No            |                  1 | On Loan: No      |
| Palantir Technologies Inc     | Palantir Technologies Inc     | CUSIP: 69608A108<br>LEI: 549300UVN46B3BBDHO85 | Long             | EC               | CORP              | US        |     55000 | NS      | $7497600.00   | 14.81%            |  |  |  | No            |                  1 | On Loan: No      |
| Uber Technologies Inc         | Uber Technologies Inc         | CUSIP: 90353T100<br>LEI: 549300B2FTG34FILDR98 | Long             | EC               | CORP              | US        |     25000 | NS      | $2332500.00   | 4.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Zscaler Inc                   | Zscaler Inc                   | CUSIP: 98980G102<br>LEI: 529900MZ0RTK1BWRNF46 | Long             | EC               | CORP              | US        |      5000 | NS      | $1569700.00   | 3.10%             |  |  |  | No            |                  1 | On Loan: No      |
| Aspen Aerogels Inc            | Aspen Aerogels Inc            | CUSIP: 04523Y105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     90000 | NS      | $532800.00    | 1.05%             |  |  |  | No            |                  1 | On Loan: No      |
| Robinhood Markets Inc         | Robinhood Markets Inc         | CUSIP: 770700102<br>LEI: 213800FS5AO3YWIE6F63 | Long             | EC               | CORP              | US        |     11000 | NS      | $1029930.00   | 2.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Toast Inc                     | Toast Inc                     | CUSIP: 888787108<br>LEI: 549300TN1PZNLCD4I551 | Long             | EC               | CORP              | US        |     40000 | NS      | $1771600.00   | 3.50%             |  |  |  | No            |                  1 | On Loan: No      |
| SoFi Technologies Inc         | SoFi Technologies Inc         | CUSIP: 83406F102<br>LEI: 549300SW81JCMVZDDY09 | Long             | EC               | CORP              | US        |     50000 | NS      | $910500.00    | 1.80%             |  |  |  | No            |                  1 | On Loan: No      |
| MongoDB Inc                   | MongoDB Inc                   | CUSIP: 60937P106<br>LEI: 549300TPTG69WKWE1Z37 | Long             | EC               | CORP              | US        |      5000 | NS      | $1049950.00   | 2.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Okta Inc                      | Okta Inc                      | CUSIP: 679295105<br>LEI: 549300N8J06I8MRHU620 | Long             | EC               | CORP              | US        |     10000 | NS      | $999700.00    | 1.97%             |  |  |  | No            |                  1 | On Loan: No      |
| Coherent Corp                 | Coherent Corp                 | CUSIP: 19247G107<br>LEI: 549300O5C25A0MMHHU33 | Long             | EC               | CORP              | US        |     10000 | NS      | $892100.00    | 1.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Netflix Inc                   | Netflix Inc                   | CUSIP: 64110L106<br>LEI: 549300Y7VHGU0I7CE873 | Long             | EC               | CORP              | US        |      5000 | NS      | $6695650.00   | 13.22%            |  |  |  | No            |                  1 | On Loan: No      |
| REVASUM NOTE                  | REVASUM NOTE                  | CUSIP: 000000000<br>LEI: N/A                  | Long             | DBT              | CORP              | US        |    300000 | PA      | $0.00         | 0.00%             | 2025-08-19      | Floating      | 14.75%                | No            |                  3 | On Loan: No      |
| Docusign Inc                  | Docusign Inc                  | CUSIP: 256163106<br>LEI: 549300Q7PVDWRZ39JG09 | Long             | EC               | CORP              | US        |     30000 | NS      | $2336700.00   | 4.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Rocket Lab Corp               | Rocket Lab Corp               | CUSIP: 773121108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     50000 | NS      | $1788500.00   | 3.53%             |  |  |  | No            |                  1 | On Loan: No      |
| REVASUM NOTE                  | REVASUM NOTE                  | CUSIP: 000000000<br>LEI: N/A                  | Long             | DBT              | CORP              | US        |    750000 | PA      | $0.00         | 0.00%             | 2025-08-19      | Floating      | 14.75%                | No            |                  3 | On Loan: No      |
| TEMPO AUTOMATION HOLDINGS INC | TEMPO AUTOMATION HOLDINGS INC | CUSIP: 88024M108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    320000 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| Revasum Inc                   | Revasum Inc                   | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | US        |  28367549 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| Oklo Inc                      | Oklo Inc                      | CUSIP: 02156V109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     20000 | NS      | $1119800.00   | 2.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Arista Networks Inc           | Arista Networks Inc           | CUSIP: 040413205<br>LEI: 635400H1WKBLOQERUU95 | Long             | EC               | CORP              | US        |     18000 | NS      | $1841580.00   | 3.64%             |  |  |  | No            |                  1 | On Loan: No      |
| Chegg Inc                     | Chegg Inc                     | CUSIP: 163092109<br>LEI: 549300AKX7O8JG0O3G77 | Long             | EC               | CORP              | US        |    260000 | NS      | $314600.00    | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Treasury Portfolio   | Fidelity Treasury Portfolio   | CUSIP: 316175504<br>LEI: N/A                  | Long             | STIV             | RF                | US        |   1200401 | NS      | $1200400.88   | 2.37%             |  |  |  | No            |                  1 | On Loan: No      |
| Domo Inc                      | Domo Inc                      | CUSIP: 257554105<br>LEI: 549300X57AGT5JULJ761 | Long             | EC               | CORP              | US        |    230000 | NS      | $3213100.00   | 6.35%             |  |  |  | No            |                  1 | On Loan: No      |
| ASM International NV          | ASM International NV          | CUSIP: 000000000<br>LEI: 7245001I22ND6ZFHX623 | Long             | EC               | CORP              | NL        |      3000 | NS      | $1922790.00   | 3.80%             |  |  |  | No            |                  1 | On Loan: No      |
| Roku Inc                      | Roku Inc                      | CUSIP: 77543R102<br>LEI: 549300KR6ITU0YIR1T71 | Long             | EC               | CORP              | US        |     75000 | NS      | $6591750.00   | 13.02%            |  |  |  | No            |                  1 | On Loan: No      |
| Palo Alto Networks Inc        | Palo Alto Networks Inc        | CUSIP: 697435105<br>LEI: 549300QXR2YVZV231H43 | Long             | EC               | CORP              | US        |     10000 | NS      | $2046400.00   | 4.04%             |  |  |  | No            |                  1 | On Loan: No      |
| Coinbase Global Inc           | Coinbase Global Inc           | CUSIP: 19260Q107<br>LEI: 5493004G3J2SC154DU06 | Long             | EC               | CORP              | US        |      1000 | NS      | $350490.00    | 0.69%             |  |  |  | No            |                  1 | On Loan: No      |
| Wolfspeed Inc                 | Wolfspeed Inc                 | CUSIP: 977852102<br>LEI: 549300OGU88P3AW3TO93 | Long             | EC               | CORP              | US        |    170000 | NS      | $67796.00     | 0.13%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-08-25

**Name of Applicant:** Firsthand Funds

**Signature:** Rodney Yee

**Name of Signer:** Rodney Yee

**Title:** Controller