# EDGAR Filing Document

**Accession Number:** 0000917124
**File Stem:** 0001752724-25-203940
**Filing Date:** 2025-8
**Character Count:** 14347
**Document Hash:** 9ddcb7ab588989576b5dfeb908e1bda9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-203940.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001752724-25-203940

**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:** 251253746

**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:** 2025-06-30

**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:** $7044251.23

**Total Liabilities:** $155614.36

**Net Assets:** $6888636.87

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000052080 | 0.64%                | 11.50%               | 8.16%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $28380.63                                  |
| Month 2  | $0.00                    | $789071.83                                 |
| Month 3  | $-3.52                   | $594230.76                                 |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Tesla Inc                      | Tesla Inc                        | CUSIP: 88160R101<br>LEI: 54930043XZGB27CTOV49 | Long             | EC               | CORP              | US        |      2000 | NS      | $635320.00    | 9.22%             |  |  |  | No            |                  1 | On Loan: No      |
| Bloom Energy Corp              | Bloom Energy Corp                | CUSIP: 093712107<br>LEI: 549300XB5J9BFW5JXV97 | Long             | EC               | CORP              | US        |     15000 | NS      | $358800.00    | 5.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Accelleron Industries AG       | Accelleron Industries AG         | CUSIP: 00449R109<br>LEI: 254900KS0MD2PAARXD14 | Long             | EC               | CORP              | CH        |       350 | NS      | $24563.00     | 0.36%             |  |  |  | No            |                  1 | On Loan: No      |
| Ormat Technologies Inc         | Ormat Technologies Inc           | CUSIP: 686688102<br>LEI: 5493000TSHHWY24VHM09 | Long             | EC               | CORP              | US        |      2000 | NS      | $167520.00    | 2.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Ulvac Inc                      | Ulvac Inc                        | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | JP        |      2700 | NS      | $99484.05     | 1.44%             |  |  |  | No            |                  1 | On Loan: No      |
| ChargePoint Holdings Inc       | ChargePoint Holdings Inc         | CUSIP: 15961R105<br>LEI: 254900DVN9TAC2GIPG25 | Long             | EC               | CORP              | US        |     60000 | NS      | $42198.00     | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| STMicroelectronics NV          | STMicroelectronics NV            | CUSIP: 861012102<br>LEI: 213800Z8NOHIKRI42W10 | Long             | EC               | CORP              | CH        |      5000 | NS      | $152050.00    | 2.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Axcelis Technologies Inc       | Axcelis Technologies Inc         | CUSIP: 054540208<br>LEI: 529900HF9B6NL1QG9F05 | Long             | EC               | CORP              | US        |      4000 | NS      | $278760.00    | 4.05%             |  |  |  | No            |                  1 | On Loan: No      |
| ON Semiconductor Corp          | ON Semiconductor Corp            | CUSIP: 682189105<br>LEI: ZV20P4CNJVT8V1ZGJ064 | Long             | EC               | CORP              | US        |      8000 | NS      | $419280.00    | 6.09%             |  |  |  | No            |                  1 | On Loan: No      |
| ABB Ltd                        | ABB Ltd                          | CUSIP: 000375204<br>LEI: 5493000LKVGOO9PELI61 | Long             | EC               | CORP              | CH        |      7000 | NS      | $417690.00    | 6.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Aspen Aerogels Inc             | Aspen Aerogels Inc               | CUSIP: 04523Y105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     35000 | NS      | $207200.00    | 3.01%             |  |  |  | No            |                  1 | On Loan: No      |
| Complete Solaria Inc           | Complete Solaria Inc             | CUSIP: 20460L104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    100000 | NS      | $184000.00    | 2.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Honeywell International Inc    | Honeywell International Inc      | CUSIP: 438516106<br>LEI: ISRPG12PN4EIEOEMW547 | Long             | EC               | CORP              | US        |       580 | NS      | $135070.40    | 1.96%             |  |  |  | No            |                  1 | On Loan: No      |
| SWVL HOLDINGS CORP             | Swvl Holdings Corp               | CUSIP: 000000000<br>LEI: 254900YBV6FCSGOW6E19 | Long             | EC               | CORP              | VG        |     13333 | NS      | $166.66       | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| First Solar Inc                | First Solar Inc                  | CUSIP: 336433107<br>LEI: 549300NPYMLM4NHTOF27 | Long             | EC               | CORP              | US        |      2000 | NS      | $331080.00    | 4.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Sunnova Energy International I | Sunnova Energy International Inc | CUSIP: 86745K104<br>LEI: 549300JK1Y1VVC3JU540 | Long             | EC               | CORP              | US        |     15000 | NS      | $9.00         | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Koninklijke Philips NV         | Koninklijke Philips NV           | CUSIP: 500472303<br>LEI: H1FJE8H61JGM1JSGM897 | Long             | EC               | CORP              | NL        |      4962 | NS      | $118988.76    | 1.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Quanta Services Inc            | Quanta Services Inc              | CUSIP: 74762E102<br>LEI: SHVRXXEACT60MMH07S24 | Long             | EC               | CORP              | US        |      2100 | NS      | $793968.00    | 11.53%            |  |  |  | No            |                  1 | On Loan: No      |
| Arq Inc                        | Arq Inc                          | CUSIP: 00770C101<br>LEI: 52990086HRJSW2EZQH40 | Long             | EC               | CORP              | US        |      6800 | NS      | $36516.00     | 0.53%             |  |  |  | No            |                  1 | On Loan: No      |
| Orion Energy Systems Inc       | Orion Energy Systems Inc         | CUSIP: 686275108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     14000 | NS      | $8540.00      | 0.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Vestas Wind Systems A/S        | Vestas Wind Systems A/S          | CUSIP: 000000000<br>LEI: 549300DYMC8BGZZC8844 | Long             | EC               | CORP              | DK        |     15000 | NS      | $227100.00    | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| Itron Inc                      | Itron Inc                        | CUSIP: 465741106<br>LEI: 24F6LSZD18II6ICG6S41 | Long             | EC               | CORP              | US        |      3565 | NS      | $469260.95    | 6.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Enphase Energy Inc             | Enphase Energy Inc               | CUSIP: 29355A107<br>LEI: 5493008U7KIGMI59Z314 | Long             | EC               | CORP              | US        |      3000 | NS      | $118950.00    | 1.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Sharp Corp/Japan               | Sharp Corp/Japan                 | CUSIP: 000000000<br>LEI: 353800YEPK9PD7QO3449 | Long             | EC               | CORP              | JP        |      1100 | NS      | $5357.73      | 0.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Carrier Global Corp            | Carrier Global Corp              | CUSIP: 14448C104<br>LEI: 549300JE3W6CWY2NAN77 | Long             | EC               | CORP              | US        |      1000 | NS      | $73190.00     | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| SolarEdge Technologies Inc     | SolarEdge Technologies Inc       | CUSIP: 83417M104<br>LEI: 5493000K6Y58XXPDF853 | Long             | EC               | CORP              | IL        |      3000 | NS      | $61200.00     | 0.89%             |  |  |  | No            |                  1 | On Loan: No      |
| Eaton Corp PLC                 | Eaton Corp PLC                   | CUSIP: 000000000<br>LEI: 549300VDIGTMXUNT7H71 | Long             | EC               | CORP              | IE        |      1000 | NS      | $356990.00    | 5.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Enovix Corp                    | Enovix Corp                      | CUSIP: 293594107<br>LEI: 549300EC7NZGWORHYJ53 | Long             | EC               | CORP              | US        |     30000 | NS      | $310200.00    | 4.50%             |  |  |  | No            |                  1 | On Loan: No      |
| Corning Inc                    | Corning Inc                      | CUSIP: 219350105<br>LEI: 549300X2937PB0CJ7I56 | Long             | EC               | CORP              | US        |      6460 | NS      | $339731.40    | 4.93%             |  |  |  | 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      |
| Wolfspeed Inc                  | Wolfspeed Inc                    | CUSIP: 977852102<br>LEI: 549300OGU88P3AW3TO93 | Long             | EC               | CORP              | US        |     10000 | NS      | $3988.00      | 0.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Oklo Inc                       | Oklo Inc                         | CUSIP: 02156V109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     10000 | NS      | $559900.00    | 8.13%             |  |  |  | No            |                  1 | On Loan: No      |
| Iberdrola SA                   | Iberdrola SA                     | CUSIP: 000000000<br>LEI: 5QK37QC7NWOJ8D7WVQ45 | Long             | EC               | CORP              | ES        |       481 | NS      | $9229.82      | 0.13%             |  |  |  | No            |                  1 | On Loan: No      |
| Power Integrations Inc         | Power Integrations Inc           | CUSIP: 739276103<br>LEI: 54930085LGXSCIHD5W31 | Long             | EC               | CORP              | US        |      1598 | NS      | $89328.20     | 1.30%             |  |  |  | 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