# EDGAR Filing Document

**Accession Number:** 0000917124
**File Stem:** 0000940400-26-008393
**Filing Date:** 2026-2
**Character Count:** 11810
**Document Hash:** ef32039a11ea4003174ba00cb75ba289
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-008393.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0000940400-26-008393

**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:** 26684144

**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:** 2025-12-31

**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:** $49239793.46

**Total Liabilities:** $81151.15

**Net Assets:** $49158642.31

**Cash Not Reported:** $620988.76

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000032051 | 5.93%                | -12.82%              | 1.86%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $41240.40                | $3240808.36                                |
| Month 2  | $0.00                    | $-7244640.64                               |
| Month 3  | $270260.75               | $738749.58                                 |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Oklo Inc                      | Oklo Inc                      | CUSIP: 02156V109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     20000 | NS      | $1435200.00   | 2.92%             |  |  |  | No            |                  1 | On Loan: No      |
| SoFi Technologies Inc         | SoFi Technologies Inc         | CUSIP: 83406F102<br>LEI: 549300SW81JCMVZDDY09 | Long             | EC               | CORP              | US        |     80000 | NS      | $2094400.00   | 4.26%             |  |  |  | No            |                  1 | On Loan: No      |
| WOLFSPEED INC                 | WOLFSPEED INC                 | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    870000 | NS      | $0.00         | 0.00%             |  |  |  | No            |                  3 | On Loan: No      |
| Palo Alto Networks Inc        | Palo Alto Networks Inc        | CUSIP: 697435105<br>LEI: 549300QXR2YVZV231H43 | Long             | EC               | CORP              | US        |     10000 | NS      | $1842000.00   | 3.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Roku Inc                      | Roku Inc                      | CUSIP: 77543R102<br>LEI: 549300KR6ITU0YIR1T71 | Long             | EC               | CORP              | US        |     75000 | NS      | $8136750.00   | 16.55%            |  |  |  | No            |                  1 | On Loan: No      |
| Toast Inc                     | Toast Inc                     | CUSIP: 888787108<br>LEI: 549300TN1PZNLCD4I551 | Long             | EC               | CORP              | US        |     60000 | NS      | $2130600.00   | 4.33%             |  |  |  | No            |                  1 | On Loan: No      |
| Netflix Inc                   | Netflix Inc                   | CUSIP: 64110L106<br>LEI: 549300Y7VHGU0I7CE873 | Long             | EC               | CORP              | US        |     45000 | NS      | $4219200.00   | 8.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Upstart Holdings Inc          | Upstart Holdings Inc          | CUSIP: 91680M107<br>LEI: 549300WNB47JRNENIC75 | Long             | EC               | CORP              | US        |     10000 | NS      | $437300.00    | 0.89%             |  |  |  | No            |                  1 | 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      |
| Wolfspeed Inc                 | Wolfspeed Inc                 | CUSIP: 97785W106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      7266 | NS      | $126501.06    | 0.26%             |  |  |  | No            |                  1 | On Loan: No      |
| Broadcom Inc                  | Broadcom Inc                  | CUSIP: 11135F101<br>LEI: 549300WV6GIDOZJTV909 | Long             | EC               | CORP              | US        |      5000 | NS      | $1730500.00   | 3.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Chegg Inc                     | Chegg Inc                     | CUSIP: 163092109<br>LEI: 549300AKX7O8JG0O3G77 | Long             | EC               | CORP              | US        |    260000 | NS      | $241800.00    | 0.49%             |  |  |  | No            |                  1 | On Loan: No      |
| Zscaler Inc                   | Zscaler Inc                   | CUSIP: 98980G102<br>LEI: 529900MZ0RTK1BWRNF46 | Long             | EC               | CORP              | US        |      5000 | NS      | $1124600.00   | 2.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Coinbase Global Inc           | Coinbase Global Inc           | CUSIP: 19260Q107<br>LEI: 5493004G3J2SC154DU06 | Long             | EC               | CORP              | US        |      1000 | NS      | $226140.00    | 0.46%             |  |  |  | No            |                  1 | On Loan: No      |
| Coursera Inc                  | Coursera Inc                  | CUSIP: 22266M104<br>LEI: 984500573CA1QB7DAC30 | Long             | EC               | CORP              | US        |     10000 | NS      | $73600.00     | 0.15%             |  |  |  | No            |                  1 | On Loan: No      |
| Aspen Aerogels Inc            | Aspen Aerogels Inc            | CUSIP: 04523Y105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     90000 | NS      | $254700.00    | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Robinhood Markets Inc         | Robinhood Markets Inc         | CUSIP: 770700102<br>LEI: 213800FS5AO3YWIE6F63 | Long             | EC               | CORP              | US        |     15000 | NS      | $1696500.00   | 3.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Rocket Lab Corp               | Rocket Lab Corp               | CUSIP: 773121108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     60000 | NS      | $4185600.00   | 8.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Coherent Corp                 | Coherent Corp                 | CUSIP: 19247G107<br>LEI: 549300O5C25A0MMHHU33 | Long             | EC               | CORP              | US        |     10000 | NS      | $1845700.00   | 3.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Palantir Technologies Inc     | Palantir Technologies Inc     | CUSIP: 69608A108<br>LEI: 549300UVN46B3BBDHO85 | Long             | EC               | CORP              | US        |     36000 | NS      | $6399000.00   | 13.02%            |  |  |  | No            |                  1 | On Loan: No      |
| Arista Networks Inc           | Arista Networks Inc           | CUSIP: 040413205<br>LEI: 635400H1WKBLOQERUU95 | Long             | EC               | CORP              | US        |     18000 | NS      | $2358540.00   | 4.80%             |  |  |  | No            |                  1 | On Loan: No      |
| Uber Technologies Inc         | Uber Technologies Inc         | CUSIP: 90353T100<br>LEI: 549300B2FTG34FILDR98 | Long             | EC               | CORP              | US        |     25000 | NS      | $2042750.00   | 4.16%             |  |  |  | No            |                  1 | On Loan: No      |
| Domo Inc                      | Domo Inc                      | CUSIP: 257554105<br>LEI: 549300X57AGT5JULJ761 | Long             | EC               | CORP              | US        |    250000 | NS      | $2107500.00   | 4.29%             |  |  |  | No            |                  1 | On Loan: No      |
| ASM International NV          | ASM International NV          | CUSIP: 000000000<br>LEI: 7245001I22ND6ZFHX623 | Long             | EC               | CORP              | NL        |      3000 | NS      | $1810290.00   | 3.68%             |  |  |  | No            |                  1 | On Loan: No      |
| MongoDB Inc                   | MongoDB Inc                   | CUSIP: 60937P106<br>LEI: 549300TPTG69WKWE1Z37 | Long             | EC               | CORP              | US        |      5000 | NS      | $2098450.00   | 4.27%             |  |  |  | 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