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Portfolio (Quarterly) Guide ↗

Firsthand Capital Management, Inc.

· CIK 0001476179
13F Portfolio $47M AUM 47 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 4 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASM INTERNATIONAL NV 2,500.0 $1.9M 4.02% NEW $753.88

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
Technology 40.5%
Communication Services 23.7%
Industrials 23.5%
Financial Services 5.6%
Utilities 4.8%
Energy 1.0%
Consumer Defensive 0.6%
Healthcare 0.3%
Basic Materials 0.0%