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Firsthand Technology Opportunities Fund

150 Almaden Boulevard,Suite 1250
San Jose , CA, 95113

Rank

Rank Universe
87 0

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to invest in high-technology companies.

The investment team considers a high-technology company to be one that employs a relatively high degree of engineering and/or scientific intensity to deliver its products or services.

Next, the research team focuses on compan More

Link

Website

Directors

Mar 13, 2024
  • Kevin M. Landis
  • Kimun Lee
  • Greg Burglin

Chief Compliance Officer

  • Nichole Mileski

Fund Manager(s)

Price

  • $ 4.04 ( -0.04 )
    May 5, 2025
    Last Close
  • Net Assets
  • $72.9M
    Feb 29, 2024
  • Holding
  • 31
    Aug 29, 2024
    More

  • 52-Week High/Low
  • $4.52 - $3.15
  • Turnover
  • 65%
  • Expense Ratio
  • 1.86%

Sector Allocation +

 Aug 29, 2024
More

Top 10 Holdings +

 Aug 29, 2024
More

Company Name

Holding
Roku Inc 10.05 %
Wolfspeed Inc 8.65 %
Zscaler Inc 8.6 %
Kratos Defense & Security Solu 8.06 %
Netflix Inc 7.55 %
Palantir Technologies Inc 4.82 %
DocuSign Inc 4.79 %
PagerDuty Inc 4.62 %
Enphase Energy Inc 4.46 %
Domo Inc 3.97 %
More 3.97 %

Documents

Prospectus

Link

Annual Reports

Link

Fact Sheet

Q4 2021 Q3 2021 Q2 2021

Performance

YTD

-

3 Year

-61.74%

5 Year

-68.39%

Best

73.98%

2009

Worst

-73.44%

2022

Returns +
Q

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
Q1 - - -16.5% 11.2% -17.1% -11.6% -12.2% 28.5% 8.3% 16.7%
Q2 - - -7.2% -5.8% -41.5% 27.3% 35.6% -1.6% 12.5% 8.4%
Q3 - - - -10.3% -4.7% -19.4% 1.1% -7.6% 5.1% 11.8%
Q4 - - - 16.3% -42.6% -14.1% 41.9% 1.7% -16.9% 9.9%

Returns +
M

J F M A M J J A S O N D
2026 - - - - - - - - - - - -
2025 - - - - - - - - - - - -

Returns +
A

    2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
    0%0%-19%9%-73%-22%71%22%4%56%

Alpha

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
TEFQX ---19%9%-73%-22%71%22%4%56%
S&P 500 -----21%27%16%29%-6%19%
Alpha ---19%9%-52%-49%54%-7%11%36%

TEFQX S&P 500

Chart +

Data Sources Disclaimer