TEFQX holdings — Firsthand Technology Opportunities Fund
Firsthand Technology Opportunities Fund (TEFQX) held 30 positions with net assets of $51.5M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 71.5% of the fund, led by ROKU, RKLB, BE.
TEFQX top holdings
- ROKU ROKU INC — 16.11% ($8.29M)
- RKLB ROCKET LAB CORP — 11.85% ($6.10M)
- BE BLOOM ENERGY CORP — 8.82% ($4.54M)
- COHR COHERENT CORP — 7.67% ($3.94M)
- FISXX FIDELITY COLCHESTER STREET TRUST — 6.65% ($3.42M)
- VSAT VIASAT INC — 5.24% ($2.69M)
- ASMIY ASM INTERNATIONAL NV — 4.47% ($2.30M)
- OKLO OKLO INC — 4.07% ($2.09M)
- AVGO BROADCOM INC — 3.67% ($1.89M)
- PLTR PALANTIR TECHNOLOGIES INC — 2.95% ($1.52M)
- HOOD ROBINHOOD MARKETS INC — 2.92% ($1.50M)
- FLY FIREFLY AEROSPACE INC — 2.86% ($1.47M)
- SOFI SOFI TECHNOLOGIES INC — 2.79% ($1.43M)
- NFLX NETFLIX INC — 2.78% ($1.43M)
- VOYG VOYAGER TECHNOLOGIES INC — 2.51% ($1.29M)
- RDW REDWIRE CORP — 2.38% ($1.22M)
- ANET ARISTA NETWORKS INC — 1.65% ($849K)
- TOST TOAST INC — 1.62% ($835K)
- PL PLANET LABS PBC — 1.61% ($828K)
- HUCK DOMO INC — 1.52% ($783K)
- LUNR INTUITIVE MACHINES INC — 1.25% ($642K)
- WOLF WOLFSPEED INC — 1.14% ($584K)
- ASPN ASPEN AEROGELS INC — 1.11% ($571K)
- BKSY BLACKSKY TECHNOLOGY INC — 1.09% ($558K)
- UBER UBER TECHNOLOGIES INC — 0.70% ($361K)
What are TEFQX's top 10 holdings?
ROKU (16.1%), RKLB (11.9%), BE (8.8%), COHR (7.7%), FISXX (6.7%), VSAT (5.2%), ASMIY (4.5%), OKLO (4.1%), AVGO (3.7%), PLTR (2.9%).
How many stocks are in TEFQX?
Firsthand Technology Opportunities Fund reported 30 holdings as of June 30, 2026.