- Firsthand Technology Opportunities Fund
Firsthand Funds
- US
- Science/Technology
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 companies in the industries and markets that exhibit the greatest growth potential within the technology sector.
The team relies on fundamental analysis to highlight companies whose intrinsic value is not fully More
Price
Last Close
$10.95 ( -0.47 )
52 Week HL
$24.91 - $8.93
Net Assets
$414 M
Expense Ratio
1.86 %
Top 10 Holdings
Dec 31, 2020Company Name
- Roku, Inc.
- Chegg, Inc.
- Cree, Inc.
- Zscaler, Inc.
- Pinterest, Inc.
Holding
- 21.6
- 8.4
- 6.0
- 5.4
- 4.7
Company Name
- Domo Inc
- Peloton Interactive,
- Nutanix, Inc.
- Slack Technologies,
- Twilio Inc.
- Total
Holding
- 4.3
- 4.1
- 3.7
- 3.0
- 2.8
- 64%
Manager
Name
Kevin Landis
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-47.7 %
3 Year
-34.29%
5 Year
11.76%
Best
73.98%
2009
Worst
-55.08%
2000
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -14.9% | -5.2% | -12.2% | 28.5% | 8.3% | 16.7% | -6.5% | 8.6% | 4.5% | -1.9% | - |
| Q2 | -36.5% | 18.8% | 35.6% | -1.6% | 12.5% | 8.4% | 0.7% | 4.1% | 5.6% | -0.7% | - |
| Q3 | - | -5.6% | 16.7% | -7.6% | 5.1% | 11.8% | 18.4% | -13.2% | 0.9% | 23% | - |
| Q4 | - | -24.8% | 22.9% | 1.7% | -16.9% | 9.9% | -5% | 6.1% | -1.5% | 10.3% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -23% | 1.8% | 8.5% | -23% | -20.2% | - | - | - | - | - | - | - |
| 2021 | 3.9% | 0.1% | -8.9% | 3.9% | -3.2% | 18.1% | -2.3% | -3.5% | 0.2% | -1% | -13% | -13.7% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TEFQX | -48% | -21% | 71% | 22% | 4% | 56% | 6% | 4% | 10% | 32% | 17% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -48% | -50% | 55% | -7% | 11% | 37% | -2% | 5% | -4% | 3% | 17% |