other material
confidence high
sentiment neutral
materiality 0.70
Firsthand Technology Value Fund discloses top 5 holdings: 95.3% of investments in 5 firms
Firsthand Technology Value Fund, Inc.
- Top five holdings as of Jan 31, 2022: Revasum (32.8%), IntraOp Medical (27.1%), Wrightspeed (23.2%), Pivotal Systems (6.8%), Hera Systems (5.5%).
- Estimated total investments ~$99.9M, or $14.50 per share, including $0.10/share cash.
- Revasum (ASX: RVS) is a semiconductor equipment provider; Pivotal Systems (ASX: PVS) makes process control tech.
- IntraOp Medical manufactures the Mobetron radiation device; Wrightspeed supplies electric drivetrains; Hera Systems develops micro satellites.
- Complete financials will be in the Form 10-Q for March 31, 2022, due in May 2022.