Firsthand Holdings as of 11/30/00: WIND does indeed represent Firsthand Fund's biggest holding, at least for its Tech Leaders Fund and Tech Value Fund. Looking at the numbers, it's clear that the reason why WIND ascended to #1 is because it maintained its value while everything else fell.
I would imagine, however, that Kevin Landis is done with his buying, since WIND already represents such a large percentage of fund holdings. Given this, I expect and hope that Mr. Landis will begin touting WIND at every opportunity.
Tech Leaders Fund:
Date..............Shares........% of assets
1/31/00.............663,000.....4.5%
2/29/00.............941,000.....8.3%
3/31/00...........1,191,500.....5.4%
4/30/00...........1,436,500.....7.2%
5/31/00...........1,456,500.....7.3%
6/30/00...........1,456,500.....6.3%
7/31/00...........1,456,500.....5.5%
8/31/00...........1,456,500.....6.4%
9/30/00...........1,456,500.....8.4%
10/31/00..........1,143,000.....6.6%
11/30/00..........1,043,000.....7.8%
firsthandfunds.com
Tech Value Fund:
Date..............Shares........% of assets
1/31/00.............790,000.....1.3%
2/29/00...........1,610,300.....2.5%
3/31/00...........3,859,800.....3.4%
4/30/00...........5,231,800.....6.1%
5/31/00...........5,639,300.....6.1%
6/30/00...........5,821,800.....5.4%
7/31/00...........5,891,800.....4.6%
8/31/00...........5,891,800.....5.0%
9/30/00...........5,891,800.....6.2%
10/31/00..........5,891,800.....5.7%
11/30/00..........5,891,800.....8.1%
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