SEC 13F Intelligence

Firsthand Capital Management, Inc. / KTOS

Firsthand Capital Management, Inc.’s Kratos Defense & Sec Solutio Position

Does Firsthand Capital Management, Inc. own Kratos Defense & Sec Solutio (KTOS)? Not currently — the last reported position was 90.0K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
90.0K
% of Portfolio
+4.94%
Quarters Held
22
position exited

Position History KTOS

Reported value by quarter
Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $7MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $4MQ1 ’24Q2 ’24: $710,950Q3 ’24: $5MQ4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202490.0K$2M+4.94%
Q3 2024200.0K$5M+9.19%
Q2 20245.0K$710,950+1.38%
Q1 2024235.0K$4M+7.04%
Q4 2023310.0K$6M+8.16%
Q3 2023310.0K$5M+6.71%
Q2 2023310.0K$4M+5.34%
Q1 2023310.0K$4M+4.54%
Q4 2022310.0K$3M+3.73%
Q3 2022310.0K$3M+2.87%
Q2 2022310.0K$4M+3.72%
Q1 2022310.0K$6M+3.30%
Q4 2021310.0K$6M+2.29%
Q3 2021310.0K$7M+2.06%
Q2 2021305.0K$9M+2.18%
Q1 2021305.0K$8M+2.33%
Q4 2020240.0K$7M+1.79%
Q3 2020240.0K$5M+1.84%
Q2 2020240.0K$4M+1.72%
Q1 2020240.0K$3M+2.63%
Q4 2019240.0K$4M+1.68%
Q3 2019240.0K$4M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firsthand Capital Management, Inc.’s full portfolio or all institutional holders of KTOS.