Firsthand Technology Value Fund — Full Portfolio
10 tracked investments · listed companies and verified rows first
Phunware operates a configurable, multi-tenant Guest Intelligence Platform for resorts and hotels that unifies location, PMS, POS, mobile, and transactional data into a single property model.
AI & Machine LearningEnterprise SoftwareSaaSTravel & HospitalityAustin, US
Luan D. Dang(Executive Officer)inAlan S. Knitowski(Executive Officer, Director)Matt Aune(Executive Officer)Randall Crowder(Executive Officer, Director)Hans G. Erickson(Executive Officer, Director)Jeremy Krol(Interim Chief Executive Officer and Class I Director)
Co-investorsAnthem Venture Management, LlcCentral Texas Angel NetworkScalare PartnersFirsthand Capital
IntraOp develops the Mobetron, a compact and mobile linear accelerator for electron therapy used to treat cancer, including intraoperative radiotherapy (IORT), non-invasive skin cancer treatment, and ultra-high dose rate (UHDR) FLASH research.
HardwareHealthtechMedical Devices
PartnerKevin Landis· solo GP
Pivotal Systems develops gas flow control equipment for semiconductor wafer manufacturing, combining flow measurement and control valve technology to improve performance beyond current industry standards.
Advanced ManufacturingAI & Machine LearningHardwareSemiconductorsFremont, US
John Hoffman(Executive Officer, Director)Omesh Sharma(Executive Officer)inJoseph Monkowski(Executive Officer, Director)
BoardKevin Landis(Director)in
Co-investorsAnzu PartnersTEL Venture Capital, Inc.Firsthand Capital
Revasum designs and manufactures capital equipment—including grinding, polishing, and CMP tools such as the 6EZ Silicon Carbide Polisher and 7AF-HMG Silicon Carbide Grinder—used to produce substrates and devices for the semiconductor industry.
Advanced ManufacturingHardwareSemiconductorsSan Luis Obispo, US
PartnerKevin Landis· solo GP
Co-investorsSQN Venture Partners, LLC
Tapad operates a global cross-device digital identity graph that links a consumer or household across multiple devices.
AdTechData & InfrastructureMarketing TechNew York, US
Are Traasdahl(Founder)inDave Fall(Executive Officer)inReuben Regensberger(Executive Officer)Jeff Driskill(Executive Officer)inDag Liodden(Founder)
BoardRichard Heitzmann(Director)in
Co-investorsFirstMark CapitalLerer HippeauRunway Venture PartnersSwell PartnersMetamorphic Ventures
Turn provides a background screening platform designed for high-volume hiring of hourly, salaried, and gig workers.
AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaSChicago, US
Rahier Rahman(Founder and CEO)inBruce Falck(Executive Officer, Director)Mark Liao(Executive Officer)Joe Nemeth(Executive Officer)William Demas(Executive Officer, Director)Max P. Ochoa(Executive Officer)
Co-investorsBlueTree Venture CapitalForefront VentureCamber CreekClearBridge InvestmentsDCM VenturesKleiner Perkins+2 more
UCT develops and applies proprietary surface coatings, including its proprietary EXO Nickel Boron technology, for manufacturers' metal parts across various industries.
Advanced ManufacturingHardwareNew MaterialsFlorida, US
PartnerKevin Landis· solo GP
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.




















