FIRSTHAND CAPITAL MANAGEMENT, INC. Information

150 ALMADEN BLVD., SAN JOSE, California, 95113, (408) 624-9530

Report Date: 03/31/2014

Position Statistics

Total Positions 55
New Positions 3
Increased Positions 21
Decreased Positions 2
Positions with Activity 23
Sold Out Positions 2
Total Mkt Value (in $ millions) 221

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.92%
Capital Goods 1.16%
Conglomerates
Consumer Cyclical 0.54%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.25%
Technology 76.09%
Transportation
Utilities 0.19%

55 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 50,986 New 680,000
TWITTER INC COM 38,950 New 1,006,200
APPLE INC COM 15,282 New 157,500
GT ADVANCED TECHNOLOGIES INC COM 10,351 New 691,900
AMAZON COM INC COM 7,172 New 20,000
QUALCOMM INC COM 6,475 New 85,000
SKYWORKS SOLUTIONS INC COM 6,318 New 120,000
BAIDU INC SPON ADR REP A 6,128 New 30,000
PANDORA MEDIA INC COM 5,744 New 200,000
LAM RESEARCH CORP COM 4,893 1,398 40 70,000
MATTSON TECHNOLOGY INC COM 4,380 3,434 362.96 2,000,000
EQUINIX INC COM NEW 4,342 New 20,000
INTEVAC INC COM 4,061 New 560,956
VMWARE INC CL A COM 3,864 New 40,000
ADOBE SYS INC COM 3,640 3,640 New 50,000
GOOGLE INC CL A 3,618 New 6,000
GOOGLE INC CL C 3,560 New 6,000
ARM HLDGS PLC SPONSORED ADR 3,546 New 80,000
SINA CORP ORD 2,720 2,720 New 55,000
LINKEDIN CORP COM CL A 2,671 1,781 200 15,000