FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 57
New Positions 4
Increased Positions 8
Decreased Positions 18
Positions with Activity 26
Sold Out Positions 1
Total Mkt Value (in $ millions) 228

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

Sector Weighting

Basic Materials 0.78%
Capital Goods 0.49%
Conglomerates
Consumer Cyclical 0.34%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.77%
Technology 69.47%
Transportation
Utilities 0.19%

57 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 56,084 5,070 9.94 1,106,200
FACEBOOK INC CL A 51,972 New 680,000
APPLE INC COM 8,888 -7,111 (44.44) 87,500
MATTSON TECHNOLOGY INC COM 8,561 3,341 64 3,280,000
GT ADVANCED TECHNOLOGIES INC COM 7,058 -989 (12.29) 606,900
AMAZON COM INC COM 6,480 New 20,000
QUALCOMM INC COM 5,687 -758 (11.77) 75,000
PANDORA MEDIA INC COM 5,416 New 200,000
LAM RESEARCH CORP COM 5,278 New 70,000
BAIDU INC SPON ADR REP A 4,382 -2,191 (33.33) 20,000
EQUINIX INC COM NEW 4,335 New 20,000
INTEVAC INC COM 3,831 New 560,956
VMWARE INC CL A COM 3,780 New 40,000
AMBARELLA INC SHS 3,755 3,755 New 100,000
ARM HLDGS PLC SPONSORED ADR 3,687 New 80,000
GOOGLE INC CL A 3,560 New 6,000
GOOGLE INC CL C 3,509 New 6,000
ADOBE SYS INC COM 3,365 New 50,000
SKYWORKS SOLUTIONS INC COM 3,353 -3,353 (50) 60,000
LINKEDIN CORP COM CL A 3,151 New 15,000