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) 224

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 0.36%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.9%
Technology 71.65%
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
FACEBOOK INC CL A 51,197 New 680,000
TWITTER INC COM 49,879 4,509 9.94 1,106,200
GT ADVANCED TECHNOLOGIES INC COM 11,167 -1,564 (12.29) 606,900
APPLE INC COM 8,796 -7,037 (44.44) 87,500
MATTSON TECHNOLOGY INC COM 7,183 2,803 64 3,280,000
AMAZON COM INC COM 6,703 New 20,000
QUALCOMM INC COM 5,635 -751 (11.77) 75,000
PANDORA MEDIA INC COM 5,564 New 200,000
LAM RESEARCH CORP COM 4,978 New 70,000
EQUINIX INC COM NEW 4,414 New 20,000
BAIDU INC SPON ADR REP A 4,364 -2,182 (33.33) 20,000
VMWARE INC CL A COM 4,108 New 40,000
INTEVAC INC COM 3,887 New 560,956
ARM HLDGS PLC SPONSORED ADR 3,752 New 80,000
ADOBE SYS INC COM 3,603 New 50,000
GOOGLE INC CL A 3,583 New 6,000
GOOGLE INC CL C 3,521 New 6,000
SKYWORKS SOLUTIONS INC COM 3,323 -3,323 (50) 60,000
LINKEDIN CORP COM CL A 3,251 New 15,000
AMBARELLA INC SHS 3,077 3,077 New 100,000