FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 58
New Positions 3
Increased Positions 4
Decreased Positions 15
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 0.18%
Capital Goods 0.4%
Conglomerates
Consumer Cyclical 0.28%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.72%
Technology 85.27%
Transportation
Utilities 0.2%

58 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAM RESEARCH CORP COM 13,986 New 170,000
MATTSON TECHNOLOGY INC COM 11,021 New 3,280,000
QUALCOMM INC COM 11,008 New 175,000
INVENSENSE INC COM 9,472 1,776 23.08 640,000
AMAZON COM INC COM 8,748 New 20,000
APPLE INC COM 8,546 -1,266 (12.9) 67,500
AMBARELLA INC SHS 7,132 -3,056 (30) 70,000
NETFLIX INC COM 6,555 -13,109 (66.67) 10,000
FACEBOOK INC CL A 6,084 -869 (12.5) 70,000
PALO ALTO NETWORKS INC COM 5,284 New 30,000
EQUINIX INC COM PAR $0.001 5,233 New 20,472
SKYWORKS SOLUTIONS INC COM 5,196 -1,039 (16.67) 50,000
ADOBE SYS INC COM 4,047 New 50,000
BAIDU INC SPON ADR REP A 3,974 New 20,000
ARM HLDGS PLC SPONSORED ADR 3,940 -4,925 (55.56) 80,000
WORKDAY INC CL A 3,795 -3,795 (50) 50,000
TWITTER INC COM 3,540 New 100,000
GOOGLE INC CL A 3,260 New 6,000
WESTERN DIGITAL CORP COM 3,178 New 40,000
GOOGLE INC CL C 3,131 New 6,000