FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 3
Increased Positions 9
Decreased Positions 17
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 186

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 14.34%
Technology 81.93%
Transportation
Utilities 0.17%

59 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 16,647 16,647 New 30,000
LAM RESEARCH CORP COM 13,071 7,689 142.86 170,000
QUALCOMM INC COM 12,085 6,906 133.33 175,000
MATTSON TECHNOLOGY INC COM 11,447 New 3,280,000
APPLE INC COM 9,974 New 77,500
ARM HLDGS PLC SPONSORED ADR 9,274 5,152 125 180,000
WORKDAY INC CL A 9,074 9,074 New 100,000
AMAZON COM INC COM 8,461 New 20,000
INVENSENSE INC COM 8,076 6,212 333.33 520,000
AMBARELLA INC SHS 7,540 New 100,000
FACEBOOK INC CL A 6,305 New 80,000
SKYWORKS SOLUTIONS INC COM 5,947 New 60,000
EQUINIX INC COM PAR $0.001 5,305 122 2.36 20,472
PALO ALTO NETWORKS INC COM 4,583 1,528 50 30,000
BAIDU INC SPON ADR REP A 4,074 New 20,000
WESTERN DIGITAL CORP COM 3,980 3,980 New 40,000
ADOBE SYS INC COM 3,793 New 50,000
TWITTER INC COM 3,788 -38,115 (90.96) 100,000
PANDORA MEDIA INC COM 3,624 New 200,000
GOOGLE INC CL A 3,317 New 6,000