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) 188

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 0.52%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 12.65%
Technology 83.15%
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
MATTSON TECHNOLOGY INC COM 15,678 New 3,280,000
NETFLIX INC COM 14,247 14,247 New 30,000
LAM RESEARCH CORP COM 14,018 8,246 142.86 170,000
QUALCOMM INC COM 12,689 7,251 133.33 175,000
APPLE INC COM 9,956 New 77,500
ARM HLDGS PLC SPONSORED ADR 9,625 5,347 125 180,000
INVENSENSE INC COM 8,668 6,668 333.33 520,000
WORKDAY INC CL A 8,550 8,550 New 100,000
AMAZON COM INC COM 7,603 New 20,000
FACEBOOK INC CL A 6,318 New 80,000
AMBARELLA INC SHS 5,739 New 100,000
SKYWORKS SOLUTIONS INC COM 5,265 New 60,000
TWITTER INC COM 4,808 -48,378 (90.96) 100,000
EQUINIX INC COM PAR $0.001 4,589 106 2.36 20,472
WESTERN DIGITAL CORP COM 4,279 4,279 New 40,000
PALO ALTO NETWORKS INC COM 4,267 1,422 50 30,000
BAIDU INC SPON ADR REP A 4,075 New 20,000
LINKEDIN CORP COM CL A 4,008 New 15,000
ADOBE SYS INC COM 3,955 New 50,000
GOOGLE INC CL A 3,376 New 6,000