FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 58
New Positions 2
Increased Positions 2
Decreased Positions 7
Positions with Activity 9
Sold Out Positions 2
Total Mkt Value (in $ millions) 159

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

Sector Weighting

Basic Materials 0.6%
Capital Goods 0.69%
Conglomerates
Consumer Cyclical 0.49%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0.1%
Services 4.92%
Technology 67.03%
Transportation
Utilities 0.26%

58 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 40,575 New 1,106,200
MATTSON TECHNOLOGY INC COM 11,316 New 3,280,000
APPLE INC COM 9,215 -1,189 (11.43) 77,500
FACEBOOK INC CL A 6,240 -46,800 (88.24) 80,000
AMAZON COM INC COM 6,236 New 20,000
AMBARELLA INC SHS 5,668 New 100,000
LAM RESEARCH CORP COM 5,591 New 70,000
SKYWORKS SOLUTIONS INC COM 5,051 New 60,000
QUALCOMM INC COM 4,777 New 75,000
EQUINIX INC COM PAR $0.001 4,438 New 20,000
BAIDU INC SPON ADR REP A 4,408 New 20,000
ARM HLDGS PLC SPONSORED ADR 3,819 New 80,000
ADOBE SYS INC COM 3,582 New 50,000
PANDORA MEDIA INC COM 3,374 New 200,000
LINKEDIN CORP COM CL A 3,346 New 15,000
GOOGLE INC CL A 3,079 New 6,000
GOOGLE INC CL C 3,064 New 6,000
INTEVAC INC COM 2,835 -912 (24.34) 424,414
PALO ALTO NETWORKS INC COM 2,586 New 20,000
AKAMAI TECHNOLOGIES INC COM 2,398 New 40,000