FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 54
New Positions 2
Increased Positions 4
Decreased Positions 8
Positions with Activity 12
Sold Out Positions 1
Total Mkt Value (in $ millions) 118

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

Sector Weighting

Basic Materials 0.24%
Capital Goods 0.46%
Conglomerates
Consumer Cyclical 0.27%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 7.77%
Technology 80.5%
Transportation
Utilities 0.14%

54 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MATTSON TECHNOLOGY INC COM 13,797 New 3,780,000
FACEBOOK INC CL A 7,055 New 60,000
APPLE INC COM 5,390 New 57,500
INVENSENSE INC COM 5,376 -768 (12.5) 700,000
SUNRUN INC COM 5,318 New 674,820
ARISTA NETWORKS INC COM 4,997 333 7.14 75,000
LAM RESEARCH CORP COM 4,966 -382 (7.14) 65,000
EQUINIX INC COM PAR $0.001 4,964 -1,799 (26.6) 15,027
ADOBE SYS INC COM 4,240 -471 (10) 45,000
ALPHABET INC CAP STK CL C 4,169 New 6,016
BAIDU INC SPON ADR REP A 3,886 New 20,000
QUALCOMM INC COM 3,789 New 75,000
SKYWORKS SOLUTIONS INC COM 3,341 New 50,000
AMAZON COM INC COM 3,298 -3,298 (50) 5,000
ARM HLDGS PLC SPONSORED ADR 3,295 New 80,000
NETFLIX INC COM 3,151 New 35,000
PALO ALTO NETWORKS INC COM 3,017 -1,509 (33.33) 20,000
WORKDAY INC CL A 2,999 750 33.33 40,000
SINA CORP ORD 2,755 New 55,000
RUCKUS WIRELESS INC COM 2,061 New 150,000