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) 192

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.29%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 15.03%
Technology 81.36%
Transportation
Utilities 0.18%

26 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 18,656 18,656 New 30,000
LAM RESEARCH CORP COM 13,784 8,108 142.86 170,000
QUALCOMM INC COM 12,164 6,951 133.33 175,000
ARM HLDGS PLC SPONSORED ADR 9,407 5,226 125 180,000
WORKDAY INC CL A 9,218 9,218 New 100,000
INVENSENSE INC COM 7,316 5,628 333.33 520,000
EQUINIX INC COM PAR $0.001 5,486 126 2.36 20,472
PALO ALTO NETWORKS INC COM 4,886 1,629 50 30,000
WESTERN DIGITAL CORP COM 3,809 3,809 New 40,000
TWITTER INC COM 3,660 -36,827 (90.96) 100,000
INTEVAC INC COM 1,382 -876 (38.81) 259,683
SUNEDISON INC COM 955 -583 (37.9) 31,130
SOLARCITY CORP COM 814 -125 (13.33) 13,000
FIRST SOLAR INC COM 551 -275 (33.33) 10,000
POWER INTEGRATIONS INC COM 538 -249 (31.65) 10,799
JOHNSON CTLS INC COM 523 -256 (32.9) 10,200
CREE INC COM 457 -152 (25) 15,000
ABB LTD SPONSORED ADR 434 -195 (31.03) 20,000
HONEYWELL INTL INC COM 432 -212 (32.9) 4,080
3M CO COM 370 -161 (30.3) 2,300


Create your free portfolio