FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 57
New Positions 4
Increased Positions 8
Decreased Positions 18
Positions with Activity 26
Sold Out Positions 1
Total Mkt Value (in $ millions) 225

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

Sector Weighting

Basic Materials 0.77%
Capital Goods 0.49%
Conglomerates
Consumer Cyclical 0.36%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.86%
Technology 71.32%
Transportation
Utilities 0.19%

26 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
APPLE INC COM 8,866 -7,092 (44.44) 87,500
SKYWORKS SOLUTIONS INC COM 3,309 -3,309 (50) 60,000
BAIDU INC SPON ADR REP A 4,284 -2,142 (33.33) 20,000
GT ADVANCED TECHNOLOGIES INC COM 11,015 -1,543 (12.29) 606,900
ORACLE CORP COM -1,249 Sold Out 0
CORNING INC COM 194 -1,027 (84.09) 9,460
QUANTA SVCS INC COM 362 -905 (71.43) 10,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 345 -868 (71.56) 11,378
QUALCOMM INC COM 5,762 -768 (11.77) 75,000
3M CO COM 476 -577 (54.8) 3,300
HONEYWELL INTL INC COM 581 -478 (45.13) 6,080
ABB LTD SPONSORED ADR 659 -455 (40.82) 29,000
JOHNSON CTLS INC COM 736 -388 (34.48) 15,200
SOLARCITY CORP COM 1,061 -354 (25) 15,000
VERIFONE SYS INC COM 1,413 -353 (20) 40,000
SUNEDISON INC COM 1,139 -341 (23.03) 50,130
PRAXAIR INC COM 706 -262 (27.03) 5,400
SUNPOWER CORP COM 975 -188 (16.17) 25,931
ITRON INC COM 231 231 New 5,565
GOGO INC COM 883 353 66.67 50,000