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) 181

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 0.53%
Conglomerates
Consumer Cyclical 0.31%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 12.19%
Technology 83.36%
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
TWITTER INC COM 4,989 -50,199 (90.96) 100,000
INTEVAC INC COM 1,623 -1,030 (38.81) 259,683
SUNEDISON INC COM 753 -460 (37.9) 31,130
PRAXAIR INC COM 292 -365 (55.56) 2,400
ALBEMARLE CORP COM -327 Sold Out 0
FIRST SOLAR INC COM 607 -303 (33.33) 10,000
POWER INTEGRATIONS INC COM 571 -264 (31.65) 10,799
JOHNSON CTLS INC COM 508 -249 (32.9) 10,200
HONEYWELL INTL INC COM 428 -210 (32.9) 4,080
JINKOSOLAR HLDG CO LTD SPONSORED ADR -208 Sold Out 0
ABB LTD SPONSORED ADR 427 -192 (31.03) 20,000
ICAD INC COM NEW -186 Sold Out 0
CREE INC COM 531 -177 (25) 15,000
3M CO COM 382 -166 (30.3) 2,300
COVANTA HLDG CORP COM 327 -109 (25) 15,000
SOLARCITY CORP COM 657 -101 (13.33) 13,000
GT ADVANCED TECHNOLOGIES INC COM -36 Sold Out 0
EQUINIX INC COM PAR $0.001 4,795 111 2.36 20,472
PALO ALTO NETWORKS INC COM 4,458 1,486 50 30,000
WESTERN DIGITAL CORP COM 3,717 3,717 New 40,000