FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 58
New Positions 3
Increased Positions 4
Decreased Positions 15
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 163

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

Sector Weighting

Basic Materials 0.17%
Capital Goods 0.38%
Conglomerates
Consumer Cyclical 0.24%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.22%
Technology 83.9%
Transportation
Utilities 0.18%

19 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NETFLIX INC COM 7,483 -14,966 (66.67) 70,000
ARM HLDGS PLC SPONSORED ADR 3,734 -4,668 (55.56) 80,000
WORKDAY INC CL A 4,158 -4,158 (50) 50,000
AMBARELLA INC SHS 8,348 -3,578 (30) 70,000
APPLE INC COM 8,328 -1,234 (12.9) 67,500
SKYWORKS SOLUTIONS INC COM 4,784 -957 (16.67) 50,000
FACEBOOK INC CL A 6,670 -953 (12.5) 70,000
ESCO TECHNOLOGIES INC COM -372 Sold Out 0
UNITED TECHNOLOGIES CORP COM -247 Sold Out 0
HONEYWELL INTL INC COM 217 -208 (49.02) 2,080
SOLARCITY CORP COM 588 -140 (19.23) 10,500
SUNEDISON INC COM 674 -129 (16.06) 26,130
SUNPOWER CORP COM 537 -128 (19.28) 20,931
JOHNSON CTLS INC COM 364 -89 (19.61) 8,200
POWER INTEGRATIONS INC COM 382 -39 (9.26) 9,799
ASPEN AEROGELS INC COM 162 162 New 25,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR 189 189 New 8,000
YELP INC CL A 335 335 New 10,000
INVENSENSE INC COM 8,582 1,609 23.08 640,000