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) 179

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 12.11%
Technology 83.39%
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
ALBEMARLE CORP COM -322 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM -34 Sold Out 0
ICAD INC COM NEW -183 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -211 Sold Out 0
TWITTER INC COM 5,001 -50,320 (90.96) 100,000
PRAXAIR INC COM 288 -360 (55.56) 2,400
INTEVAC INC COM 1,605 -1,018 (38.81) 259,683
SUNEDISON INC COM 758 -463 (37.9) 31,130
FIRST SOLAR INC COM 596 -298 (33.33) 10,000
HONEYWELL INTL INC COM 420 -206 (32.9) 4,080
JOHNSON CTLS INC COM 501 -245 (32.9) 10,200
POWER INTEGRATIONS INC COM 567 -263 (31.65) 10,799
ABB LTD SPONSORED ADR 426 -192 (31.03) 20,000
3M CO COM 376 -164 (30.3) 2,300
COVANTA HLDG CORP COM 323 -108 (25) 15,000
CREE INC COM 525 -175 (25) 15,000
SOLARCITY CORP COM 652 -100 (13.33) 13,000
NETFLIX INC COM 12,443 12,443 New 30,000
WESTERN DIGITAL CORP COM 3,709 3,709 New 40,000
WORKDAY INC CL A 8,506 8,506 New 100,000