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) 232

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 0.48%
Conglomerates
Consumer Cyclical 0.34%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.79%
Technology 68.81%
Transportation
Utilities 0.18%

26 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ORACLE CORP COM -1,194 Sold Out 0
CORNING INC COM 193 -1,020 (84.09) 9,460
KONINKLIJKE PHILIPS N V NY REG SH NEW 347 -874 (71.56) 11,378
QUANTA SVCS INC COM 370 -925 (71.43) 10,000
3M CO COM 484 -587 (54.8) 3,300
SKYWORKS SOLUTIONS INC COM 3,461 -3,461 (50) 60,000
HONEYWELL INTL INC COM 587 -483 (45.13) 6,080
APPLE INC COM 8,834 -7,067 (44.44) 87,500
ABB LTD SPONSORED ADR 667 -460 (40.82) 29,000
JOHNSON CTLS INC COM 707 -372 (34.48) 15,200
BAIDU INC SPON ADR REP A 4,499 -2,249 (33.33) 20,000
PRAXAIR INC COM 721 -267 (27.03) 5,400
SOLARCITY CORP COM 969 -323 (25) 15,000
SUNEDISON INC COM 1,023 -306 (23.03) 50,130
VERIFONE SYS INC COM 1,465 -366 (20) 40,000
SUNPOWER CORP COM 951 -183 (16.17) 25,931
GT ADVANCED TECHNOLOGIES INC COM 6,773 -949 (12.29) 606,900
QUALCOMM INC COM 5,665 -755 (11.77) 75,000
AMBARELLA INC SHS 3,875 3,875 New 100,000
ITRON INC COM 224 224 New 5,565