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) 218

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

Sector Weighting

Basic Materials 0.76%
Capital Goods 0.49%
Conglomerates
Consumer Cyclical 0.34%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.72%
Technology 68.93%
Transportation
Utilities 0.2%

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 -1,147 Sold Out 0
CORNING INC COM 177 -934 (84.09) 9,460
KONINKLIJKE PHILIPS N V NY REG SH NEW 304 -764 (71.56) 11,378
QUANTA SVCS INC COM 325 -812 (71.43) 10,000
3M CO COM 479 -580 (54.8) 3,300
SKYWORKS SOLUTIONS INC COM 3,320 -3,320 (50) 60,000
HONEYWELL INTL INC COM 569 -468 (45.13) 6,080
APPLE INC COM 9,173 -7,338 (44.44) 87,500
ABB LTD SPONSORED ADR 620 -428 (40.82) 29,000
JOHNSON CTLS INC COM 650 -342 (34.48) 15,200
BAIDU INC SPON ADR REP A 4,341 -2,170 (33.33) 20,000
PRAXAIR INC COM 684 -253 (27.03) 5,400
SOLARCITY CORP COM 812 -271 (25) 15,000
SUNEDISON INC COM 937 -280 (23.03) 50,130
VERIFONE SYS INC COM 1,362 -341 (20) 40,000
SUNPOWER CORP COM 809 -156 (16.17) 25,931
GT ADVANCED TECHNOLOGIES INC COM 495 -69 (12.29) 606,900
QUALCOMM INC COM 5,636 -751 (11.77) 75,000
AMBARELLA INC SHS 4,138 4,138 New 100,000
ITRON INC COM 213 213 New 5,565