FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 55
New Positions 3
Increased Positions 21
Decreased Positions 2
Positions with Activity 23
Sold Out Positions 2
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 0.94%
Capital Goods 1.17%
Conglomerates
Consumer Cyclical 0.55%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 2.94%
Technology 76.5%
Transportation
Utilities 0.19%

23 Activity Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 1,062 582 121.21 7,300
ADOBE SYS INC COM 3,635 3,635 New 50,000
CREE INC COM 970 485 100 20,000
EXAR CORP COM 1,170 98 9.09 120,000
FIRST SOLAR INC COM 983 655 200 15,000
GOGO INC COM 492 328 200 30,000
HONEYWELL INTL INC COM 1,054 761 259.74 11,080
ITRON INC COM -204 Sold Out 0
JOHNSON CTLS INC COM 1,129 730 182.93 23,200
LAM RESEARCH CORP COM 4,839 1,383 40 70,000
MATTSON TECHNOLOGY INC COM 4,220 3,308 362.96 2,000,000
PALO ALTO NETWORKS INC COM 1,642 821 100 20,000
PRAXAIR INC COM 964 521 117.65 7,400
QUANTA SVCS INC COM 1,223 524 75 35,000
ROCKWOOD HLDGS INC COM 1,077 414 62.50 13,000
SOLARCITY CORP COM 1,437 719 100 20,000
SUNEDISON INC COM 1,398 644 85.40 65,130
SUNPOWER CORP COM 1,193 771 182.97 30,931
LINKEDIN CORP COM CL A 2,670 1,780 200 15,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 1,266 1,266 New 40,000