FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 58
New Positions 2
Increased Positions 10
Decreased Positions 15
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 142

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

Sector Weighting

Basic Materials 0.18%
Capital Goods 0.35%
Conglomerates
Consumer Cyclical 0.23%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 8.14%
Technology 82.56%
Transportation
Utilities 0.14%

25 Activity Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
WORKDAY INC CL A 2,108 -1,405 (40) 30,000
YELP INC CL A 728 486 200 30,000
GOOGLE INC CL C 3,719 10 .27 6,016
3M CO COM 256 -71 (21.74) 1,800
AMAZON COM INC COM 5,129 -5,129 (50) 10,000
APPLE INC COM 6,484 -1,128 (14.82) 57,500
ARISTA NETWORKS INC COM 5,235 5,235 New 70,000
ASPEN AEROGELS INC COM 224 37 20 30,000
COVANTA HLDG CORP COM 198 -99 (33.33) 10,000
E M C CORP MASS COM -1,244 Sold Out 0
EXAR CORP COM 1,593 295 22.73 270,000
INVENSENSE INC COM 8,168 1,634 25 800,000
ITRON INC COM -167 Sold Out 0
JOHNSON CTLS INC COM 296 -41 (12.2) 7,200
LAM RESEARCH CORP COM 5,094 -7,277 (58.82) 70,000
MATTSON TECHNOLOGY INC COM 10,622 1,405 15.24 3,780,000
NETFLIX INC COM 4,026 -4,026 (50) 35,000
ROCKET FUEL INC COM 4,046 3,678 1,000 660,000
SUNEDISON INC COM 220 -52 (19.14) 21,130
SUNPOWER CORP COM 484 -24 (4.78) 19,931