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) 221

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

Sector Weighting

Basic Materials 0.92%
Capital Goods 1.16%
Conglomerates
Consumer Cyclical 0.54%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.25%
Technology 76.09%
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 1,059 581 121.21 7,300
ABB LTD SPONSORED ADR 1,176 480 68.97 49,000
ADOBE SYS INC COM 3,640 3,640 New 50,000
CREE INC COM 971 486 100 20,000
EXAR CORP COM 1,243 104 9.09 120,000
FIRST SOLAR INC COM 950 633 200 15,000
GOGO INC COM 506 337 200 30,000
HONEYWELL INTL INC COM 1,064 768 259.74 11,080
ITRON INC COM -207 Sold Out 0
JOHNSON CTLS INC COM 1,128 729 182.93 23,200
KONINKLIJKE PHILIPS N V NY REG SH NEW 1,280 1,280 New 40,000
LAM RESEARCH CORP COM 4,893 1,398 40 70,000
LINKEDIN CORP COM CL A 2,671 1,781 200 15,000
MATTSON TECHNOLOGY INC COM 4,380 3,434 362.96 2,000,000
PALO ALTO NETWORKS INC COM 1,683 841 100 20,000
PRAXAIR INC COM 956 517 117.65 7,400
QUANTA SVCS INC COM 1,224 525 75 35,000
ROCKWOOD HLDGS INC COM 1,070 412 62.50 13,000
SINA CORP ORD 2,720 2,720 New 55,000
SOLARCITY CORP COM 1,443 722 100 20,000