FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 3
Increased Positions 9
Decreased Positions 17
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 189

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.31%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 14.51%
Technology 81.1%
Transportation
Utilities 0.17%

26 Activity Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 366 -159 (30.3) 2,300
ABB LTD SPONSORED ADR 434 -195 (31.03) 20,000
ALBEMARLE CORP COM -368 Sold Out 0
ARM HLDGS PLC SPONSORED ADR 9,650 5,361 125 180,000
COVANTA HLDG CORP COM 315 -105 (25) 15,000
CREE INC COM 478 -159 (25) 15,000
EQUINIX INC COM PAR $0.001 5,037 116 2.36 20,472
FIRST SOLAR INC COM 634 -317 (33.33) 10,000
GT ADVANCED TECHNOLOGIES INC COM -29 Sold Out 0
HONEYWELL INTL INC COM 418 -205 (32.9) 4,080
ICAD INC COM NEW -215 Sold Out 0
INTEVAC INC COM 1,350 -857 (38.81) 259,683
INVENSENSE INC COM 8,055 6,196 333.33 520,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR -233 Sold Out 0
JOHNSON CTLS INC COM 535 -262 (32.9) 10,200
LAM RESEARCH CORP COM 13,039 7,670 142.86 170,000
NETFLIX INC COM 16,752 16,752 New 30,000
PALO ALTO NETWORKS INC COM 4,615 1,538 50 30,000
POWER INTEGRATIONS INC COM 542 -251 (31.65) 10,799
PRAXAIR INC COM 294 -367 (55.56) 2,400