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) 230

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

Sector Weighting

Basic Materials 0.77%
Capital Goods 0.48%
Conglomerates
Consumer Cyclical 0.35%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.86%
Technology 70.06%
Transportation
Utilities 0.18%

26 Activity Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 475 -576 (54.8) 3,300
ABB LTD SPONSORED ADR 660 -455 (40.82) 29,000
AMBARELLA INC SHS 3,425 3,425 New 100,000
APPLE INC COM 8,969 -7,175 (44.44) 87,500
BAIDU INC SPON ADR REP A 4,290 -2,145 (33.33) 20,000
CORNING INC COM 197 -1,043 (84.09) 9,460
EXAR CORP COM 2,193 997 83.33 220,000
GOGO INC COM 847 339 66.67 50,000
GT ADVANCED TECHNOLOGIES INC COM 10,809 -1,514 (12.29) 606,900
HONEYWELL INTL INC COM 579 -476 (45.13) 6,080
ITRON INC COM 235 235 New 5,565
JOHNSON CTLS INC COM 742 -390 (34.48) 15,200
KONINKLIJKE PHILIPS N V NY REG SH NEW 347 -874 (71.56) 11,378
MATTSON TECHNOLOGY INC COM 8,069 3,149 64 3,280,000
ORACLE CORP COM -1,246 Sold Out 0
PRAXAIR INC COM 710 -263 (27.03) 5,400
QUALCOMM INC COM 5,708 -761 (11.77) 75,000
QUANTA SVCS INC COM 363 -909 (71.43) 10,000
ROCKET FUEL INC COM 977 977 New 60,000
RUCKUS WIRELESS INC COM 2,087 2,087 New 150,000