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) 192

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.29%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 15.03%
Technology 81.36%
Transportation
Utilities 0.18%

26 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALBEMARLE CORP COM -386 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM -27 Sold Out 0
ICAD INC COM NEW -99 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -226 Sold Out 0
3M CO COM 370 -161 (30.3) 2,300
PRAXAIR INC COM 293 -366 (55.56) 2,400
HONEYWELL INTL INC COM 432 -212 (32.9) 4,080
FIRST SOLAR INC COM 551 -275 (33.33) 10,000
JOHNSON CTLS INC COM 523 -256 (32.9) 10,200
POWER INTEGRATIONS INC COM 538 -249 (31.65) 10,799
SOLARCITY CORP COM 814 -125 (13.33) 13,000
COVANTA HLDG CORP COM 341 -114 (25) 15,000
CREE INC COM 457 -152 (25) 15,000
ABB LTD SPONSORED ADR 434 -195 (31.03) 20,000
EQUINIX INC COM PAR $0.001 5,486 126 2.36 20,472
NETFLIX INC COM 18,656 18,656 New 30,000
PALO ALTO NETWORKS INC COM 4,886 1,629 50 30,000
SUNEDISON INC COM 955 -583 (37.9) 31,130
WESTERN DIGITAL CORP COM 3,809 3,809 New 40,000
TWITTER INC COM 3,660 -36,827 (90.96) 100,000