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) 228

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

Sector Weighting

Basic Materials 0.74%
Capital Goods 0.48%
Conglomerates
Consumer Cyclical 0.33%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.71%
Technology 69.2%
Transportation
Utilities 0.19%

26 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ORACLE CORP COM -1,148 Sold Out 0
3M CO COM 468 -567 (54.8) 3,300
PRAXAIR INC COM 697 -258 (27.03) 5,400
ITRON INC COM 219 219 New 5,565
HONEYWELL INTL INC COM 566 -466 (45.13) 6,080
CORNING INC COM 183 -967 (84.09) 9,460
QUANTA SVCS INC COM 363 -907 (71.43) 10,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 361 -908 (71.56) 11,378
SOLARCITY CORP COM 894 -298 (25) 15,000
JOHNSON CTLS INC COM 669 -352 (34.48) 15,200
BAIDU INC SPON ADR REP A 4,365 -2,182 (33.33) 20,000
SUNPOWER CORP COM 879 -169 (16.17) 25,931
ABB LTD SPONSORED ADR 650 -448 (40.82) 29,000
VERIFONE SYS INC COM 1,375 -344 (20) 40,000
GOGO INC COM 843 337 66.67 50,000
SUNEDISON INC COM 946 -283 (23.03) 50,130
ROCKET FUEL INC COM 948 948 New 60,000
SKYWORKS SOLUTIONS INC COM 3,483 -3,483 (50) 60,000
QUALCOMM INC COM 5,608 -748 (11.77) 75,000
APPLE INC COM 8,816 -7,053 (44.44) 87,500