FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 58
New Positions 3
Increased Positions 4
Decreased Positions 15
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 166

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

Sector Weighting

Basic Materials 0.18%
Capital Goods 0.4%
Conglomerates
Consumer Cyclical 0.29%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.22%
Technology 85.76%
Transportation
Utilities 0.2%

19 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ESCO TECHNOLOGIES INC COM -376 Sold Out 0
UNITED TECHNOLOGIES CORP COM -293 Sold Out 0
ASPEN AEROGELS INC COM 173 173 New 25,000
HONEYWELL INTL INC COM 217 -209 (49.02) 2,080
JINKOSOLAR HLDG CO LTD SPONSORED ADR 232 232 New 8,000
JOHNSON CTLS INC COM 433 -106 (19.61) 8,200
YELP INC CL A 486 486 New 10,000
POWER INTEGRATIONS INC COM 491 -50 (9.26) 9,799
SOLARCITY CORP COM 636 -152 (19.23) 10,500
SUNPOWER CORP COM 645 -154 (19.28) 20,931
SUNEDISON INC COM 796 -152 (16.06) 26,130
WORKDAY INC CL A 3,990 -3,990 (50) 50,000
ARM HLDGS PLC SPONSORED ADR 4,199 -5,249 (55.56) 80,000
SKYWORKS SOLUTIONS INC COM 5,406 -1,081 (16.67) 50,000
FACEBOOK INC CL A 5,631 -804 (12.5) 70,000
NETFLIX INC COM 6,239 -12,478 (66.67) 10,000
AMBARELLA INC SHS 6,455 -2,766 (30) 70,000
APPLE INC COM 8,772 -1,300 (12.9) 67,500
INVENSENSE INC COM 9,018 1,691 23.08 640,000


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