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) 179

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 0.53%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 12.26%
Technology 83.26%
Transportation
Utilities 0.19%

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 -320 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM -34 Sold Out 0
ICAD INC COM NEW -181 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -209 Sold Out 0
PRAXAIR INC COM 289 -361 (55.56) 2,400
COVANTA HLDG CORP COM 334 -111 (25) 15,000
3M CO COM 374 -163 (30.3) 2,300
HONEYWELL INTL INC COM 416 -204 (32.9) 4,080
ABB LTD SPONSORED ADR 428 -193 (31.03) 20,000
JOHNSON CTLS INC COM 498 -244 (32.9) 10,200
CREE INC COM 546 -182 (25) 15,000
POWER INTEGRATIONS INC COM 575 -266 (31.65) 10,799
FIRST SOLAR INC COM 601 -300 (33.33) 10,000
SOLARCITY CORP COM 657 -101 (13.33) 13,000
SUNEDISON INC COM 742 -453 (37.9) 31,130
INTEVAC INC COM 1,639 -1,039 (38.81) 259,683
WESTERN DIGITAL CORP COM 3,785 3,785 New 40,000
PALO ALTO NETWORKS INC COM 4,159 1,386 50 30,000
EQUINIX INC COM PAR $0.001 4,685 108 2.36 20,472
TWITTER INC COM 4,950 -49,807 (90.96) 100,000