FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 55
New Positions 3
Increased Positions 21
Decreased Positions 2
Positions with Activity 23
Sold Out Positions 2
Total Mkt Value (in $ millions) 213

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

Sector Weighting

Basic Materials 0.92%
Capital Goods 1.2%
Conglomerates
Consumer Cyclical 0.58%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.26%
Technology 75.46%
Transportation
Utilities 0.19%

23 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ITRON INC COM -227 Sold Out 0
YANDEX N V SHS CLASS A -161 Sold Out 0
GOGO INC COM 497 332 200 30,000
FIRST SOLAR INC COM 951 634 200 15,000
PRAXAIR INC COM 974 526 117.65 7,400
CREE INC COM 977 488 100 20,000
ROCKWOOD HLDGS INC COM 981 377 62.50 13,000
HONEYWELL INTL INC COM 1,051 759 259.74 11,080
3M CO COM 1,053 577 121.21 7,300
ABB LTD SPONSORED ADR 1,117 456 68.97 49,000
JOHNSON CTLS INC COM 1,177 761 182.93 23,200
SUNPOWER CORP COM 1,192 771 182.97 30,931
QUANTA SVCS INC COM 1,219 522 75 35,000
EXAR CORP COM 1,255 105 9.09 120,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 1,264 1,264 New 40,000
SOLARCITY CORP COM 1,316 658 100 20,000
PALO ALTO NETWORKS INC COM 1,538 769 100 20,000
SUNEDISON INC COM 1,566 722 85.40 65,130
LINKEDIN CORP COM CL A 2,349 1,566 200 15,000
SINA CORP ORD 2,567 2,567 New 55,000


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