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) 224

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

Sector Weighting

Basic Materials 0.79%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.35%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.82%
Technology 69.61%
Transportation
Utilities 0.19%

18 DECREASED Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 477 -578 (54.8) 3,300
ABB LTD SPONSORED ADR 661 -456 (40.82) 29,000
APPLE INC COM 8,893 -7,114 (44.44) 87,500
BAIDU INC SPON ADR REP A 4,215 -2,107 (33.33) 20,000
CORNING INC COM 195 -1,030 (84.09) 9,460
GT ADVANCED TECHNOLOGIES INC COM 7,210 -1,010 (12.29) 606,900
HONEYWELL INTL INC COM 575 -473 (45.13) 6,080
JOHNSON CTLS INC COM 700 -368 (34.48) 15,200
KONINKLIJKE PHILIPS N V NY REG SH NEW 345 -867 (71.56) 11,378
ORACLE CORP COM -1,220 Sold Out 0
PRAXAIR INC COM 710 -263 (27.03) 5,400
QUALCOMM INC COM 5,631 -751 (11.77) 75,000
QUANTA SVCS INC COM 365 -914 (71.43) 10,000
SKYWORKS SOLUTIONS INC COM 3,240 -3,240 (50) 60,000
SOLARCITY CORP COM 1,010 -337 (25) 15,000
SUNEDISON INC COM 1,010 -302 (23.03) 50,130
SUNPOWER CORP COM 952 -184 (16.17) 25,931
VERIFONE SYS INC COM 1,471 -368 (20) 40,000