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) 161

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 0.27%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.7%
Technology 85.28%
Transportation
Utilities 0.2%

15 DECREASED Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMBARELLA INC SHS 7,085 -3,036 (30) 70,000
APPLE INC COM 8,535 -1,264 (12.9) 67,500
ARM HLDGS PLC SPONSORED ADR 3,893 -4,866 (55.56) 80,000
ESCO TECHNOLOGIES INC COM -371 Sold Out 0
FACEBOOK INC CL A 6,110 -873 (12.5) 70,000
HONEYWELL INTL INC COM 213 -205 (49.02) 2,080
JOHNSON CTLS INC COM 405 -99 (19.61) 8,200
NETFLIX INC COM 6,583 -13,166 (66.67) 10,000
POWER INTEGRATIONS INC COM 434 -44 (9.26) 9,799
SKYWORKS SOLUTIONS INC COM 5,243 -1,049 (16.67) 50,000
SOLARCITY CORP COM 549 -131 (19.23) 10,500
SUNEDISON INC COM 779 -149 (16.06) 26,130
SUNPOWER CORP COM 575 -137 (19.28) 20,931
UNITED TECHNOLOGIES CORP COM -274 Sold Out 0
WORKDAY INC CL A 3,790 -3,790 (50) 50,000