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) 226

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

Sector Weighting

Basic Materials 0.89%
Capital Goods 1.12%
Conglomerates
Consumer Cyclical 0.52%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 2.86%
Technology 73.61%
Transportation
Utilities 0.18%

21 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAM RESEARCH CORP COM 4,752 1,358 40 70,000
MATTSON TECHNOLOGY INC COM 4,180 3,277 362.96 2,000,000
ADOBE SYS INC COM 3,595 3,595 New 50,000
LINKEDIN CORP COM CL A 2,809 1,873 200 15,000
SINA CORP ORD 2,775 2,775 New 55,000
PALO ALTO NETWORKS INC COM 1,684 842 100 20,000
SOLARCITY CORP COM 1,486 743 100 20,000
SUNEDISON INC COM 1,370 631 85.40 65,130
KONINKLIJKE PHILIPS N V NY REG SH NEW 1,262 1,262 New 40,000
QUANTA SVCS INC COM 1,224 525 75 35,000
EXAR CORP COM 1,183 99 9.09 120,000
SUNPOWER CORP COM 1,183 765 182.97 30,931
ABB LTD SPONSORED ADR 1,150 469 68.97 49,000
JOHNSON CTLS INC COM 1,118 723 182.93 23,200
ROCKWOOD HLDGS INC COM 1,062 408 62.50 13,000
3M CO COM 1,049 575 121.21 7,300
HONEYWELL INTL INC COM 1,042 753 259.74 11,080
FIRST SOLAR INC COM 984 656 200 15,000
CREE INC COM 974 487 100 20,000
PRAXAIR INC COM 956 517 117.65 7,400