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) 228

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

Sector Weighting

Basic Materials 0.77%
Capital Goods 0.49%
Conglomerates
Consumer Cyclical 0.35%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.94%
Technology 70.57%
Transportation
Utilities 0.18%

8 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ITRON INC COM 233 233 New 5,565
GOGO INC COM 860 344 66.67 50,000
ROCKET FUEL INC COM 934 934 New 60,000
EXAR CORP COM 2,094 952 83.33 220,000
RUCKUS WIRELESS INC COM 2,100 2,100 New 150,000
MATTSON TECHNOLOGY INC COM 7,938 3,098 64 3,280,000
AMBARELLA INC SHS 3,312 3,312 New 100,000
TWITTER INC COM 53,164 4,806 9.94 1,106,200