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 0.74%
Capital Goods 0.48%
Conglomerates
Consumer Cyclical 0.33%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.71%
Technology 69.2%
Transportation
Utilities 0.19%

8 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMBARELLA INC SHS 4,367 4,367 New 100,000
ITRON INC COM 219 219 New 5,565
ROCKET FUEL INC COM 948 948 New 60,000
RUCKUS WIRELESS INC COM 2,004 2,004 New 150,000
TWITTER INC COM 57,058 5,158 9.94 1,106,200
MATTSON TECHNOLOGY INC COM 8,102 3,162 64 3,280,000
GOGO INC COM 843 337 66.67 50,000
EXAR CORP COM 1,969 895 83.33 220,000