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) 217

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

Sector Weighting

Basic Materials 0.94%
Capital Goods 1.18%
Conglomerates
Consumer Cyclical 0.55%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.3%
Technology 76.13%
Transportation
Utilities 0.19%

21 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ADOBE SYS INC COM 3,602 3,602 New 50,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 1,276 1,276 New 40,000
SINA CORP ORD 2,730 2,730 New 55,000
EXAR CORP COM 1,253 104 9.09 120,000
LAM RESEARCH CORP COM 4,947 1,413 40 70,000
ROCKWOOD HLDGS INC COM 1,074 413 62.50 13,000
ABB LTD SPONSORED ADR 1,166 476 68.97 49,000
QUANTA SVCS INC COM 1,237 530 75 35,000
SUNEDISON INC COM 1,411 650 85.40 65,130
CREE INC COM 979 490 100 20,000
PALO ALTO NETWORKS INC COM 1,630 815 100 20,000
SOLARCITY CORP COM 1,388 694 100 20,000
PRAXAIR INC COM 971 525 117.65 7,400
3M CO COM 1,056 579 121.21 7,300
JOHNSON CTLS INC COM 1,135 734 182.93 23,200
SUNPOWER CORP COM 1,196 773 182.97 30,931
FIRST SOLAR INC COM 942 628 200 15,000
GOGO INC COM 509 339 200 30,000
LINKEDIN CORP COM CL A 2,577 1,718 200 15,000
HONEYWELL INTL INC COM 1,070 773 259.74 11,080