FIRSTHAND CAPITAL MANAGEMENT, INC. Information

150 ALMADEN BLVD., SAN JOSE, California, 95113, (408) 624-9530

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 3
Increased Positions 9
Decreased Positions 17
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 186

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.52%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 14.19%
Technology 81.27%
Transportation
Utilities 0.18%

9 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
EQUINIX INC COM PAR $0.001 4,945 114 2.36 20,472
NETFLIX INC COM 16,862 16,862 New 30,000
PALO ALTO NETWORKS INC COM 4,404 1,468 50 30,000
WESTERN DIGITAL CORP COM 3,913 3,913 New 40,000
WORKDAY INC CL A 8,972 8,972 New 100,000
LAM RESEARCH CORP COM 12,204 7,179 142.86 170,000
QUALCOMM INC COM 11,884 6,791 133.33 175,000
ARM HLDGS PLC SPONSORED ADR 9,202 5,112 125 180,000
INVENSENSE INC COM 8,388 6,452 333.33 520,000