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) 230

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 0.48%
Conglomerates
Consumer Cyclical 0.35%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.86%
Technology 70.06%
Transportation
Utilities 0.18%

57 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SINA CORP ORD 2,540 New 55,000
AKAMAI TECHNOLOGIES INC COM 2,417 New 40,000
EXAR CORP COM 2,193 997 83.33 220,000
RUCKUS WIRELESS INC COM 2,087 2,087 New 150,000
PALO ALTO NETWORKS INC COM 1,700 New 20,000
INTUIT COM 1,664 New 20,000
E M C CORP MASS COM 1,477 New 50,000
VERIFONE SYS INC COM 1,397 -349 (20) 40,000
RACKSPACE HOSTING INC COM 1,384 New 40,000
SUNEDISON INC COM 1,104 -330 (23.03) 50,130
ROCKWOOD HLDGS INC COM 1,053 New 13,000
FIRST SOLAR INC COM 1,045 New 15,000
SOLARCITY CORP COM 1,030 -343 (25) 15,000
SUNPOWER CORP COM 991 -191 (16.17) 25,931
ROCKET FUEL INC COM 977 977 New 60,000
POWER INTEGRATIONS INC COM 944 New 15,799
CREE INC COM 911 New 20,000
GOGO INC COM 847 339 66.67 50,000
JOHNSON CTLS INC COM 742 -390 (34.48) 15,200
PRAXAIR INC COM 710 -263 (27.03) 5,400