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) 223

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

Sector Weighting

Basic Materials 0.78%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.36%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.91%
Technology 71.51%
Transportation
Utilities 0.19%

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 2,592 New 55,000
AKAMAI TECHNOLOGIES INC COM 2,434 New 40,000
EXAR CORP COM 2,081 946 83.33 220,000
RUCKUS WIRELESS INC COM 2,060 2,060 New 150,000
INTUIT COM 1,716 New 20,000
PALO ALTO NETWORKS INC COM 1,699 New 20,000
E M C CORP MASS COM 1,481 New 50,000
VERIFONE SYS INC COM 1,414 -354 (20) 40,000
RACKSPACE HOSTING INC COM 1,335 New 40,000
SUNEDISON INC COM 1,114 -333 (23.03) 50,130
FIRST SOLAR INC COM 1,061 New 15,000
SOLARCITY CORP COM 1,049 -350 (25) 15,000
ROCKWOOD HLDGS INC COM 1,034 New 13,000
SUNPOWER CORP COM 972 -187 (16.17) 25,931
POWER INTEGRATIONS INC COM 926 New 15,799
CREE INC COM 901 New 20,000
GOGO INC COM 888 355 66.67 50,000
ROCKET FUEL INC COM 865 865 New 60,000
JOHNSON CTLS INC COM 739 -389 (34.48) 15,200
PRAXAIR INC COM 710 -263 (27.03) 5,400