FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 58
New Positions 2
Increased Positions 2
Decreased Positions 7
Positions with Activity 9
Sold Out Positions 2
Total Mkt Value (in $ millions) 165

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

Sector Weighting

Basic Materials 1.06%
Capital Goods 0.68%
Conglomerates
Consumer Cyclical 0.5%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0.12%
Services 4.78%
Technology 66.91%
Transportation
Utilities 0.27%

58 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
FACEBOOK INC CL A 6,449 -48,366 (88.24) 80,000
APPLE INC COM 8,722 -1,125 (11.43) 77,500
INTEVAC INC COM 3,408 -1,096 (24.34) 424,414
VMWARE INC CL A COM 2,519 -840 (25) 30,000
ERICSSON ADR B SEK 10 -489 Sold Out 0
CORNING INC COM -219 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM 45 -210 (82.39) 106,900
3M CO COM 551 New 3,300
ABB LTD SPONSORED ADR 626 New 29,000
ADOBE SYS INC COM 3,719 New 50,000
AKAMAI TECHNOLOGIES INC COM 2,584 New 40,000
AMAZON COM INC COM 6,126 New 20,000
AMBARELLA INC SHS 5,133 New 100,000
ARM HLDGS PLC SPONSORED ADR 3,707 New 80,000
BAIDU INC SPON ADR REP A 4,663 New 20,000
COVANTA HLDG CORP COM 439 New 20,000
CREE INC COM 651 New 20,000
E M C CORP MASS COM 1,528 New 50,000
EQUINIX INC COM NEW 4,640 New 20,000
ESCO TECHNOLOGIES INC COM 367 New 10,000