FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 58
New Positions 3
Increased Positions 4
Decreased Positions 15
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 0.17%
Capital Goods 0.38%
Conglomerates
Consumer Cyclical 0.25%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.81%
Technology 83.71%
Transportation
Utilities 0.18%

58 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NETFLIX INC COM 7,879 -15,758 (66.67) 70,000
ARM HLDGS PLC SPONSORED ADR 3,674 -4,592 (55.56) 80,000
WORKDAY INC CL A 4,200 -4,200 (50) 50,000
AMBARELLA INC SHS 7,917 -3,393 (30) 70,000
APPLE INC COM 7,995 -1,184 (12.9) 67,500
FACEBOOK INC CL A 6,590 -941 (12.5) 70,000
SKYWORKS SOLUTIONS INC COM 4,639 -928 (16.67) 50,000
ESCO TECHNOLOGIES INC COM -375 Sold Out 0
UNITED TECHNOLOGIES CORP COM -249 Sold Out 0
HONEYWELL INTL INC COM 218 -209 (49.02) 2,080
SOLARCITY CORP COM 608 -145 (19.23) 10,500
SUNPOWER CORP COM 555 -133 (19.28) 20,931
SUNEDISON INC COM 585 -112 (16.06) 26,130
JOHNSON CTLS INC COM 377 -92 (19.61) 8,200
POWER INTEGRATIONS INC COM 375 -38 (9.26) 9,799
3M CO COM 345 New 2,300
ABB LTD SPONSORED ADR 402 New 20,000
ADOBE SYS INC COM 4,070 New 50,000
AKAMAI TECHNOLOGIES INC COM 3,030 New 40,000
AMAZON COM INC COM 10,701 New 20,000