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 0.18%
Capital Goods 0.4%
Conglomerates
Consumer Cyclical 0.27%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 10.7%
Technology 85.28%
Transportation
Utilities 0.2%

58 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ESCO TECHNOLOGIES INC COM -371 Sold Out 0
UNITED TECHNOLOGIES CORP COM -274 Sold Out 0
NETFLIX INC COM 6,583 -13,166 (66.67) 10,000
ARM HLDGS PLC SPONSORED ADR 3,893 -4,866 (55.56) 80,000
WORKDAY INC CL A 3,790 -3,790 (50) 50,000
HONEYWELL INTL INC COM 213 -205 (49.02) 2,080
AMBARELLA INC SHS 7,085 -3,036 (30) 70,000
JOHNSON CTLS INC COM 405 -99 (19.61) 8,200
SUNPOWER CORP COM 575 -137 (19.28) 20,931
SOLARCITY CORP COM 549 -131 (19.23) 10,500
SKYWORKS SOLUTIONS INC COM 5,243 -1,049 (16.67) 50,000
SUNEDISON INC COM 779 -149 (16.06) 26,130
APPLE INC COM 8,535 -1,264 (12.9) 67,500
FACEBOOK INC CL A 6,110 -873 (12.5) 70,000
POWER INTEGRATIONS INC COM 434 -44 (9.26) 9,799
3M CO COM 357 New 2,300
ABB LTD SPONSORED ADR 416 New 20,000
ADOBE SYS INC COM 4,038 New 50,000
AKAMAI TECHNOLOGIES INC COM 2,796 New 40,000
AMAZON COM INC COM 8,754 New 20,000