FIRSTHAND CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 3
Increased Positions 9
Decreased Positions 17
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 192

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.29%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 15.03%
Technology 81.36%
Transportation
Utilities 0.18%

59 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 370 -161 (30.3) 2,300
ABB LTD SPONSORED ADR 434 -195 (31.03) 20,000
ADOBE SYS INC COM 4,002 New 50,000
AKAMAI TECHNOLOGIES INC COM 3,106 New 40,000
ALBEMARLE CORP COM -386 Sold Out 0
AMAZON COM INC COM 8,553 New 20,000
AMBARELLA INC SHS 8,368 New 100,000
APPLE INC COM 10,272 New 77,500
ARM HLDGS PLC SPONSORED ADR 9,407 5,226 125 180,000
BAIDU INC SPON ADR REP A 4,076 New 20,000
COVANTA HLDG CORP COM 341 -114 (25) 15,000
CREE INC COM 457 -152 (25) 15,000
E M C CORP MASS COM 1,342 New 50,000
EQUINIX INC COM PAR $0.001 5,486 126 2.36 20,472
ESCO TECHNOLOGIES INC COM 380 New 10,000
EXAR CORP COM 2,424 New 220,000
FACEBOOK INC CL A 6,443 New 80,000
FIRST SOLAR INC COM 551 -275 (33.33) 10,000
GOGO INC COM 1,120 New 50,000
GOOGLE INC CL A 3,327 New 6,000