13F-HR 1 a2116603z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 ----------------------- Check Here if Amendment / /; Amendment Number: -------- This Amendment (Check only one.): / / is a restatement. / / adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Firsthand Capital Management, Inc. ---------------------------------- Address: 125 South Market ---------------------------------- Suite 1200 ---------------------------------- San Jose, California 95113 ---------------------------------- Form 13F File Number: 28-04505 --------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Kevin M. Landis ------------------------------- Title: President ------------------------------- Phone: (408) 294-2200 ------------------------------- Signature, Place, and Date of Signing: /s/ Kevin M. Landis San Jose, California 08/08/03 ------------------- -------------------- --------- [Signature] [City, State] [Date] Report Type (Check only one.): /X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) / / 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) / / 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 151 -------------------- Form 13F Information Table Value Total: $ 857,408 -------------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE Firsthand Capital Management, Inc. FORM 13F as of 06/30/03

Netflix, Inc. Common Stock 64110L106 $ 1,856 75,000 SH SOLE Agere Systems, Inc. - A Common Stock 00845V100 $ 1,839 762,870 SH SOLE Drexler Technology Corp Common Stock 261876106 $ 1,760 117,200 SH SOLE Teradyne, Inc. Common Stock 880770102 $ 1,739 98,329 SH SOLE ANADIGICS, Inc. Common Stock 032515108 $ 1,706 520,000 SH SOLE Sealed Air Corp. Common Stock 81211K100 $ 1,704 35,325 SH SOLE Amkor Technology, Inc. Common Stock 031652100 $ 1,690 125,500 SH SOLE Yahoo!, Inc. Common Stock 984332106 $ 1,682 50,000 SH SOLE WebMD Corporation Common Stock 94769M105 $ 1,671 150,000 SH SOLE CNET Networks, Inc. Common Stock 12613R104 $ 1,619 255,400 SH SOLE PDF Solutions, Inc. Common Stock 693282105 $ 1,572 133,255 SH SOLE Manhattan Associates, Inc. Common Stock 562750109 $ 1,509 59,900 SH SOLE Concord EFS, Inc. Common Stock 206197105 $ 1,470 100,000 SH SOLE Microvision, Inc. Common Stock 594960106 $ 1,392 231,630 SH SOLE Finisar Corp. Common Stock 31787A101 $ 1,378 912,330 SH SOLE Virage Logic Corp. Common Stock 92763R104 $ 1,295 177,400 SH SOLE Internet Security Systems, Inc. Common Stock 46060X107 $ 1,275 92,200 SH SOLE Comcast Corp. - Special CL A Common Stock 20030N200 $ 1,243 43,100 SH SOLE Digital Insight Corp. Common Stock 25385P106 $ 1,222 65,000 SH SOLE RADWARE LTD. Common Stock M81873107 $ 1,191 70,000 SH SOLE Harmonic, Inc. Common Stock 413160102 $ 1,189 290,000 SH SOLE CheckFree Corp. Common Stock 162813109 $ 1,140 40,000 SH SOLE Fair Isaac, Inc. Common Stock 303250104 $ 1,040 20,000 SH SOLE Drugstore.com, Inc. Common Stock 262241102 $ 1,017 172,700 SH SOLE NetIQ Corp. Common Stock 64115P102 $ 993 60,500 SH SOLE O2 Micro International Ltd. Common Stock G6797E106 $ 935 57,125 SH SOLE Mercury Interactive Corp. Common Stock 589405109 $ 911 22,700 SH SOLE VeriSign, Inc. Common Stock 92343E102 $ 889 62,500 SH SOLE Witness Systems, Inc. Common Stock 977424100 $ 846 154,625 SH SOLE Verisity Ltd. Common Stock M97385112 $ 772 63,310 SH SOLE Ceragon Networks Ltd. Common Stock M22013102 $ 771 265,900 SH SOLE Silicon Image, Inc. Common Stock 82705T102 $ 744 134,100 SH SOLE Microchip Technology, Inc. Common Stock 595017104 $ 742 29,575 SH SOLE Retalix Limited Common Stock M8215W109 $ 739 43,995 SH SOLE Take-Two Interactive Software Inc Common Stock 874054109 $ 685 23,390 SH SOLE MSC.Software Corp. Common Stock 553531104 $ 660 100,000 SH SOLE The News Corp. Ltd. Common Stock 652487703 $ 609 20,000 SH SOLE Metro One Telecommunications Common Stock 59163F105 $ 601 113,475 SH SOLE Cognos, Inc. Common Stock 19244C109 $ 509 19,100 SH SOLE ARRIS Group, Inc. Common Stock 04269Q100 $ 488 100,600 SH SOLE FreeMarkets, Inc. Common Stock 356602102 $ 483 70,000 SH SOLE Certegy, Inc. Common Stock 156880106 $ 481 17,500 SH SOLE Centillium Communications, Inc Common Stock 152319109 $ 443 45,700 SH SOLE webMethods, Inc. Common Stock 94768C108 $ 413 50,000 SH SOLE Retek, Inc. Common Stock 76128Q109 $ 393 62,800 SH SOLE SkillSoft PLC - ADR Common Stock 830928107 $ 388 71,022 SH SOLE General Motors Corp.- Class H Common Stock 370442832 $ 388 29,700 SH SOLE ILOG SA - ADR Common Stock 452360100 $ 342 41,700 SH SOLE Infineon Technologies-ADR Common Stock 45662N103 $ 280 28,700 SH SOLE Vastera, Inc. Common Stock 92239N109 $ 264 43,500 SH SOLE Inet Technologies, Inc. Common Stock 45662V105 $ 251 25,000 SH SOLE Siemens AG - ADR Common Stock 826197501 $ 234 4,800 SH SOLE Avici Systems, Inc. Common Stock 05367L802 $ 205 33,105 SH SOLE ScanSoft, Inc. Common Stock 80603P107 $ 152 28,830 SH SOLE Read-Rite Corp. Common Stock 755246204 $ 139 990,000 SH SOLE Ask Jeeves, Inc. Common Stock 045174109 $ 132 10,000 SH SOLE aQuantive, Inc. Common Stock 03839G105 $ 102 10,000 SH SOLE 1-800-FLOWERS.COM, Inc. - A Common Stock 68243Q106 $ 81 10,000 SH SOLE Extreme Networks, Inc. Common Stock 30226D106 $ 69 12,695 SH SOLE Saba Software, Inc. Common Stock 784932105 $ 10 10,000 SH SOLE Genuity, Inc. - A Common Stock 37248E202 $ 5 457,600 SH SOLE 151 $ 857,408

FIRSTHAND CAPITAL MANAGEMENT INC/CA 13F-HR