13F-HR 1 a2121072z13f-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: September 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 Landis San Jose, California 10/24/03 ------------------------------- -------------------- ----------- [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 are reported 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: 164 -------------------- Form 13F Information Table Value Total: $ 1,126,784 -------------------- (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 09/30/03

Concord EFS, Inc. Common Stock 206197105 $ 1,914 140,000 SH SOLE PEC Solutions, Inc. Common Stock 705107100 $ 1,887 127,870 SH SOLE Microvision, Inc. Common Stock 594960106 $ 1,841 232,170 SH SOLE Cognos, Inc. Common Stock 19244C109 $ 1,833 59,100 SH SOLE CNET Networks, Inc. Common Stock 12613R104 $ 1,798 255,400 SH SOLE Amkor Technology, Inc. Common Stock 031652100 $ 1,783 125,500 SH SOLE Yahoo!, Inc. Common Stock 984332106 $ 1,770 50,000 SH SOLE Drugstore.com, Inc. Common Stock 262241102 $ 1,704 222,700 SH SOLE Sealed Air Corp. Common Stock 81211K100 $ 1,675 35,460 SH SOLE Three-Five Systems, Inc. Common Stock 88554L108 $ 1,653 300,000 SH SOLE VeriSign, Inc. Common Stock 92343E102 $ 1,649 122,500 SH SOLE Drexler Technology Corp Common Stock 261876106 $ 1,646 117,425 SH SOLE Cognizant Tech Solutions Corp. Common Stock 192446102 $ 1,641 45,000 SH SOLE Riverstone Networks, Inc. Common Stock 769320102 $ 1,622 2,554,983 SH SOLE Manhattan Associates, Inc. Common Stock 562750109 $ 1,553 59,900 SH SOLE Raindance Communications, Inc. Common Stock 75086X106 $ 1,524 552,025 SH SOLE Leapfrog Enterprises, Inc. Common Stock 52186N106 $ 1,520 40,000 SH SOLE Take-Two Interactive Software Inc Common Stock 874054109 $ 1,484 43,440 SH SOLE Sony Corp. ADR 835699307 $ 1,482 42,600 SH SOLE WebMD Corporation Common Stock 94769M105 $ 1,343 150,000 SH SOLE Lightbridge, Inc. Common Stock 532226107 $ 1,319 140,000 SH SOLE Digital Insight Corp. Common Stock 25385P106 $ 1,294 65,000 SH SOLE Comcast Corp. - Special CL A Common Stock 20030N200 $ 1,277 43,100 SH SOLE RADWARE LTD. Common Stock M81873107 $ 1,270 70,000 SH SOLE Ceragon Networks Ltd. Common Stock M22013102 $ 1,197 265,900 SH SOLE Fair Isaac, Inc. Common Stock 303250104 $ 1,179 20,000 SH SOLE Genesis Microchip, Inc. Common Stock 37184C103 $ 1,096 97,500 SH SOLE SafeNet, Inc Common Stock 78645R107 $ 1,084 30,000 SH SOLE O2 Micro International Ltd. Common Stock G6797E106 $ 825 57,265 SH SOLE Applied Signal Technologies Common Stock 038237103 $ 798 40,000 SH SOLE Retalix Limited Common Stock M8215W109 $ 762 44,205 SH SOLE NetIQ Corp. Common Stock 64115P102 $ 722 60,500 SH SOLE MSC.Software Corp. Common Stock 553531104 $ 720 100,000 SH SOLE Witness Systems, Inc. Common Stock 977424100 $ 720 155,480 SH SOLE Brillian Corporation Common Stock 10949P107 $ 666 75,000 SH SOLE The News Corp. Ltd. Common Stock 652487703 $ 656 20,000 SH SOLE VERITAS Software Corp. Common Stock 923436109 $ 640 20,600 SH SOLE Portal Software, Inc. Common Stock 736126301 $ 612 210,460 SH SOLE Siemens AG - ADR Common Stock 826197501 $ 582 9,800 SH SOLE ARRIS Group, Inc. Common Stock 04269Q100 $ 578 100,600 SH SOLE Autobytel, Inc. Common Stock 05275N106 $ 571 60,000 SH SOLE Certegy, Inc. Common Stock 156880106 $ 562 17,500 SH SOLE SkillSoft PLC - ADR Common Stock 830928107 $ 529 71,022 SH SOLE BASF AG Common Stock 055262505 $ 516 11,800 SH SOLE Maxtor Corporation Common Stock 577729205 $ 506 41,600 SH SOLE J2 Global Communications, Inc. Common Stock 46626E205 $ 488 12,900 SH SOLE Mips Technologies, Inc. Common Stock 604567206 $ 457 115,000 SH SOLE ILOG SA - ADR Common Stock 452360100 $ 448 41,700 SH SOLE General Motors Corp.- Class H Common Stock 370442832 $ 425 29,700 SH SOLE Sigmatel, Inc. Common Stock 82661W107 $ 412 20,000 SH SOLE Metro One Telecommunications Common Stock 59163F105 $ 398 114,005 SH SOLE Silicon Image, Inc. Common Stock 82705T102 $ 382 84,910 SH SOLE Infineon Technologies-ADR Common Stock 45662N103 $ 370 28,700 SH SOLE Inet Technologies, Inc. Common Stock 45662V105 $ 321 25,000 SH SOLE Universal Display Corp Common Stock 91347P105 $ 296 28,500 SH SOLE Liveperson, Inc. Common Stock 538146101 $ 278 68,750 SH SOLE Semiconductor HOLDRs Trust ADR 816636203 $ 237 6,900 SH SOLE Vastera, Inc. Common Stock 92239N109 $ 224 43,500 SH SOLE Ask Jeeves, Inc. Common Stock 045174109 $ 174 10,000 SH SOLE Read-Rite Corp. Common Stock 755246204 $ 139 990,000 SH SOLE ScanSoft, Inc. Common Stock 80603P107 $ 125 29,725 SH SOLE Ditech Communications Corporation Common Stock 25500M103 $ 88 10,000 SH SOLE Extreme Networks, Inc. Common Stock 30226D106 $ 80 12,695 SH SOLE 1-800-FLOWERS.COM, Inc. - A Common Stock 68243Q106 $ 75 10,000 SH SOLE Genuity, Inc. - A Common Stock 37248E202 $ 4 457,600 SH SOLE 164 $ 1,126,784

FIRSTHAND CAPITAL MANAGEMENT INC/CA 13F-HR