13F-HR 1 a2164920z13f-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, 2005 ----------------------- 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 11/4/05 ------------------------------- --------------------- ------------- [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: 1 -------------------- Form 13F Information Table Entry Total: 129 -------------------- Form 13F Information Table Value Total: $ 748,430 -------------------- (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. No. Form 13F File Number Name 1 28-42 The Equitable Life Assurance Society ------ ----------------- ------------------------------------ FORM 13F INFORMATION TABLE FIRSTHAND CAPITAL MANAGEMENT, INC. FORM 13F AS OF 09/30/05

Alvarion Ltd. Common Stock M0861T100 $ 1,129.59 138,600 SH SOLE 138,600 Overstock.com, Inc. Common Stock 690370101 $ 1,104.48 28,800 SH SOLE 28,800 ActivCard Corp. Common Stock 00506J107 $ 1,104.15 255,000 SH SOLE 255,000 Microvision, Inc. Common Stock 594960106 $ 1,083.74 183,685 SH SOLE 183,685 Dell, Inc. Common Stock 24702R101 $ 1,026.00 30,000 SH SOLE 30,000 Symantec Corp. Common Stock 871503108 $ 1,006.97 44,438 SH SOLE 44,438 Verint Systems, Inc. Common Stock 92343X100 $ 990.75 24,200 SH SOLE 24,200 Expedia Inc. Common Stock 30212P105 $ 984.24 49,684 SH SOLE 49,684 InfoSpace, Inc. Common Stock 45678T201 $ 890.35 37,300 SH SOLE 37,300 Synaptics, Inc. Common Stock 87157D109 $ 795.24 42,300 SH SOLE 42,300 ValueClick, Inc. Common Stock 92046N102 $ 791.27 46,300 SH SOLE 46,300 Cognos, Inc. Common Stock 19244C109 $ 790.28 20,300 SH SOLE 20,300 Altiris, Inc. Common Stock 02148M100 $ 779.79 51,000 SH SOLE 51,000 OpenTV Corp. Common Stock G67543101 $ 770.02 268,300 SH SOLE 268,300 RSA Security, Inc. Common Stock 749719100 $ 762.60 60,000 SH SOLE 60,000 Microtunes, Inc. Common Stock 59514P109 $ 723.30 116,100 SH SOLE 116,100 WebEx Communications, Inc. Common Stock 94767L109 $ 661.77 27,000 SH SOLE 27,000 Finisar Corp. Common Stock 31787A101 $ 652.81 476,500 SH SOLE 476,500 Lionbridge Technologies, Inc. Common Stock 536252109 $ 626.40 92,800 SH SOLE 92,800 EMC Corp. Common Stock 268648102 $ 613.68 47,425 SH SOLE 47,425 HI/FN, Inc. Common Stock 428358105 $ 555.00 100,000 SH SOLE 100,000 Vyyo, Inc. Common Stock 918458209 $ 537.40 139,585 SH SOLE 139,585 WebSideStory, Inc. Common Stock 947685103 $ 531.60 30,000 SH SOLE 30,000 Agere Systems, Inc. - A Common Stock 00845V308 $ 523.82 50,319 SH SOLE 50,319 Ceragon Networks Ltd. Common Stock M22013102 $ 513.23 106,700 SH SOLE 106,700 Anteon Corp Common Stock 03674E108 $ 500.29 11,700 SH SOLE 11,700 Volterra Semiconductor Corp. Common Stock 928708106 $ 490.80 40,000 SH SOLE 40,000 LivePerson, Inc. Common Stock 538146101 $ 480.45 127,100 SH SOLE 127,100 Trident Microsystems, Inc. Common Stock 895919108 $ 477.15 15,000 SH SOLE 15,000 Amazon.com, Inc. Common Stock 023135106 $ 453.00 10,000 SH SOLE 10,000 Comcast Corp. - Special CL A Common Stock 20030N200 $ 431.70 15,000 SH SOLE 15,000 Red Hat, Inc. Common Stock 756577102 $ 423.80 20,000 SH SOLE 20,000 International Business Machines Corp. Common Stock 459200101 $ 401.10 5,000 SH SOLE 5,000 Priceline.com, Inc. Common Stock 741503403 $ 386.40 20,000 SH SOLE 20,000 Dassault Systemes SA Common Stock 237545108 $ 383.39 7,400 SH SOLE 7,400 RADWARE LTD. Common Stock M81873107 $ 381.00 20,000 SH SOLE 20,000 iVillage, Inc. Common Stock 46588H105 $ 363.00 50,000 SH SOLE 50,000 PlanetOut, Inc. Common Stock 727058109 $ 337.60 40,000 SH SOLE 40,000 Universal Display Corp Common Stock 91347P105 $ 334.50 30,000 SH SOLE 30,000 JDS Uniphase Corp. Common Stock 46612J101 $ 333.00 150,000 SH SOLE 150,000 PowerDsine, Ltd. Common Stock M41415106 $ 330.60 30,000 SH SOLE 30,000 JAMDAT Mobile, Inc. Common Stock 47023T100 $ 315.00 15,000 SH SOLE 15,000 Affiliated Computer Services, Inc. Common Stock 008190100 $ 273.00 5,000 SH SOLE 5,000 3D Systems Corporation Common Stock 88554D205 $ 264.54 11,900 SH SOLE 11,900 NIDEC Corp Common Stock 654090109 $ 262.30 8,600 SH SOLE 8,600 Accenture Ltd. - A Common Stock G1150G111 $ 254.60 10,000 SH SOLE 10,000 Liberty Global, Inc. Common Stock 530555101 $ 206.43 7,623 SH SOLE 7,623 Mobile TeleSystems - ADR ADR 607409109 $ 203.40 5,000 SH SOLE 5,000 Syntel, Inc. Common Stock 87162H103 $ 194.90 10,000 SH SOLE 10,000 Liberty Global, Inc. Series C Common Stock 530555309 $ 193.13 7,500 SH SOLE 7,500 Symmetricom, Inc. Common Stock 871543104 $ 170.28 22,000 SH SOLE 22,000 Therma-Wave, Inc. Common Stock 88343A108 $ 112.23 62,700 SH SOLE 62,700 Ramtron International Corp. Common Stock 751907304 $ 84.45 28,150 SH SOLE 28,150 129 $ 748,430

FIRSTHAND CAPITAL MANAGEMENT INC/CA 13F-HR