ALYDAR PARTNERS LLC Information

222 BERKELEY STREET 17TH FLOOR, BOSTON, Massachusetts, 02116, (617) 646-3500

Report Date: 09/30/2014

Position Statistics

Total Positions 120
New Positions 40
Increased Positions 56
Decreased Positions 59
Positions with Activity 115
Sold Out Positions 36
Total Mkt Value (in $ millions) 690

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

Sector Weighting

Basic Materials 0%
Capital Goods 6.23%
Conglomerates 1.06%
Consumer Cyclical 10.36%
Consumer/Non-Cyclical 2.03%
Energy 0.23%
Financial 2.69%
Healthcare 12.52%
Services 21.08%
Technology 30.31%
Transportation 0.7%
Utilities 0.81%

120 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 44,681 26,805 149.95 1,205,000
FACEBOOK INC CL A 44,405 2,069 4.89 555,900
APPLE INC COM 41,918 11,178 36.36 375,000
GUIDEWIRE SOFTWARE INC COM 33,276 -267 (0.8) 661,283
ALEXION PHARMACEUTICALS INC COM 27,482 19,901 262.50 145,000
ACTAVIS PLC SHS 23,885 -45,116 (65.39) 90,000
SUNPOWER CORP COM 21,115 -2,318 (9.89) 820,000
MARTIN MARIETTA MATLS INC COM 20,274 7,752 61.91 170,000
DECKERS OUTDOOR CORP COM 20,159 20,159 New 216,039
EAGLE MATERIALS INC COM 17,602 -12,002 (40.54) 220,000
PALO ALTO NETWORKS INC COM 16,167 13,058 420 130,000
TESLA MTRS INC COM 15,570 4,605 42 71,000
RENTRAK CORP COM 14,671 1,198 8.89 196,923
O REILLY AUTOMOTIVE INC NEW COM 14,486 14,486 New 75,000
CBS CORP (CLASS B) CL B 14,071 -15,175 (51.89) 255,000
LITHIA MTRS INC CL A 13,476 399 3.05 155,000
ANTERO RES CORP COM 13,203 -7,922 (37.5) 300,000
AMAG PHARMACEUTICALS INC COM 12,694 12,694 New 287,400
JACK IN THE BOX INC COM 12,449 12,449 New 161,011
GILEAD SCIENCES INC COM 10,845 10,845 New 100,000


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