ALYDAR PARTNERS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 108
New Positions 16
Increased Positions 20
Decreased Positions 83
Positions with Activity 103
Sold Out Positions 63
Total Mkt Value (in $ millions) 149

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

Sector Weighting

Basic Materials
Capital Goods 9.12%
Conglomerates 2.04%
Consumer Cyclical 9.67%
Consumer/Non-Cyclical 4%
Energy 1.28%
Financial 7.53%
Healthcare 15.45%
Services 9.77%
Technology 24.89%
Transportation 2.49%
Utilities 2.6%

108 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TESLA MTRS INC COM 11,430 -6,460 (36.11) 46,000
FACEBOOK INC CL A 10,011 -28,614 (74.08) 110,000
ELLIE MAE INC COM 8,201 2,939 55.84 109,000
SUNPOWER CORP COM 7,782 -2,918 (27.27) 320,000
HORIZON PHARMA PLC SHS 6,706 6,706 New 220,000
ALLERGAN PLC SHS 6,468 -26,165 (80.18) 21,000
AMAG PHARMACEUTICALS INC COM 6,256 -29,494 (82.5) 95,000
VULCAN MATLS CO COM 4,621 -1,386 (23.08) 50,000
TWITTER INC COM 4,025 -1,342 (25) 150,000
APPLE INC COM 3,965 3,965 New 35,000
SOLAREDGE TECHNOLOGIES INC COM 3,812 3,812 New 150,000
LITHIA MTRS INC CL A 3,759 -19,869 (84.09) 35,000
AMC NETWORKS INC CL A 3,680 3,680 New 50,000
PULTE GROUP INC COM 3,679 3,679 New 180,000
AMSURG CORP COM 3,603 -15,612 (81.25) 45,000
HOME DEPOT INC COM 3,526 3,526 New 30,000
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 3,504 3,504 New 95,000
MASCO CORP COM 3,418 -25,501 (88.18) 130,000
ENCORE CAP GROUP INC COM 3,210 -4,794 (59.89) 80,000
AMERICAN WTR WKS CO INC NEW COM 3,181 New 60,000


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