ALYDAR PARTNERS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 107
New Positions 16
Increased Positions 20
Decreased Positions 82
Positions with Activity 102
Sold Out Positions 63
Total Mkt Value (in $ millions) 164

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

Sector Weighting

Basic Materials
Capital Goods 8.22%
Conglomerates 1.99%
Consumer Cyclical 9.24%
Consumer/Non-Cyclical 4.82%
Energy 1.38%
Financial 6.69%
Healthcare 14.11%
Services 9.17%
Technology 25.17%
Transportation 2.73%
Utilities 2.39%

107 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 11,475 -6,486 (36.11) 46,000
SUNPOWER CORP COM 9,610 -3,604 (27.27) 320,000
FACEBOOK INC CL A 8,832 -25,244 (74.08) 110,000
ELLIE MAE INC COM 7,031 2,519 55.84 109,000
HORIZON PHARMA PLC SHS 7,022 7,022 New 220,000
AMAG PHARMACEUTICALS INC COM 6,537 -30,820 (82.5) 95,000
ACTAVIS PLC SHS 6,492 -26,262 (80.18) 21,000
SUNEDISON INC COM 6,152 6,152 New 200,000
SOLAREDGE TECHNOLOGIES INC COM 6,000 6,000 New 150,000
TWITTER INC COM 5,495 -1,832 (25) 150,000
APPLE INC COM 4,569 4,569 New 35,000
VULCAN MATLS CO COM 4,479 -1,344 (23.08) 50,000
AMC NETWORKS INC CL A 3,936 3,936 New 50,000
LITHIA MTRS INC CL A 3,754 -19,841 (84.09) 35,000
PAPA MURPHYS HLDGS INC COM 3,670 -3,669 (49.99) 214,600
HARMAN INTL INDS INC COM 3,638 137 3.91 30,000
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 3,605 3,605 New 95,000
MASCO CORP COM 3,557 -26,539 (88.18) 130,000
PULTE GROUP INC COM 3,469 3,469 New 180,000
KEURIG GREEN MTN INC COM 3,449 New 40,000