ANDOR CAPITAL MANAGEMENT, L.L.C.
4 INTERNATIONAL DRIVE, RYE BROOK, New York, 10573, (914) 607-6000
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 32 |
| New Positions | 16 |
| Increased Positions | 21 |
| Decreased Positions | 10 |
| Positions with Activity | 31 |
| Sold Out Positions | 5 |
| Total Mkt Value (in $ millions) |
821 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 21.97% |
| Technology | 78.03% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
32 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| GOOGLE INC | CL A | 132,419 | 44,140 | 50 | 150,000 |
| LINKEDIN CORP | COM CL A | 70,532 | -8,817 | (11.11) | 400,000 |
| AMAZON COM INC | COM | 65,450 | -26,180 | (28.57) | 250,000 |
| SANDISK CORP | COM | 57,830 | 14,458 | 33.33 | 1,000,000 |
| FACEBOOK INC | CL A | 50,120 | New | 2,000,000 | |
| BROADCOM CORP | CL A | 45,950 | 45,950 | New | 1,250,000 |
| NETFLIX INC | COM | 45,236 | 45,236 | New | 200,000 |
| SPLUNK INC | COM | 44,880 | 44,880 | New | 1,000,000 |
| APPLE INC | COM | 44,214 | 44,214 | New | 100,000 |
| SALESFORCE COM INC | COM | 36,552 | 9,138 | 33.33 | 800,000 |
| LIONS GATE ENTMNT CORP | COM NEW | 27,660 | 27,660 | New | 1,000,000 |
| YAHOO INC | COM | 26,020 | -26,020 | (50) | 1,000,000 |
| ARM HLDGS PLC | SPONSORED ADR | 24,954 | 24,954 | New | 550,000 |
| CIRRUS LOGIC INC | COM | 17,760 | -8,880 | (33.33) | 1,000,000 |
| CORNERSTONE ONDEMAND INC | COM | 16,817 | 2,968 | 21.43 | 425,000 |
| WORKDAY INC | CL A | 14,888 | 14,888 | New | 225,000 |
| IMPERVA INC | COM | 13,860 | 990 | 7.69 | 350,000 |
| NETSUITE INC | COM | 13,454 | 13,454 | New | 150,000 |
| INVENSENSE INC | COM | 12,530 | 12,530 | New | 1,000,000 |
| CREE INC | COM | 12,136 | 12,136 | New | 200,000 |
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