ANDOR CAPITAL MANAGEMENT, L.L.C. Information

4 INTERNATIONAL DRIVE, RYE BROOK, New York, 10573, (914) 607-6000

Report Date: 06/30/2015

Position Statistics

Total Positions 34
New Positions 8
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 6
Total Mkt Value (in $ millions) 971

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 25.59%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.84%
Technology 35.73%
Transportation
Utilities

34 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TESLA MTRS INC COM 248,480 New 1,000,000
AVAGO TECHNOLOGIES LTD SHS 79,763 35,096 78.57 625,000
APPLE INC COM 56,645 28,323 100 500,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 49,049 49,049 New 700,000
LIONS GATE ENTMNT CORP COM NEW 46,538 New 1,250,000
FACEBOOK INC CL A 45,505 -22,753 (33.33) 500,000
TWITTER INC COM 40,245 -67,075 (62.5) 1,500,000
T MOBILE US INC COM 40,000 8,000 25 1,000,000
QORVO INC COM 39,053 -2,790 (6.67) 700,000
JD COM INC SPON ADR CL A 34,801 -5,354 (13.33) 1,300,000
IMPERVA INC COM 28,580 -4,763 (14.29) 450,000
PROOFPOINT INC COM 28,355 -5,671 (16.67) 500,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 27,544 2,582 10.35 800,000
NETFLIX INC COM 24,702 24,702 New 210,000
CTRIP COM INTL LTD AMERICAN DEP SHS 24,325 24,325 New 350,000
ATMEL CORP COM 19,294 4,926 34.29 2,350,000
NOKIA CORP SPONSORED ADR 18,960 18,960 New 3,000,000
CAVIUM INC COM 17,088 -3,418 (16.67) 250,000
PALO ALTO NETWORKS INC COM 16,800 -25,200 (60) 100,000
INTEGRATED DEVICE TECHNOLOGY COM 14,318 -14,318 (50) 750,000