ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 13
Increased Positions 18
Decreased Positions 17
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,042

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 24.28%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 8.31%
Technology 38.15%
Transportation
Utilities

36 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 253,010 -63,253 (20) 1,000,000
TWITTER INC COM 138,800 52,050 60 4,000,000
FACEBOOK INC CL A 70,628 -117,713 (62.5) 750,000
QORVO INC COM 52,455 52,455 New 750,000
JD COM INC SPON ADR CL A 48,225 8,038 20 1,500,000
PALO ALTO NETWORKS INC COM 46,573 46,573 New 250,000
LIONS GATE ENTMNT CORP COM NEW 46,475 9,295 25 1,250,000
AVAGO TECHNOLOGIES LTD SHS 43,628 43,628 New 350,000
PROOFPOINT INC COM 39,456 39,456 New 600,000
IMPERVA INC COM 34,965 -18,315 (34.38) 525,000
APPLE INC COM 30,693 -337,618 (91.67) 250,000
T MOBILE US INC COM 29,200 29,200 New 800,000
INTEGRATED DEVICE TECHNOLOGY COM 28,755 -21,854 (43.18) 1,500,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 28,449 12,753 81.25 725,000
CAVIUM INC COM 18,855 18,855 New 300,000
FIREEYE INC COM 18,540 18,540 New 400,000
ATMEL CORP COM 14,980 14,980 New 1,750,000
AMBARELLA INC SHS 14,931 -80,629 (84.38) 125,000
CYPRESS SEMICONDUCTOR CORP COM 14,463 -29,174 (66.86) 1,250,000
VARONIS SYS INC COM 12,562 7,994 175 550,000