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) 959

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 25.96%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.74%
Technology 35.64%
Transportation
Utilities

30 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVAGO TECHNOLOGIES LTD SHS 78,731 34,642 78.57 625,000
APPLE INC COM 56,380 28,190 100 500,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 46,284 46,284 New 700,000
FACEBOOK INC CL A 44,715 -22,358 (33.33) 500,000
TWITTER INC COM 41,685 -69,475 (62.5) 1,500,000
T MOBILE US INC COM 39,610 7,922 25 1,000,000
QORVO INC COM 38,857 -2,776 (6.67) 700,000
JD COM INC SPON ADR CL A 33,644 -5,176 (13.33) 1,300,000
PROOFPOINT INC COM 28,170 -5,634 (16.67) 500,000
IMPERVA INC COM 26,811 -4,469 (14.29) 450,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 26,000 2,438 10.35 800,000
NETFLIX INC COM 24,156 24,156 New 210,000
CTRIP COM INTL LTD AMERICAN DEP SHS 23,258 23,258 New 350,000
ATMEL CORP COM 19,200 4,902 34.29 2,350,000
NOKIA CORP SPONSORED ADR 18,720 18,720 New 3,000,000
CAVIUM INC COM 17,005 -3,401 (16.67) 250,000
PALO ALTO NETWORKS INC COM 16,422 -24,633 (60) 100,000
INTEGRATED DEVICE TECHNOLOGY COM 14,243 -14,243 (50) 750,000
CYBERARK SOFTWARE LTD SHS 12,763 12,763 New 250,000
FITBIT INC CL A 12,072 12,072 New 350,000


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