ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 36
New Positions 10
Increased Positions 14
Decreased Positions 19
Positions with Activity 33
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,632

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical 15.58%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.08%
Technology 65.67%
Transportation
Utilities

33 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 385,380 32,115 9.09 3,000,000
FACEBOOK INC CL A 157,940 39,485 33.33 2,000,000
TWITTER INC COM 120,200 -156,260 (56.52) 2,500,000
SPANSION INC COM CL A NEW 55,383 1,263 2.33 1,535,000
INTEGRATED DEVICE TECHNOLOGY COM 54,490 -17,750 (24.57) 2,640,000
SALESFORCE COM INC COM 48,566 -38,159 (44) 700,000
WORKDAY INC CL A 47,025 -59,850 (56) 550,000
AMBARELLA INC SHS 45,912 17,217 60 800,000
BAIDU INC SPON ADR REP A 40,750 40,750 New 200,000
IMPERVA INC COM 36,880 36,880 New 800,000
JD COM INC SPON ADR CL A 34,588 34,588 New 1,250,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 34,048 34,048 New 400,000
SOLARCITY CORP COM 33,384 -61,632 (64.87) 650,000
LIONS GATE ENTMNT CORP COM NEW 32,590 -32,590 (50) 1,000,000
CBS CORP (CLASS B) CL B 17,730 17,730 New 300,000
TRUECAR INC COM 14,925 14,925 New 750,000
LENDINGCLUB CORP COM 14,768 14,768 New 725,000
ON DECK CAP INC COM 14,065 14,065 New 725,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 10,876 10,876 New 400,000
VARONIS SYS INC COM 6,178 6,178 New 200,000