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) 1,065

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 23.61%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 7.71%
Technology 37.78%
Transportation
Utilities

35 Activity 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 251,450 -62,863 (20) 1,000,000
TWITTER INC COM 147,320 55,245 60 4,000,000
QORVO INC COM 61,725 61,725 New 750,000
FACEBOOK INC CL A 60,109 -100,181 (62.5) 750,000
JD COM INC SPON ADR CL A 51,030 8,505 20 1,500,000
AVAGO TECHNOLOGIES LTD SHS 49,833 49,833 New 350,000
PALO ALTO NETWORKS INC COM 41,593 41,593 New 250,000
LIONS GATE ENTMNT CORP COM NEW 40,963 8,193 25 1,250,000
PROOFPOINT INC COM 35,844 35,844 New 600,000
INTEGRATED DEVICE TECHNOLOGY COM 35,423 -26,921 (43.18) 1,500,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 33,430 14,986 81.25 725,000
APPLE INC COM 32,945 -362,395 (91.67) 250,000
IMPERVA INC COM 32,057 -16,792 (34.38) 525,000
T MOBILE US INC COM 30,656 30,656 New 800,000
CAVIUM INC COM 21,348 21,348 New 300,000
FIREEYE INC COM 18,728 18,728 New 400,000
CYPRESS SEMICONDUCTOR CORP COM 17,438 -35,175 (66.86) 1,250,000
MICRON TECHNOLOGY INC COM 16,968 16,968 New 600,000
ATMEL CORP COM 15,330 15,330 New 1,750,000
MA COM TECHNOLOGY SOLUTIONS COM 13,577 13,577 New 350,000


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