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) 934

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 25.9%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.76%
Technology 35.98%
Transportation
Utilities

17 DECREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TWITTER INC COM 42,225 -70,375 (62.5) 1,500,000
PALO ALTO NETWORKS INC COM 16,239 -24,359 (60) 100,000
FACEBOOK INC CL A 44,130 -22,065 (33.33) 500,000
FIREEYE INC COM -14,592 Sold Out 0
INTEGRATED DEVICE TECHNOLOGY COM 14,123 -14,123 (50) 750,000
ALTERA CORP COM -12,278 Sold Out 0
VARONIS SYS INC COM -10,830 Sold Out 0
MICRON TECHNOLOGY INC COM -10,092 Sold Out 0
AMBARELLA INC SHS -9,155 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM 6,442 -5,946 (48) 650,000
PROOFPOINT INC COM 28,175 -5,635 (16.67) 500,000
MARVELL TECHNOLOGY GROUP LTD ORD -5,425 Sold Out 0
IMPERVA INC COM 28,035 -4,673 (14.29) 450,000
JD COM INC SPON ADR CL A 29,653 -4,562 (13.33) 1,300,000
CAVIUM INC COM 17,078 -3,416 (16.67) 250,000
QORVO INC COM 39,053 -2,790 (6.67) 700,000
STARZ COM SER A 8,451 -939 (10) 225,000