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) 1,638

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 14.54%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.16%
Technology 66.07%
Transportation
Utilities

19 DECREASED Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DEMANDWARE INC COM -15,618 Sold Out 0
DREAMWORKS ANIMATION SKG INC CL A -42,298 Sold Out 0
GOOGLE INC CL A -56,114 Sold Out 0
INTEGRATED DEVICE TECHNOLOGY COM 53,896 -17,557 (24.57) 2,640,000
LIONS GATE ENTMNT CORP COM NEW 33,260 -33,260 (50) 1,000,000
MICRON TECHNOLOGY INC COM -53,360 Sold Out 0
MOBILEYE N V AMSTELVEEN ORD SHS -19,035 Sold Out 0
NETFLIX INC COM -95,078 Sold Out 0
SALESFORCE COM INC COM 46,795 -36,768 (44) 700,000
SENSATA TECHNOLOGIES HLDG NV SHS -22,988 Sold Out 0
SOLARCITY CORP COM 32,871 -60,684 (64.87) 650,000
SUNEDISON INC COM -84,665 Sold Out 0
TABLEAU SOFTWARE INC CL A -55,854 Sold Out 0
TE CONNECTIVITY LTD REG SHS -21,519 Sold Out 0
TWITTER INC COM 124,725 -162,143 (56.52) 2,500,000
WORKDAY INC CL A 47,377 -60,298 (56) 550,000
YELP INC CL A -28,434 Sold Out 0
ZENDESK INC COM -17,123 Sold Out 0
ZILLOW GROUP INC CL A -50,970 Sold Out 0