ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 35
New Positions 5
Increased Positions 11
Decreased Positions 18
Positions with Activity 29
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,922

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 16.96%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.64%
Technology 54.33%
Transportation
Utilities

18 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AMBARELLA INC SHS -5,553 Sold Out 0
APPLIED MICRO CIRCUITS CORP COM NEW -7,458 Sold Out 0
ARM HLDGS PLC SPONSORED ADR -45,430 Sold Out 0
ARUBA NETWORKS INC COM -34,200 Sold Out 0
CRITEO S A SPONS ADS -8,700 Sold Out 0
FIREEYE INC COM -15,138 Sold Out 0
GOOGLE INC CL C -115,990 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM -29,725 Sold Out 0
MEDIDATA SOLUTIONS INC COM -40,302 Sold Out 0
SPLUNK INC COM -28,240 Sold Out 0
SUNPOWER CORP COM -18,420 Sold Out 0
TABLEAU SOFTWARE INC CL A -29,356 Sold Out 0
RUCKUS WIRELESS INC COM 17,700 -17,700 (50) 1,250,000
TRIPADVISOR INC COM 26,345 -21,555 (45) 275,000
AMAZON COM INC COM 32,776 -16,388 (33.33) 100,000
CANADIAN SOLAR INC COM 37,530 -28,148 (42.86) 1,000,000
ZILLOW INC CL A 40,008 -40,008 (50) 300,000
SUNEDISON INC COM 40,780 -30,585 (42.86) 2,000,000