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) 1,057

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 23.45%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 7.72%
Technology 37.15%
Transportation
Utilities

18 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 146,400 54,900 60 4,000,000
QORVO INC COM 63,023 63,023 New 750,000
JD COM INC SPON ADR CL A 52,335 8,723 20 1,500,000
AVAGO TECHNOLOGIES LTD SHS 46,424 46,424 New 350,000
LIONS GATE ENTMNT CORP COM NEW 42,038 8,408 25 1,250,000
PALO ALTO NETWORKS INC COM 40,718 40,718 New 250,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 37,947 17,011 81.25 725,000
PROOFPOINT INC COM 34,818 34,818 New 600,000
T MOBILE US INC COM 29,344 29,344 New 800,000
CAVIUM INC COM 20,547 20,547 New 300,000
FIREEYE INC COM 18,028 18,028 New 400,000
MICRON TECHNOLOGY INC COM 16,398 16,398 New 600,000
ATMEL CORP COM 15,488 15,488 New 1,750,000
MA COM TECHNOLOGY SOLUTIONS COM 13,083 13,083 New 350,000
ALTERA CORP COM 11,843 11,843 New 250,000
VARONIS SYS INC COM 11,132 7,084 175 550,000
STARZ COM SER A 10,240 10,240 New 250,000
MARVELL TECHNOLOGY GROUP LTD ORD 6,570 6,570 New 500,000