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 15.06%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.14%
Technology 66.2%
Transportation
Utilities

14 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 387,270 32,273 9.09 3,000,000
FACEBOOK INC CL A 159,500 39,875 33.33 2,000,000
SPANSION INC COM CL A NEW 57,808 1,318 2.33 1,535,000
AMBARELLA INC SHS 49,320 18,495 60 800,000
BAIDU INC SPON ADR REP A 41,008 41,008 New 200,000
IMPERVA INC COM 37,584 37,584 New 800,000
JD COM INC SPON ADR CL A 35,188 35,188 New 1,250,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 33,600 33,600 New 400,000
CBS CORP (CLASS B) CL B 18,525 18,525 New 300,000
LENDINGCLUB CORP COM 14,500 14,500 New 725,000
TRUECAR INC COM 14,370 14,370 New 750,000
ON DECK CAP INC COM 14,130 14,130 New 725,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 10,840 10,840 New 400,000
VARONIS SYS INC COM 6,300 6,300 New 200,000