ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 8
Increased Positions 21
Decreased Positions 9
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 2,096

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1%
Conglomerates
Consumer Cyclical 13.02%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.54%
Technology 58.77%
Transportation
Utilities

21 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 309,788 73,223 30.95 2,750,000
TWITTER INC COM 211,198 27,548 15 5,750,000
RF MICRODEVICES INC COM 159,900 95,940 150 10,000,000
WORKDAY INC CL A 105,713 4,229 4.17 1,250,000
SOLARCITY CORP COM 99,438 18,813 23.33 1,850,000
SALESFORCE COM INC COM 74,163 29,665 66.67 1,250,000
INTEGRATED DEVICE TECHNOLOGY COM 69,545 39,740 133.33 3,500,000
MICRON TECHNOLOGY INC COM 68,900 25,838 60 2,000,000
SUNEDISON INC COM 68,250 29,250 75 3,500,000
LIONS GATE ENTMNT CORP COM NEW 63,780 15,945 33.33 2,000,000
ZILLOW INC CL A 53,675 21,470 66.67 500,000
TABLEAU SOFTWARE INC CL A 53,280 53,280 New 600,000
SPANSION INC COM CL A NEW 49,650 49,650 New 1,500,000
DREAMWORKS ANIMATION SKG INC CL A 38,710 38,710 New 1,750,000
YELP INC CL A 31,494 31,494 New 600,000
AMBARELLA INC SHS 24,280 24,280 New 500,000
SENSATA TECHNOLOGIES HLDG NV SHS 20,892 20,892 New 400,000
MOBILEYE N V AMSTELVEEN ORD SHS 19,782 19,782 New 450,000
TE CONNECTIVITY LTD REG SHS 19,113 19,113 New 300,000
ZENDESK INC COM 18,405 3,681 25 750,000


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