ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 48
New Positions 13
Increased Positions 24
Decreased Positions 16
Positions with Activity 40
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,742

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 9.1%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 15.3%
Technology 68.21%
Transportation
Utilities

13 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWITTER INC COM 101,273 101,273 New 2,250,000
SOLARCITY CORP COM 56,720 56,720 New 1,000,000
SUNEDISON INC COM 52,980 52,980 New 3,000,000
CANADIAN SOLAR INC COM 46,305 46,305 New 1,750,000
FIRST SOLAR INC COM 26,928 26,928 New 400,000
BAIDU INC SPON ADR REP A 23,370 23,370 New 150,000
FLEETCOR TECHNOLOGIES INC COM 22,992 22,992 New 200,000
SUNPOWER CORP COM 19,898 19,898 New 750,000
AMBARELLA INC SHS 13,620 13,620 New 500,000
TABLEAU SOFTWARE INC CL A 12,936 12,936 New 200,000
FIREEYE INC COM 11,778 11,778 New 250,000
3-D SYS CORP DEL COM NEW 7,226 7,226 New 150,000
CHEGG INC COM 2,750 2,750 New 500,000