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) 1,712

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 9.06%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 14.99%
Technology 68.36%
Transportation
Utilities

48 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 23,321 23,321 New 150,000
FLEETCOR TECHNOLOGIES INC COM 22,044 22,044 New 200,000
INVENSENSE INC COM 21,250 -21,250 (50) 1,000,000
APPLIED MICRO CIRCUITS CORP COM NEW 20,588 6,863 50 2,250,000
ARUBA NETWORKS INC COM 20,370 New 1,000,000
SUNPOWER CORP COM 20,040 20,040 New 750,000
WORKDAY INC CL A 19,453 11,672 150 250,000
ZILLOW INC CL A 18,112 -4,528 (20) 200,000
RUCKUS WIRELESS INC COM 17,798 -5,085 (22.22) 1,750,000
AMBARELLA INC SHS 13,425 13,425 New 500,000
TABLEAU SOFTWARE INC CL A 12,696 12,696 New 200,000
FIREEYE INC COM 12,208 12,208 New 250,000
3-D SYS CORP DEL COM NEW 7,097 7,097 New 150,000
ALLOT COMMUNICATIONS LTD SHS 4,804 601 14.29 400,000
PROCERA NETWORKS INC COM NEW 2,775 New 300,000
CHEGG INC COM 2,610 2,610 New 500,000
CIENA CORP COM NEW -9,750 Sold Out 0
EBAY INC COM -26,950 Sold Out 0
FINISAR CORP COM NEW -25,640 Sold Out 0
JUNIPER NETWORKS INC COM -43,558 Sold Out 0