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) 2,080

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

Sector Weighting

Basic Materials
Capital Goods 0.96%
Conglomerates
Consumer Cyclical 12.38%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 13.46%
Technology 58.06%
Transportation
Utilities

31 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
FACEBOOK INC CL A 113,670 -113,670 (50) 1,500,000
GOOGLE INC CL A 52,119 -52,119 (50) 100,000
AMAZON COM INC COM -30,675 Sold Out 0
CANADIAN SOLAR INC COM -20,360 Sold Out 0
TRIPADVISOR INC COM -19,003 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -18,650 Sold Out 0
RUCKUS WIRELESS INC COM -13,013 Sold Out 0
NETFLIX INC COM 102,188 -11,354 (10) 225,000
DEMANDWARE INC COM 13,570 -5,428 (28.57) 250,000
TESLA MTRS INC COM 257,475 New 1,250,000
CHEGG INC COM 5,325 1,775 50 750,000
ZENDESK INC COM 18,278 3,656 25 750,000
WORKDAY INC CL A 100,788 4,032 4.17 1,250,000
LIONS GATE ENTMNT CORP COM NEW 58,640 14,660 33.33 2,000,000
SOLARCITY CORP COM 92,685 17,535 23.33 1,850,000
MOBILEYE N V AMSTELVEEN ORD SHS 18,608 18,608 New 450,000
TE CONNECTIVITY LTD REG SHS 19,389 19,389 New 300,000
SENSATA TECHNOLOGIES HLDG NV SHS 20,048 20,048 New 400,000
ZILLOW INC CL A 51,210 20,484 66.67 500,000
MICRON TECHNOLOGY INC COM 59,300 22,238 60 2,000,000