ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 41
New Positions 6
Increased Positions 20
Decreased Positions 18
Positions with Activity 38
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,949

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 14.68%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 16.43%
Technology 55.42%
Transportation
Utilities

41 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
FACEBOOK INC CL A 149,354 -149,354 (50) 2,000,000
APPLE INC COM 171,763 -68,705 (28.57) 1,750,000
STRATASYS LTD SHS -52,475 Sold Out 0
PRICELINE GRP INC COM NEW -43,958 Sold Out 0
CREE INC COM -36,533 Sold Out 0
BAIDU INC SPON ADR REP A -32,870 Sold Out 0
YELP INC CL A -30,240 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -27,304 Sold Out 0
FIRST SOLAR INC COM -26,232 Sold Out 0
INVENSENSE INC COM -22,930 Sold Out 0
AMAZON COM INC COM 48,377 -16,126 (25) 150,000
ARM HLDGS PLC SPONSORED ADR 43,510 -10,878 (20) 1,000,000
AMBARELLA INC SHS 4,448 -10,378 (70) 150,000
APPLIED MICRO CIRCUITS CORP COM NEW 9,581 -10,017 (51.11) 1,100,000
SUNPOWER CORP COM 19,120 -9,560 (33.33) 500,000
3-D SYS CORP DEL COM NEW -8,411 Sold Out 0
ALLOT COMMUNICATIONS LTD SHS -5,372 Sold Out 0
PROCERA NETWORKS INC COM NEW -3,069 Sold Out 0
CANADIAN SOLAR INC COM 45,903 New 1,750,000
CHEGG INC COM 3,185 New 500,000