ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 13
Increased Positions 18
Decreased Positions 17
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,041

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 23.48%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 7.59%
Technology 37.24%
Transportation
Utilities

36 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
APPLE INC COM 32,515 -357,665 (91.67) 250,000
RF MICRODEVICES INC COM -165,900 Sold Out 0
FACEBOOK INC CL A 60,413 -100,688 (62.5) 750,000
TESLA MTRS INC COM 244,350 -61,088 (20) 1,000,000
AMBARELLA INC SHS 10,781 -58,219 (84.38) 125,000
WORKDAY INC CL A -49,737 Sold Out 0
SALESFORCE COM INC COM -49,112 Sold Out 0
SOLARCITY CORP COM -39,819 Sold Out 0
BAIDU INC SPON ADR REP A -39,102 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -36,280 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM 16,888 -34,065 (66.86) 1,250,000
INTEGRATED DEVICE TECHNOLOGY COM 33,390 -25,376 (43.18) 1,500,000
CBS CORP (CLASS B) CL B -18,324 Sold Out 0
IMPERVA INC COM 30,975 -16,225 (34.38) 525,000
LENDINGCLUB CORP COM -12,804 Sold Out 0
ON DECK CAP INC COM -11,774 Sold Out 0
TRUECAR INC COM -10,493 Sold Out 0
CHEGG INC COM 5,978 New 750,000
MARVELL TECHNOLOGY GROUP LTD ORD 7,070 7,070 New 500,000
VARONIS SYS INC COM 11,820 7,522 175 550,000