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 42
New Positions 6
Increased Positions 21
Decreased Positions 18
Positions with Activity 39
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,980

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 14.11%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 16.28%
Technology 58.13%
Transportation
Utilities

42 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 149,960 -149,960 (50) 2,000,000
APPLE INC COM 169,803 -67,921 (28.57) 1,750,000
STRATASYS LTD SHS -52,130 Sold Out 0
PRICELINE GRP INC COM NEW -43,286 Sold Out 0
CREE INC COM -36,413 Sold Out 0
BAIDU INC SPON ADR REP A -30,641 Sold Out 0
YELP INC CL A -27,908 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -26,496 Sold Out 0
INVENSENSE INC COM -25,510 Sold Out 0
FIRST SOLAR INC COM -25,320 Sold Out 0
AMAZON COM INC COM 53,792 -17,931 (25) 150,000
APPLIED MICRO CIRCUITS CORP COM NEW 11,044 -11,546 (51.11) 1,100,000
ARM HLDGS PLC SPONSORED ADR 44,320 -11,080 (20) 1,000,000
AMBARELLA INC SHS 4,541 -10,595 (70) 150,000
SUNPOWER CORP COM 19,045 -9,523 (33.33) 500,000
3-D SYS CORP DEL COM NEW -7,974 Sold Out 0
ALLOT COMMUNICATIONS LTD SHS -5,236 Sold Out 0
PROCERA NETWORKS INC COM NEW -2,997 Sold Out 0
CANADIAN SOLAR INC COM 48,948 New 1,750,000
CHEGG INC COM 2,990 New 500,000