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) 2,153

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

Sector Weighting

Basic Materials
Capital Goods 0.99%
Conglomerates
Consumer Cyclical 13.23%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.34%
Technology 58.9%
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 121,163 -121,163 (50) 1,500,000
GOOGLE INC CL A 54,152 -54,152 (50) 100,000
AMAZON COM INC COM -30,909 Sold Out 0
CANADIAN SOLAR INC COM -23,440 Sold Out 0
TRIPADVISOR INC COM -21,150 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -19,610 Sold Out 0
RUCKUS WIRELESS INC COM -14,750 Sold Out 0
NETFLIX INC COM 76,511 -8,501 (10) 225,000
DEMANDWARE INC COM 15,105 -6,042 (28.57) 250,000
TESLA MTRS INC COM 284,775 New 1,250,000
CHEGG INC COM 5,258 1,753 50 750,000
ZENDESK INC COM 18,750 3,750 25 750,000
WORKDAY INC CL A 106,200 4,248 4.17 1,250,000
LIONS GATE ENTMNT CORP COM NEW 64,940 16,235 33.33 2,000,000
TE CONNECTIVITY LTD REG SHS 19,425 19,425 New 300,000
MOBILEYE N V AMSTELVEEN ORD SHS 19,503 19,503 New 450,000
SOLARCITY CORP COM 105,709 19,999 23.33 1,850,000
ZILLOW INC CL A 52,230 20,892 66.67 500,000
SENSATA TECHNOLOGIES HLDG NV SHS 21,384 21,384 New 400,000
MICRON TECHNOLOGY INC COM 70,000 26,250 60 2,000,000


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