ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 34
New Positions 8
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 6
Total Mkt Value (in $ millions) 971

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 25.59%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.84%
Technology 35.73%
Transportation
Utilities

34 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALTERA CORP COM -12,153 Sold Out 0
AMBARELLA INC SHS -12,039 Sold Out 0
FIREEYE INC COM -15,676 Sold Out 0
MARVELL TECHNOLOGY GROUP LTD ORD -5,660 Sold Out 0
MICRON TECHNOLOGY INC COM -9,576 Sold Out 0
VARONIS SYS INC COM -10,962 Sold Out 0
TWITTER INC COM 40,245 -67,075 (62.5) 1,500,000
PALO ALTO NETWORKS INC COM 16,800 -25,200 (60) 100,000
INTEGRATED DEVICE TECHNOLOGY COM 14,318 -14,318 (50) 750,000
CYPRESS SEMICONDUCTOR CORP COM 6,559 -6,054 (48) 650,000
FACEBOOK INC CL A 45,505 -22,753 (33.33) 500,000
CAVIUM INC COM 17,088 -3,418 (16.67) 250,000
PROOFPOINT INC COM 28,355 -5,671 (16.67) 500,000
IMPERVA INC COM 28,580 -4,763 (14.29) 450,000
JD COM INC SPON ADR CL A 34,801 -5,354 (13.33) 1,300,000
STARZ COM SER A 8,489 -943 (10) 225,000
QORVO INC COM 39,053 -2,790 (6.67) 700,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 49,049 49,049 New 700,000
BITAUTO HLDGS LTD SPONSORED ADS 4,604 4,604 New 175,000
CHEGG INC COM 5,745 New 750,000


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