ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 36
New Positions 10
Increased Positions 14
Decreased Positions 19
Positions with Activity 33
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,659

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%
Conglomerates
Consumer Cyclical 17.03%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.02%
Technology 65.61%
Transportation
Utilities

36 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
DEMANDWARE INC COM -15,308 Sold Out 0
DREAMWORKS ANIMATION SKG INC CL A -43,628 Sold Out 0
GOOGLE INC CL A -55,116 Sold Out 0
MICRON TECHNOLOGY INC COM -57,980 Sold Out 0
MOBILEYE N V AMSTELVEEN ORD SHS -20,178 Sold Out 0
NETFLIX INC COM -125,332 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -22,104 Sold Out 0
SUNEDISON INC COM -89,775 Sold Out 0
TABLEAU SOFTWARE INC CL A -58,662 Sold Out 0
TE CONNECTIVITY LTD REG SHS -20,421 Sold Out 0
YELP INC CL A -23,856 Sold Out 0
ZENDESK INC COM -16,913 Sold Out 0
ZILLOW GROUP INC CL A -48,865 Sold Out 0
SOLARCITY CORP COM 40,053 -73,944 (64.87) 650,000
TWITTER INC COM 94,600 -122,980 (56.52) 2,500,000
WORKDAY INC CL A 49,225 -62,650 (56) 550,000
LIONS GATE ENTMNT CORP COM NEW 31,330 -31,330 (50) 1,000,000
SALESFORCE COM INC COM 51,352 -40,348 (44) 700,000
INTEGRATED DEVICE TECHNOLOGY COM 49,526 -16,134 (24.57) 2,640,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 32,468 32,468 New 400,000


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