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) 1,664

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 17.32%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.02%
Technology 65.2%
Transportation
Utilities

36 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DREAMWORKS ANIMATION SKG INC CL A -44,713 Sold Out 0
FACEBOOK INC CL A 157,620 39,405 33.33 2,000,000
GOOGLE INC CL A -55,284 Sold Out 0
TABLEAU SOFTWARE INC CL A -59,484 Sold Out 0
WORKDAY INC CL A 49,907 -63,518 (56) 550,000
YELP INC CL A -23,766 Sold Out 0
ZILLOW GROUP INC CL A -47,985 Sold Out 0
CBS CORP (CLASS B) CL B 18,786 18,786 New 300,000
APPLE INC COM 386,100 32,175 9.09 3,000,000
CHEGG INC COM 5,543 New 750,000
CYPRESS SEMICONDUCTOR CORP COM 49,331 1,125 2.33 3,771,495
DEMANDWARE INC COM -15,290 Sold Out 0
IMPERVA INC COM 36,680 36,680 New 800,000
INTEGRATED DEVICE TECHNOLOGY COM 48,497 -15,798 (24.57) 2,640,000
LENDINGCLUB CORP COM 13,405 13,405 New 725,000
MICRON TECHNOLOGY INC COM -57,340 Sold Out 0
NETFLIX INC COM -124,853 Sold Out 0
ON DECK CAP INC COM 14,515 14,515 New 725,000
RF MICRODEVICES INC COM 165,900 New 10,000,000
SALESFORCE COM INC COM 50,120 -39,380 (44) 700,000