ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 35
New Positions 5
Increased Positions 11
Decreased Positions 18
Positions with Activity 29
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,900

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 16.82%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 15.1%
Technology 55.26%
Transportation
Utilities

35 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 224,430 74,810 50 3,000,000
GOOGLE INC CL A 119,082 New 200,000
TABLEAU SOFTWARE INC CL A -24,552 Sold Out 0
WORKDAY INC CL A 106,092 61,887 140 1,200,000
ZILLOW INC CL A 42,396 -42,396 (50) 300,000
GOOGLE INC CL C -116,898 Sold Out 0
AMAZON COM INC COM 33,578 -16,789 (33.33) 100,000
APPLE INC COM 211,197 35,200 20 2,100,000
ARUBA NETWORKS INC COM -30,000 Sold Out 0
CANADIAN SOLAR INC COM 35,200 -26,400 (42.86) 1,000,000
CHEGG INC COM 3,490 New 500,000
DEMANDWARE INC COM 19,779 19,779 New 350,000
FIREEYE INC COM -12,587 Sold Out 0
GT ADVANCED TECHNOLOGIES INC COM -44,900 Sold Out 0
INTEGRATED DEVICE TECHNOLOGY COM 24,375 24,375 New 1,500,000
MEDIDATA SOLUTIONS INC COM -40,329 Sold Out 0
MICRON TECHNOLOGY INC COM 41,625 41,625 New 1,250,000
NETFLIX INC COM 118,048 47,219 66.67 250,000
RF MICRODEVICES INC COM 47,880 47,880 New 4,000,000
RUCKUS WIRELESS INC COM 16,925 -16,925 (50) 1,250,000


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