ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 13
Increased Positions 18
Decreased Positions 17
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,045

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 25.52%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 8.62%
Technology 38.36%
Transportation
Utilities

36 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 71,408 -119,013 (62.5) 750,000
WORKDAY INC CL A -46,063 Sold Out 0
CBS CORP (CLASS B) CL B -15,960 Sold Out 0
ALTERA CORP COM 12,460 12,460 New 250,000
APPLE INC COM 30,593 -336,518 (91.67) 250,000
ATMEL CORP COM 14,735 14,735 New 1,750,000
CAVIUM INC COM 20,442 20,442 New 300,000
CHEGG INC COM 6,120 New 750,000
CYPRESS SEMICONDUCTOR CORP COM 14,525 -29,300 (66.86) 1,250,000
FIREEYE INC COM 19,104 19,104 New 400,000
IMPERVA INC COM 33,894 -17,754 (34.38) 525,000
INTEGRATED DEVICE TECHNOLOGY COM 29,055 -22,082 (43.18) 1,500,000
LENDINGCLUB CORP COM -10,534 Sold Out 0
MA COM TECHNOLOGY SOLUTIONS COM 11,711 11,711 New 350,000
MICRON TECHNOLOGY INC COM 11,940 11,940 New 600,000
ON DECK CAP INC COM -9,186 Sold Out 0
PALO ALTO NETWORKS INC COM 46,298 46,298 New 250,000
PROOFPOINT INC COM 38,526 38,526 New 600,000
QORVO INC COM 45,364 45,364 New 750,000
RF MICRODEVICES INC COM -165,900 Sold Out 0