ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 8
Increased Positions 21
Decreased Positions 9
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 2,096

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1%
Conglomerates
Consumer Cyclical 13.02%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.54%
Technology 58.77%
Transportation
Utilities

31 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM -29,773 Sold Out 0
AMBARELLA INC SHS 24,280 24,280 New 500,000
APPLE INC COM 309,788 73,223 30.95 2,750,000
CANADIAN SOLAR INC COM -21,110 Sold Out 0
CHEGG INC COM 4,950 1,650 50 750,000
DEMANDWARE INC COM 14,178 -5,671 (28.57) 250,000
DREAMWORKS ANIMATION SKG INC CL A 38,710 38,710 New 1,750,000
FACEBOOK INC CL A 117,600 -117,600 (50) 1,500,000
GOOGLE INC CL A 51,462 -51,462 (50) 100,000
INTEGRATED DEVICE TECHNOLOGY COM 69,545 39,740 133.33 3,500,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR -18,150 Sold Out 0
LIONS GATE ENTMNT CORP COM NEW 63,780 15,945 33.33 2,000,000
MICRON TECHNOLOGY INC COM 68,900 25,838 60 2,000,000
MOBILEYE N V AMSTELVEEN ORD SHS 19,782 19,782 New 450,000
NETFLIX INC COM 75,245 -8,361 (10) 225,000
RF MICRODEVICES INC COM 159,900 95,940 150 10,000,000
RUCKUS WIRELESS INC COM -14,588 Sold Out 0
SALESFORCE COM INC COM 74,163 29,665 66.67 1,250,000
SENSATA TECHNOLOGIES HLDG NV SHS 20,892 20,892 New 400,000
SOLARCITY CORP COM 99,438 18,813 23.33 1,850,000