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) 1,643

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 17.72%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 3.02%
Technology 65.02%
Transportation
Utilities

36 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS 31,816 31,816 New 400,000
AMBARELLA INC SHS 58,016 21,756 60 800,000
APPLE INC COM 377,400 31,450 9.09 3,000,000
BAIDU INC SPON ADR REP A 38,948 38,948 New 200,000
CBS CORP (CLASS B) CL B 18,531 18,531 New 300,000
CHEGG INC COM 5,453 New 750,000
CYPRESS SEMICONDUCTOR CORP COM 47,898 1,092 2.33 3,771,495
DEMANDWARE INC COM -15,310 Sold Out 0
DREAMWORKS ANIMATION SKG INC CL A -43,505 Sold Out 0
FACEBOOK INC CL A 155,120 38,780 33.33 2,000,000
GOOGLE INC CL A -54,305 Sold Out 0
IMPERVA INC COM 34,832 34,832 New 800,000
INTEGRATED DEVICE TECHNOLOGY COM 51,005 -16,615 (24.57) 2,640,000
JD COM INC SPON ADR CL A 42,125 42,125 New 1,250,000
LENDINGCLUB CORP COM 12,746 12,746 New 725,000
LIONS GATE ENTMNT CORP COM NEW 31,050 -31,050 (50) 1,000,000
MICRON TECHNOLOGY INC COM -56,080 Sold Out 0
MOBILEYE N V AMSTELVEEN ORD SHS -20,156 Sold Out 0
NETFLIX INC COM -127,249 Sold Out 0
ON DECK CAP INC COM 12,260 12,260 New 725,000


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