ANDOR CAPITAL MANAGEMENT, L.L.C.
4 INTERNATIONAL DRIVE, RYE BROOK, New York, 10573, (914) 607-6000
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 32 |
| New Positions | 16 |
| Increased Positions | 21 |
| Decreased Positions | 10 |
| Positions with Activity | 31 |
| Sold Out Positions | 5 |
| Total Mkt Value (in $ millions) |
821 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 22.55% |
| Technology | 77.45% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
32 Positions as of 03/31/2013
Company |
Class | Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 69,515 | -27,806 | (28.57) | 250,000 |
| APPLE INC | COM | 43,200 | 43,200 | New | 100,000 |
| APPLIED MICRO CIRCUITS CORP | COM NEW | 2,025 | 2,025 | New | 250,000 |
| ARM HLDGS PLC | SPONSORED ADR | 21,357 | 21,357 | New | 550,000 |
| BROADCOM CORP | CL A | 42,850 | 42,850 | New | 1,250,000 |
| CAVIUM INC | COM | 10,200 | 10,200 | New | 300,000 |
| CIRRUS LOGIC INC | COM | 17,990 | -8,995 | (33.33) | 1,000,000 |
| CORNERSTONE ONDEMAND INC | COM | 18,972 | 3,348 | 21.43 | 425,000 |
| CREE INC | COM | 12,586 | 12,586 | New | 200,000 |
| EBAY INC | COM | -72,898 | Sold Out | 0 | |
| FACEBOOK INC | CL A | 48,044 | New | 2,000,000 | |
| GOOGLE INC | CL A | 132,938 | 44,313 | 50 | 150,000 |
| HOMEAWAY INC | COM | 8,961 | 8,961 | New | 300,000 |
| IMPERVA INC | COM | 14,200 | 1,014 | 7.69 | 350,000 |
| INVENSENSE INC | COM | 14,610 | 14,610 | New | 1,000,000 |
| JUNIPER NETWORKS INC | COM | -38,120 | Sold Out | 0 | |
| LINKEDIN CORP | COM CL A | 71,036 | -8,880 | (11.11) | 400,000 |
| LIONS GATE ENTMNT CORP | COM NEW | 27,720 | 27,720 | New | 1,000,000 |
| MILLENNIAL MEDIA INC | COM | -2,058 | Sold Out | 0 | |
| NETFLIX INC | COM | 45,846 | 45,846 | New | 200,000 |
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