ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 48
New Positions 13
Increased Positions 24
Decreased Positions 16
Positions with Activity 40
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,742

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 9.1%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 15.3%
Technology 68.21%
Transportation
Utilities

48 Positions as of 12/31/2013

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 7,226 7,226 New 150,000
ALLOT COMMUNICATIONS LTD SHS 4,816 602 14.29 400,000
AMAZON COM INC COM 64,982 8,123 14.29 200,000
AMBARELLA INC SHS 13,620 13,620 New 500,000
APPLE INC COM 183,729 New 350,000
APPLIED MICRO CIRCUITS CORP COM NEW 20,385 6,795 50 2,250,000
ARM HLDGS PLC SPONSORED ADR 62,175 24,870 66.67 1,250,000
ARUBA NETWORKS INC COM 20,990 New 1,000,000
BAIDU INC SPON ADR REP A 23,370 23,370 New 150,000
CANADIAN SOLAR INC COM 46,305 46,305 New 1,750,000
CHEGG INC COM 2,750 2,750 New 500,000
CIENA CORP COM NEW -9,940 Sold Out 0
CREE INC COM 42,405 -14,135 (25) 750,000
EBAY INC COM -27,485 Sold Out 0
FACEBOOK INC CL A 235,760 New 4,000,000
FINISAR CORP COM NEW -27,845 Sold Out 0
FIREEYE INC COM 11,778 11,778 New 250,000
FIRST SOLAR INC COM 26,928 26,928 New 400,000
FLEETCOR TECHNOLOGIES INC COM 22,992 22,992 New 200,000
GOOGLE INC CL A 95,085 New 175,000