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) 2,081

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

Sector Weighting

Basic Materials
Capital Goods 0.96%
Conglomerates
Consumer Cyclical 12.32%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 13.01%
Technology 59.28%
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 -31,178 Sold Out 0
CANADIAN SOLAR INC COM -19,810 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -17,680 Sold Out 0
RUCKUS WIRELESS INC COM -13,313 Sold Out 0
TRIPADVISOR INC COM -18,700 Sold Out 0
GOOGLE INC CL A 51,323 -51,323 (50) 100,000
NETFLIX INC COM 99,855 -11,095 (10) 225,000
DEMANDWARE INC COM 13,713 -5,485 (28.57) 250,000
TE CONNECTIVITY LTD REG SHS 20,271 20,271 New 300,000
SENSATA TECHNOLOGIES HLDG NV SHS 19,968 19,968 New 400,000
MOBILEYE N V AMSTELVEEN ORD SHS 17,429 17,429 New 450,000
AMBARELLA INC SHS 28,340 28,340 New 500,000
ZILLOW INC CL A 49,155 19,662 66.67 500,000
TABLEAU SOFTWARE INC CL A 48,300 48,300 New 600,000
YELP INC CL A 31,758 31,758 New 600,000
CHEGG INC COM 4,995 1,665 50 750,000
ZENDESK INC COM 18,773 3,755 25 750,000
SALESFORCE COM INC COM 72,625 29,050 66.67 1,250,000
TESLA MTRS INC COM 256,500 New 1,250,000
WORKDAY INC CL A 98,963 3,959 4.17 1,250,000