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) 2,147

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

Sector Weighting

Basic Materials
Capital Goods 0.93%
Conglomerates
Consumer Cyclical 14.14%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 13.02%
Technology 56.89%
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 -33,263 Sold Out 0
CANADIAN SOLAR INC COM -27,570 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -25,090 Sold Out 0
RUCKUS WIRELESS INC COM -14,625 Sold Out 0
TRIPADVISOR INC COM -19,610 Sold Out 0
GOOGLE INC CL A 54,589 -54,589 (50) 100,000
NETFLIX INC COM 81,063 -9,007 (10) 225,000
DEMANDWARE INC COM 14,275 -5,710 (28.57) 250,000
TE CONNECTIVITY LTD REG SHS 18,906 18,906 New 300,000
SENSATA TECHNOLOGIES HLDG NV SHS 19,860 19,860 New 400,000
MOBILEYE N V AMSTELVEEN ORD SHS 19,971 19,971 New 450,000
AMBARELLA INC SHS 24,815 24,815 New 500,000
ZILLOW INC CL A 57,510 23,004 66.67 500,000
TABLEAU SOFTWARE INC CL A 49,050 49,050 New 600,000
YELP INC CL A 34,854 34,854 New 600,000
CHEGG INC COM 5,070 1,690 50 750,000
ZENDESK INC COM 18,285 3,657 25 750,000
SALESFORCE COM INC COM 72,738 29,095 66.67 1,250,000
TESLA MTRS INC COM 303,475 New 1,250,000
WORKDAY INC CL A 116,250 4,650 4.17 1,250,000