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) 1,977

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

Sector Weighting

Basic Materials
Capital Goods 1.02%
Conglomerates
Consumer Cyclical 12.51%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.91%
Technology 58.84%
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 -29,506 Sold Out 0
CANADIAN SOLAR INC COM -22,020 Sold Out 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR -17,740 Sold Out 0
RUCKUS WIRELESS INC COM -14,088 Sold Out 0
TRIPADVISOR INC COM -19,583 Sold Out 0
GOOGLE INC CL A 49,816 -49,816 (50) 100,000
NETFLIX INC COM 71,199 -7,911 (10) 225,000
DEMANDWARE INC COM 13,360 -5,344 (28.57) 250,000
TE CONNECTIVITY LTD REG SHS 18,372 18,372 New 300,000
SENSATA TECHNOLOGIES HLDG NV SHS 20,152 20,152 New 400,000
MOBILEYE N V AMSTELVEEN ORD SHS 18,639 18,639 New 450,000
AMBARELLA INC SHS 22,890 22,890 New 500,000
ZILLOW INC CL A 55,915 22,366 66.67 500,000
TABLEAU SOFTWARE INC CL A 48,192 48,192 New 600,000
YELP INC CL A 30,024 30,024 New 600,000
CHEGG INC COM 4,770 1,590 50 750,000
ZENDESK INC COM 17,513 3,503 25 750,000
SALESFORCE COM INC COM 67,238 26,895 66.67 1,250,000
TESLA MTRS INC COM 247,263 New 1,250,000
WORKDAY INC CL A 98,588 3,944 4.17 1,250,000