ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 36
New Positions 13
Increased Positions 18
Decreased Positions 17
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,063

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 23.58%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 7.8%
Technology 37.94%
Transportation
Utilities

36 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS -35,728 Sold Out 0
BAIDU INC SPON ADR REP A -39,480 Sold Out 0
CBS CORP (CLASS B) CL B -18,516 Sold Out 0
LENDINGCLUB CORP COM -13,927 Sold Out 0
ON DECK CAP INC COM -11,006 Sold Out 0
RF MICRODEVICES INC COM -165,900 Sold Out 0
SALESFORCE COM INC COM -50,925 Sold Out 0
SOLARCITY CORP COM -39,078 Sold Out 0
TRUECAR INC COM -10,373 Sold Out 0
WORKDAY INC CL A -43,406 Sold Out 0
CHEGG INC COM 5,708 New 750,000
MARVELL TECHNOLOGY GROUP LTD ORD 6,995 6,995 New 500,000
STARZ COM SER A 10,490 10,490 New 250,000
VARONIS SYS INC COM 11,099 7,063 175 550,000
AMBARELLA INC SHS 11,276 -60,892 (84.38) 125,000
ALTERA CORP COM 12,213 12,213 New 250,000
MA COM TECHNOLOGY SOLUTIONS COM 13,356 13,356 New 350,000
ATMEL CORP COM 15,523 15,523 New 1,750,000
MICRON TECHNOLOGY INC COM 16,758 16,758 New 600,000
CYPRESS SEMICONDUCTOR CORP COM 17,163 -34,620 (66.86) 1,250,000


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