ANDOR CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 34
New Positions 8
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 6
Total Mkt Value (in $ millions) 926

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 25.76%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 14.82%
Technology 35.6%
Transportation
Utilities

34 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM -12,055 Sold Out 0
AMBARELLA INC SHS -11,201 Sold Out 0
FIREEYE INC COM -14,696 Sold Out 0
MARVELL TECHNOLOGY GROUP LTD ORD -5,445 Sold Out 0
MICRON TECHNOLOGY INC COM -9,492 Sold Out 0
VARONIS SYS INC COM -10,769 Sold Out 0
BITAUTO HLDGS LTD SPONSORED ADS 4,611 4,611 New 175,000
CHEGG INC COM 5,385 New 750,000
CYPRESS SEMICONDUCTOR CORP COM 6,286 -5,802 (48) 650,000
STARZ COM SER A 8,312 -924 (10) 225,000
LENDINGCLUB CORP COM 9,712 9,712 New 800,000
MA COM TECHNOLOGY SOLUTIONS COM 9,779 New 350,000
FITBIT INC CL A 11,512 11,512 New 350,000
CYBERARK SOFTWARE LTD SHS 12,565 12,565 New 250,000
INTEGRATED DEVICE TECHNOLOGY COM 13,853 -13,853 (50) 750,000
PALO ALTO NETWORKS INC COM 16,185 -24,278 (60) 100,000
CAVIUM INC COM 16,458 -3,292 (16.67) 250,000
NOKIA CORP SPONSORED ADR 18,330 18,330 New 3,000,000
ATMEL CORP COM 18,518 4,728 34.29 2,350,000
NETFLIX INC COM 22,216 22,216 New 210,000