EMPIRE CAPITAL MANAGEMENT, L.L.C. Information

1 GORHAM ISLAND, WESTPORT, Connecticut, 06880, (203) 454-1019

Report Date: 12/31/2013

Position Statistics

Total Positions 88
New Positions 23
Increased Positions 33
Decreased Positions 54
Positions with Activity 87
Sold Out Positions 43
Total Mkt Value (in $ millions) 565

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 5.91%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 0.37%
Financial 0.15%
Healthcare
Services 19.96%
Technology 64.62%
Transportation
Utilities

88 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SONUS NETWORKS INC COM 81,684 -157 (0.19) 26,435,000
APPLE INC COM 51,901 27,508 112.77 100,000
JIVE SOFTWARE INC COM 43,260 11,897 37.93 6,000,000
BAZAARVOICE INC COM 33,358 14,145 73.62 4,705,000
YELP INC CL A 32,900 32,900 New 500,000
AMAZON COM INC COM 25,894 25,894 New 80,000
SALESFORCE COM INC COM 25,191 New 450,000
TABLEAU SOFTWARE INC CL A 22,884 22,884 New 357,500
VEEVA SYS INC CL A COM 20,625 20,625 New 911,400
MICROSOFT CORP COM 20,200 20,200 New 500,000
AMERICAN TOWER CORP NEW COM 15,858 15,858 New 192,500
SUNEDISON INC COM 14,977 -23,787 (61.36) 850,000
LAM RESEARCH CORP COM 14,148 6,331 81 271,500
SUNPOWER CORP COM 11,369 -2,006 (15) 425,000
LIBERTY MEDIA CORP DELAWARE CL A 10,770 10,770 New 85,000
GRUPO TELEVISA SA SPON ADR REP ORD 10,239 1,321 14.82 310,000
APPLIED MATLS INC COM 10,028 4,352 76.67 530,000
ACTIVISION BLIZZARD INC COM 10,017 4,668 87.27 515,000
AOL INC COM 9,981 9,981 New 225,000
TERADYNE INC COM 7,986 7,986 New 425,000