EMPIRE CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 82
New Positions 25
Increased Positions 35
Decreased Positions 47
Positions with Activity 82
Sold Out Positions 42
Total Mkt Value (in $ millions) 253

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 15.45%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 12.28%
Technology 63.22%
Transportation
Utilities

35 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JIVE SOFTWARE INC COM 27,336 1,670 6.51 5,100,000
AMAZON COM INC COM 10,995 2,537 30 26,000
APPLE INC COM 10,961 3,288 42.86 85,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 10,349 3,856 59.38 127,500
COGNIZANT TECHNOLOGY SOLUTIONS CL A 8,280 8,280 New 140,000
BROADCOM CORP CL A 7,656 7,656 New 170,000
TOWERS WATSON & CO CL A 7,121 7,121 New 55,000
NXP SEMICONDUCTORS N V COM 6,564 6,564 New 65,000
YELP INC CL A 5,964 4,572 328.57 150,000
MICROSOFT CORP COM 5,839 5,839 New 120,000
FACEBOOK INC CL A 4,739 4,739 New 60,000
MELLANOX TECHNOLOGIES LTD SHS 4,703 4,703 New 100,000
CRITEO S A SPONS ADS 4,653 4,653 New 110,000
ADOBE SYS INC COM 4,586 4,586 New 60,000
QLIK TECHNOLOGIES INC COM 4,538 4,538 New 130,000
IPG PHOTONICS CORP COM 4,531 3,172 233.33 50,000
MOBILEYE N V AMSTELVEEN ORD SHS 4,484 3,811 566.67 100,000
JDS UNIPHASE CORP COM PAR $0.001 4,462 4,462 New 355,000
INTEGRATED DEVICE TECHNOLOGY COM 3,930 553 16.39 209,500
CADENCE DESIGN SYSTEM INC COM 3,602 3,602 New 190,000