LAMOND CAPITAL PARTNERS LLC Information

50 CALIFORNIA STREET, SUITE 1330, SAN FRANCISCO, California, 94111, (415) 848-2260

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 12
Increased Positions 14
Decreased Positions 10
Positions with Activity 24
Sold Out Positions 9
Total Mkt Value (in $ millions) 179

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 9.37%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 27.62%
Services
Technology 27.8%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFOBLOX INC COM 35,109 16,969 93.54 1,495,906
BLUEBIRD BIO INC COM 20,477 20,477 New 147,380
KITE PHARMA INC COM 18,811 18,811 New 365,900
RALLY SOFTWARE DEV CORP COM 16,768 5,341 46.75 1,163,626
GW PHARMACEUTICALS PLC ADS 14,649 14,649 New 134,230
GILEAD SCIENCES INC COM 14,268 14,268 New 135,870
OREXIGEN THERAPEUTICS INC COM 12,613 12,613 New 1,891,000
BIOMARIN PHARMACEUTICAL INC COM 10,646 10,646 New 91,840
PUMA BIOTECHNOLOGY INC COM 10,355 10,355 New 55,005
SALESFORCE COM INC COM 9,388 -3,967 (29.7) 127,970
AOL INC COM 5,231 5,231 New 128,850
ULTRAGENYX PHARMACEUTICAL INC COM 4,662 4,662 New 77,940
RINGCENTRAL INC CL A 2,765 2,765 New 161,424
OCULAR THERAPEUTIX INC COM 1,635 1,635 New 74,380
SYNAGEVA BIOPHARMA CORP COM 1,522 1,522 New 15,390
AMGEN INC COM -11,225 Sold Out 0
CIENA CORP COM NEW -8,764 Sold Out 0
FORTINET INC COM -5,590 Sold Out 0
FOUNDATION MEDICINE INC COM -5,921 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -11,432 Sold Out 0