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) 176

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 8.19%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 30.18%
Services
Technology 28.26%
Transportation
Utilities

24 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFOBLOX INC COM 35,977 17,388 93.54 1,495,906
KITE PHARMA INC COM 23,121 23,121 New 365,900
OREXIGEN THERAPEUTICS INC COM 16,055 16,055 New 1,891,000
BLUEBIRD BIO INC COM 14,745 14,745 New 147,380
RALLY SOFTWARE DEV CORP COM 14,406 4,589 46.75 1,163,626
GILEAD SCIENCES INC COM 14,003 14,003 New 135,870
PUMA BIOTECHNOLOGY INC COM 11,384 11,384 New 55,005
GW PHARMACEUTICALS PLC ADS 10,949 10,949 New 134,230
BIOMARIN PHARMACEUTICAL INC COM 10,083 10,083 New 91,840
SALESFORCE COM INC COM 8,303 -3,508 (29.7) 127,970
AOL INC COM 5,428 5,428 New 128,850
ULTRAGENYX PHARMACEUTICAL INC COM 4,425 4,425 New 77,940
OCULAR THERAPEUTIX INC COM 2,917 2,917 New 74,380
RINGCENTRAL INC CL A 2,549 2,549 New 161,424
SYNAGEVA BIOPHARMA CORP COM 1,574 1,574 New 15,390
AMGEN INC COM -11,143 Sold Out 0
CIENA CORP COM NEW -8,480 Sold Out 0
FORTINET INC COM -4,907 Sold Out 0
FOUNDATION MEDICINE INC COM -6,150 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -10,692 Sold Out 0