LAMOND CAPITAL PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 27
New Positions 9
Increased Positions 10
Decreased Positions 17
Positions with Activity 27
Sold Out Positions 15
Total Mkt Value (in $ millions) 88

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 8.89%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 16.22%
Services 0%
Technology 51.59%
Transportation
Utilities

27 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
GILEAD SCIENCES INC COM -17,400 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -15,329 Sold Out 0
RED HAT INC COM -10,924 Sold Out 0
VMWARE INC CL A COM -10,427 Sold Out 0
AOL INC COM -8,702 Sold Out 0
DIGITALGLOBE INC COM NEW -8,288 Sold Out 0
MASTERCARD INC CL A -7,360 Sold Out 0
DISH NETWORK CORP CL A -5,749 Sold Out 0
NCR CORP NEW COM -5,443 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -5,227 Sold Out 0
TREE COM INC COM -4,940 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -4,847 Sold Out 0
SEACHANGE INTL INC COM -3,936 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS 11,785 -3,852 (24.63) 719,006
INFOBLOX INC COM 12,629 -2,891 (18.63) 772,910
VIVUS INC COM -2,034 Sold Out 0
GLU MOBILE INC COM -1,550 Sold Out 0
RALLY SOFTWARE DEV CORP COM 7,779 2,629 51.04 792,950
NIMBLE STORAGE INC COM 2,659 2,659 New 102,514
SUNESIS PHARMACEUTICALS INC COM NEW 2,798 2,798 New 1,320,000


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