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) 180

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 9.14%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 27.69%
Services
Technology 27.59%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMGEN INC COM -11,348 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -11,281 Sold Out 0
LINKEDIN CORP COM CL A -10,389 Sold Out 0
CIENA CORP COM NEW -8,900 Sold Out 0
FOUNDATION MEDICINE INC COM -5,820 Sold Out 0
FORTINET INC COM -5,641 Sold Out 0
SALESFORCE COM INC COM 9,163 -3,871 (29.7) 127,970
SUNESIS PHARMACEUTICALS INC COM NEW -3,036 Sold Out 0
NIMBLE STORAGE INC COM -2,529 Sold Out 0
ZULILY INC CL A -1,273 Sold Out 0
SYNAGEVA BIOPHARMA CORP COM 1,531 1,531 New 15,390
OCULAR THERAPEUTIX INC COM 1,659 1,659 New 74,380
RINGCENTRAL INC CL A 2,794 2,794 New 161,424
ULTRAGENYX PHARMACEUTICAL INC COM 4,807 4,807 New 77,940
RALLY SOFTWARE DEV CORP COM 16,465 5,245 46.75 1,163,626
AOL INC COM 5,260 5,260 New 128,850
PUMA BIOTECHNOLOGY INC COM 10,615 10,615 New 55,005
BIOMARIN PHARMACEUTICAL INC COM 10,683 10,683 New 91,840
OREXIGEN THERAPEUTICS INC COM 12,708 12,708 New 1,891,000
GILEAD SCIENCES INC COM 14,356 14,356 New 135,870


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