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 9.6%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 29.5%
Services
Technology 27.43%
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 -11,381 Sold Out 0
CIENA CORP COM NEW -7,891 Sold Out 0
FORTINET INC COM -5,037 Sold Out 0
FOUNDATION MEDICINE INC COM -6,239 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -11,166 Sold Out 0
LINKEDIN CORP COM CL A -13,110 Sold Out 0
NIMBLE STORAGE INC COM -2,205 Sold Out 0
SUNESIS PHARMACEUTICALS INC COM NEW -3,260 Sold Out 0
ZULILY INC CL A -1,361 Sold Out 0
SALESFORCE COM INC COM 8,516 -3,598 (29.7) 127,970
AOL INC COM 5,082 5,082 New 128,850
BIOMARIN PHARMACEUTICAL INC COM 11,827 11,827 New 91,840
BLUEBIRD BIO INC COM 16,862 16,862 New 147,380
GILEAD SCIENCES INC COM 13,723 13,723 New 135,870
GW PHARMACEUTICALS PLC ADS 11,606 11,606 New 134,230
KITE PHARMA INC COM 21,874 21,874 New 365,900
OCULAR THERAPEUTIX INC COM 3,148 3,148 New 74,380
OREXIGEN THERAPEUTICS INC COM 14,258 14,258 New 1,891,000
PUMA BIOTECHNOLOGY INC COM 11,881 11,881 New 55,005
RINGCENTRAL INC CL A 2,491 2,491 New 161,424