Andor Capital Management

Andor Capital Management as of Sept. 30, 2012

Portfolio Holdings for Andor Capital Management

Andor Capital Management holds 22 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 16.6 $151M 200k 754.50
Apple (AAPL) 14.7 $133M 200k 667.10
Amazon (AMZN) 14.0 $127M 500k 254.32
salesforce (CRM) 6.7 $61M 400k 152.69
Linkedin Corp 6.6 $60M 500k 120.40
Cirrus Logic (CRUS) 6.3 $58M 1.5M 38.39
Mellanox Technologies 5.6 $51M 500k 101.53
eBay (EBAY) 5.3 $48M 1.0M 48.37
Red Hat 3.1 $29M 500k 56.94
OmniVision Technologies 3.1 $28M 2.0M 13.96
Skyworks Solutions (SWKS) 2.6 $24M 1.0M 23.56
Aruba Networks 2.5 $23M 1.0M 22.48
Facebook Inc cl a (META) 2.4 $22M 1.0M 21.66
Cavium 2.0 $18M 550k 33.31
Inphi Corporation 1.6 $14M 1.4M 10.66
Yelp Inc cl a (YELP) 1.5 $14M 500k 27.05
Yahoo! 1.2 $11M 700k 15.97
Juniper Networks (JNPR) 1.1 $10M 600k 17.11
Cornerstone Ondemand 1.0 $9.2M 300k 30.66
Pandora Media 0.8 $7.7M 700k 10.95
Millennial Media 0.8 $7.2M 500k 14.35
Imperva 0.6 $5.7M 155k 36.99