Andor Capital Management as of Sept. 30, 2013
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 34 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 14.9 | $201M | 4.0M | 50.23 | |
| Apple (AAPL) | 12.4 | $167M | 350k | 476.75 | |
| 11.4 | $153M | 175k | 875.91 | ||
| Tesla Motors (TSLA) | 4.7 | $63M | 325k | 193.37 | |
| Cree | 4.5 | $60M | 1.0M | 60.19 | |
| Linkedin Corp | 4.1 | $55M | 225k | 246.06 | |
| Amazon (AMZN) | 4.1 | $55M | 175k | 312.64 | |
| Netflix (NFLX) | 3.5 | $46M | 150k | 309.21 | |
| Tripadvisor (TRIP) | 2.8 | $38M | 500k | 75.84 | |
| Ruckus Wireless | 2.8 | $38M | 2.3M | 16.83 | |
| Pandora Media | 2.8 | $38M | 1.5M | 25.13 | |
| ARM Holdings | 2.7 | $36M | 750k | 48.12 | |
| Invensense | 2.6 | $35M | 2.0M | 17.62 | |
| Juniper Networks (JNPR) | 2.6 | $35M | 1.8M | 19.86 | |
| eBay (EBAY) | 2.1 | $28M | 500k | 55.79 | |
| Yelp Inc cl a (YELP) | 2.0 | $27M | 400k | 66.18 | |
| priceline.com Incorporated | 1.9 | $25M | 25k | 1010.96 | |
| OmniVision Technologies | 1.7 | $23M | 1.5M | 15.31 | |
| Finisar Corporation | 1.7 | $23M | 1.0M | 22.63 | |
| Medidata Solutions | 1.6 | $22M | 225k | 98.93 | |
| Zillow | 1.6 | $21M | 250k | 84.30 | |
| OpenTable | 1.6 | $21M | 300k | 69.97 | |
| salesforce (CRM) | 1.5 | $21M | 400k | 51.91 | |
| Applied Micro Circuits Corporation | 1.4 | $19M | 1.5M | 12.90 | |
| Aruba Networks | 1.2 | $17M | 1.0M | 16.64 | |
| Ciena Corporation (CIEN) | 0.9 | $13M | 500k | 25.01 | |
| Xoom | 0.8 | $11M | 350k | 31.76 | |
| Stratasys (SSYS) | 0.8 | $10M | 100k | 101.26 | |
| NCR Corporation (VYX) | 0.7 | $9.9M | 250k | 39.61 | |
| Xilinx | 0.7 | $9.4M | 200k | 46.85 | |
| Lions Gate Entertainment | 0.7 | $8.8M | 250k | 35.05 | |
| Workday Inc cl a (WDAY) | 0.6 | $8.1M | 100k | 80.93 | |
| Procera Networks | 0.3 | $4.6M | 300k | 15.49 | |
| Allot Communications (ALLT) | 0.3 | $4.4M | 350k | 12.65 |
