Andor Capital Management as of March 31, 2012
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 16 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 22.1 | $120M | 200k | 599.55 | |
| Qualcomm (QCOM) | 10.0 | $54M | 800k | 68.06 | |
| Marvell Technology Group | 9.4 | $51M | 3.3M | 15.73 | |
| salesforce (CRM) | 8.5 | $46M | 300k | 154.51 | |
| Fusion-io | 7.8 | $43M | 1.5M | 28.41 | |
| LSI Corporation | 7.2 | $39M | 4.5M | 8.68 | |
| Skyworks Solutions (SWKS) | 6.4 | $35M | 1.3M | 27.65 | |
| Linkedin Corp | 5.2 | $28M | 275k | 101.99 | |
| Micron Technology (MU) | 4.5 | $24M | 3.0M | 8.10 | |
| RF Micro Devices | 4.1 | $22M | 4.5M | 4.98 | |
| ON Semiconductor (ON) | 3.7 | $20M | 2.3M | 9.01 | |
| Inphi Corporation | 3.6 | $20M | 1.4M | 14.18 | |
| TriQuint Semiconductor | 3.5 | $19M | 2.8M | 6.89 | |
| Lattice Semiconductor (LSCC) | 2.7 | $15M | 2.3M | 6.43 | |
| Finisar Corporation | 1.1 | $6.0M | 300k | 20.15 | |
| Allot Communications (ALLT) | 0.2 | $1.2M | 50k | 23.24 |
