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 |
|---|---|---|---|---|---|
| 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 |
