Andor Capital Management as of March 31, 2013
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 27 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 15.1 | $119M | 150k | 794.19 | ||
| Linkedin Corp | 8.9 | $70M | 400k | 176.06 | |
| Amazon | 8.5 | $67M | 250k | 266.49 | |
| SanDisk Corporation | 7.0 | $55M | 1.0M | 54.96 | |
| Facebook Inc cl a (META) | 6.5 | $51M | 2.0M | 25.58 | |
| Apple Computer | 5.6 | $44M | 100k | 442.66 | |
| Broadcom Corporation | 5.5 | $43M | 1.3M | 34.68 | |
| stock | 5.1 | $40M | 1.0M | 40.03 | |
| Netflix (NFLX) | 4.8 | $38M | 200k | 189.28 | |
| salesforce (CRM) | 4.5 | $36M | 200k | 178.83 | |
| Lions Gate Entertainment | 3.0 | $24M | 1.0M | 23.77 | |
| Yahoo! | 3.0 | $24M | 1.0M | 23.53 | |
| ARM HOLDINGS PLC Cambridge | 3.0 | $23M | 550k | 42.37 | |
| Cirrus Logic (CRUS) | 2.9 | $23M | 1.0M | 22.75 | |
| Cornerstone Ondemand | 1.8 | $15M | 425k | 34.10 | |
| Workday Inc cl a (WDAY) | 1.8 | $14M | 225k | 61.63 | |
| Imperva | 1.7 | $14M | 350k | 38.50 | |
| Ruckus Wireless | 1.6 | $13M | 600k | 21.00 | |
| NetSuite | 1.5 | $12M | 150k | 80.06 | |
| Cavium | 1.5 | $12M | 300k | 38.81 | |
| Cree | 1.4 | $11M | 200k | 54.71 | |
| Invensense | 1.4 | $11M | 1.0M | 10.68 | |
| OmniVision Technologies | 1.3 | $10M | 750k | 13.77 | |
| Homeaway | 1.2 | $9.8M | 300k | 32.50 | |
| Zillow | 0.7 | $5.5M | 100k | 54.67 | |
| Trulia | 0.4 | $3.1M | 100k | 31.38 | |
| Applied Micro Circuits Corporation | 0.2 | $1.9M | 250k | 7.42 |
