Andor Capital Management as of June 30, 2013
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 22 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
22.6 | $154M | 175k | 880.37 | ||
Micron Technology (MU) | 10.5 | $72M | 5.0M | 14.33 | |
Apple (AAPL) | 7.3 | $50M | 125k | 396.53 | |
Taiwan Semiconductor Mfg (TSM) | 6.7 | $46M | 2.5M | 18.32 | |
Pandora Media | 5.4 | $37M | 2.0M | 18.40 | |
Linkedin Corp | 5.2 | $36M | 200k | 178.30 | |
Tesla Motors (TSLA) | 4.7 | $32M | 300k | 107.36 | |
Invensense | 4.5 | $31M | 2.0M | 15.38 | |
OmniVision Technologies | 4.1 | $28M | 1.5M | 18.65 | |
Amazon (AMZN) | 4.1 | $28M | 100k | 277.69 | |
Lions Gate Entertainment | 4.0 | $28M | 1.0M | 27.47 | |
Yahoo! | 3.7 | $25M | 1.0M | 25.13 | |
ARM Holdings | 3.2 | $22M | 600k | 36.23 | |
Cree | 2.8 | $19M | 300k | 63.83 | |
Juniper Networks (JNPR) | 2.3 | $16M | 810k | 19.31 | |
Groupon | 1.6 | $11M | 1.3M | 8.55 | |
Broadcom Corporation | 1.5 | $10M | 300k | 33.79 | |
Visa (V) | 1.3 | $9.1M | 50k | 182.74 | |
Tripadvisor (TRIP) | 1.3 | $9.1M | 150k | 60.87 | |
priceline.com Incorporated | 1.2 | $8.3M | 10k | 826.70 | |
Applied Micro Circuits Corporation | 1.0 | $7.0M | 800k | 8.80 | |
NetSuite | 0.7 | $4.6M | 50k | 91.74 |