Andor Capital Management as of Sept. 30, 2014
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 14.1 | $303M | 1.3M | 242.68 | |
| 13.8 | $297M | 5.8M | 51.58 | ||
| Apple (AAPL) | 12.9 | $277M | 2.8M | 100.75 | |
| Facebook Inc cl a (META) | 5.5 | $119M | 1.5M | 79.04 | |
| RF Micro Devices | 5.4 | $115M | 10M | 11.54 | |
| Solarcity | 5.1 | $110M | 1.9M | 59.60 | |
| Workday Inc cl a (WDAY) | 4.8 | $103M | 1.3M | 82.50 | |
| Netflix (NFLX) | 4.7 | $102M | 225k | 451.18 | |
| salesforce (CRM) | 3.3 | $72M | 1.3M | 57.53 | |
| Micron Technology (MU) | 3.2 | $69M | 2.0M | 34.26 | |
| Lions Gate Entertainment | 3.1 | $66M | 2.0M | 32.97 | |
| Sunedison | 3.1 | $66M | 3.5M | 18.88 | |
| 2.7 | $59M | 100k | 588.41 | ||
| Zillow | 2.7 | $58M | 500k | 115.99 | |
| Integrated Device Technology | 2.6 | $56M | 3.5M | 15.95 | |
| DreamWorks Animation SKG | 2.2 | $48M | 1.8M | 27.27 | |
| Tableau Software Inc Cl A | 2.0 | $44M | 600k | 72.65 | |
| Yelp Inc cl a (YELP) | 1.9 | $41M | 600k | 68.25 | |
| Spansion | 1.6 | $34M | 1.5M | 22.79 | |
| Mobileye | 1.1 | $24M | 450k | 53.59 | |
| Ambarella (AMBA) | 1.0 | $22M | 500k | 43.67 | |
| Sensata Technologies Hldg Bv | 0.8 | $18M | 400k | 44.53 | |
| Te Connectivity Ltd for (TEL) | 0.8 | $17M | 300k | 55.29 | |
| Zendesk | 0.8 | $16M | 750k | 21.59 | |
| Demandware | 0.6 | $13M | 250k | 50.92 | |
| Chegg (CHGG) | 0.2 | $4.7M | 750k | 6.24 |
