Andor Capital Management as of Dec. 31, 2014
Portfolio Holdings for Andor Capital Management
Andor Capital Management holds 24 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 21.1 | $331M | 3.0M | 110.38 | |
| Tesla Motors (TSLA) | 17.7 | $278M | 1.3M | 222.41 | |
| RF Micro Devices | 10.6 | $166M | 10M | 16.59 | |
| Facebook Inc cl a (META) | 9.9 | $156M | 2.0M | 78.02 | |
| 5.7 | $90M | 2.5M | 35.87 | ||
| Spansion | 3.4 | $53M | 1.5M | 34.22 | |
| Integrated Device Technology | 3.3 | $52M | 2.6M | 19.60 | |
| Baidu (BIDU) | 2.9 | $46M | 200k | 227.97 | |
| Workday Inc cl a (WDAY) | 2.9 | $45M | 550k | 81.61 | |
| Alibaba Group Holding (BABA) | 2.6 | $42M | 400k | 103.94 | |
| salesforce (CRM) | 2.6 | $42M | 700k | 59.31 | |
| Ambarella (AMBA) | 2.6 | $41M | 800k | 50.72 | |
| Imperva | 2.5 | $40M | 800k | 49.43 | |
| Solarcity | 2.2 | $35M | 650k | 53.48 | |
| Lions Gate Entertainment | 2.0 | $32M | 1.0M | 32.02 | |
| Jd (JD) | 1.8 | $29M | 1.3M | 23.14 | |
| Lendingclub | 1.2 | $18M | 725k | 25.30 | |
| Truecar (TRUE) | 1.1 | $17M | 750k | 22.90 | |
| CBS Corporation | 1.1 | $17M | 300k | 55.34 | |
| On Deck Capital | 1.0 | $16M | 725k | 22.43 | |
| qunar Cayman Is Ltd spns adr cl b | 0.7 | $11M | 400k | 28.43 | |
| Varonis Sys (VRNS) | 0.4 | $6.6M | 200k | 32.83 | |
| Chegg (CHGG) | 0.3 | $5.2M | 750k | 6.91 | |
| Parrot Sa | 0.2 | $3.9M | 150k | 25.74 |
