$680 Million is the total value of ANDOR CAPITAL MANAGEMENT, L.L.C.'s 22 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | GOOGLE INCcl a | $154,065,000 | – | 175,000 | +100.0% | 22.64% | – |
| MU | New | MICRON TECHNOLOGY INC | $71,650,000 | – | 5,000,000 | +100.0% | 10.53% | – |
| AAPL | New | APPLE INC | $49,566,000 | – | 125,000 | +100.0% | 7.28% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $45,800,000 | – | 2,500,000 | +100.0% | 6.73% | – |
| P | New | PANDORA MEDIA INC | $36,800,000 | – | 2,000,000 | +100.0% | 5.41% | – |
| LNKD | New | LINKEDIN CORP | $35,660,000 | – | 200,000 | +100.0% | 5.24% | – |
| TSLA | New | TESLA MTRS INC | $32,208,000 | – | 300,000 | +100.0% | 4.73% | – |
| INVN | New | INVENSENSE INC | $30,760,000 | – | 2,000,000 | +100.0% | 4.52% | – |
| OVTI | New | OMNIVISION TECHNOLOGIES INC | $27,975,000 | – | 1,500,000 | +100.0% | 4.11% | – |
| AMZN | New | AMAZON COM INC | $27,769,000 | – | 100,000 | +100.0% | 4.08% | – |
| LGF | New | LIONS GATE ENTMNT CORP | $27,470,000 | – | 1,000,000 | +100.0% | 4.04% | – |
| YHOO | New | YAHOO INC | $25,130,000 | – | 1,000,000 | +100.0% | 3.69% | – |
| ARMH | New | ARM HLDGS PLCsponsored adr | $21,738,000 | – | 600,000 | +100.0% | 3.20% | – |
| CREE | New | CREE INC | $19,149,000 | – | 300,000 | +100.0% | 2.82% | – |
| JNPR | New | JUNIPER NETWORKS INC | $15,641,000 | – | 810,000 | +100.0% | 2.30% | – |
| GRPN | New | GROUPON INC | $10,687,000 | – | 1,250,000 | +100.0% | 1.57% | – |
| BRCM | New | BROADCOM CORPcl a | $10,138,000 | – | 300,000 | +100.0% | 1.49% | – |
| V | New | VISA INC | $9,137,000 | – | 50,000 | +100.0% | 1.34% | – |
| TRIP | New | TRIPADVISOR INC | $9,130,000 | – | 150,000 | +100.0% | 1.34% | – |
| PCLN | New | PRICELINE COM INC | $8,267,000 | – | 10,000 | +100.0% | 1.22% | – |
| AMCC | New | APPLIED MICRO CIRCUITS CORP | $7,040,000 | – | 800,000 | +100.0% | 1.04% | – |
| N | New | NETSUITE INC | $4,587,000 | – | 50,000 | +100.0% | 0.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA MTRS INC | 12 | Q1 2016 | 49.6% |
| FACEBOOK INC | 11 | Q1 2016 | 14.9% |
| APPLE INC | 9 | Q2 2015 | 21.1% |
| NETFLIX INC | 9 | Q1 2016 | 8.8% |
| LIONS GATE ENTMNT CORP | 9 | Q4 2015 | 4.3% |
| CHEGG INC | 9 | Q4 2015 | 0.8% |
| SALESFORCE.COM INC | 8 | Q4 2015 | 3.4% |
| GOOGLE INC CLASS A | 7 | Q3 2015 | 22.6% |
| TWITTER INC | 7 | Q2 2015 | 19.9% |
| WORKDAY INC | 6 | Q4 2014 | 5.8% |
View ANDOR CAPITAL MANAGEMENT, L.L.C.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| GENESIS MICROCHIP INCSold out | February 07, 2003 | 0 | 0.0% |
View ANDOR CAPITAL MANAGEMENT, L.L.C.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-07-05 |
| 13F-HR | 2016-05-16 |
| 13F-HR | 2016-02-12 |
| 13F-HR | 2015-11-06 |
| 13F-HR | 2015-08-07 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-02-13 |
| 13F-HR | 2014-11-04 |
| 13F-HR | 2014-08-01 |
| 13F-HR | 2014-05-09 |
View ANDOR CAPITAL MANAGEMENT, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.