$1.89 Billion is the total value of ANDOR CAPITAL MANAGEMENT, L.L.C.'s 30 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Buy | TESLA MOTORS, INC. | $260,562,000 | +116.5% | 1,250,000 | +56.2% | 13.82% | +109.1% |
| GOOGL | Buy | GOOGLE INC | $222,902,000 | +13.7% | 200,000 | +14.3% | 11.82% | +9.8% |
| TWTR | Buy | TWITTER INC | $210,015,000 | +46.6% | 4,500,000 | +100.0% | 11.14% | +41.6% |
| SCTY | Buy | SOLARCITY CORP | $93,930,000 | +65.3% | 1,500,000 | +50.0% | 4.98% | +59.6% |
| SUNEQ | Buy | SUNEDISON INC | $65,940,000 | +68.4% | 3,500,000 | +16.7% | 3.50% | +62.6% |
| OPEN | Buy | OPENTABLE, INC. | $57,697,000 | +21.2% | 750,000 | +25.0% | 3.06% | +17.0% |
| Z | Buy | ZILLOW INC | $52,860,000 | +223.4% | 600,000 | +200.0% | 2.80% | +212.1% |
| MDSO | Buy | MEDIDATA SOLUTIONS, INC. | $48,906,000 | +34.7% | 900,000 | +50.0% | 2.59% | +30.1% |
| WDAY | Buy | WORKDAY INC | $45,715,000 | +119.9% | 500,000 | +100.0% | 2.42% | +112.3% |
| TRIP | New | TRIPADVISOR INC | $45,295,000 | – | 500,000 | +100.0% | 2.40% | – |
| CRM | Buy | SALESFORCE.COM INC | $42,817,000 | +29.3% | 750,000 | +25.0% | 2.27% | +24.9% |
| GTATQ | New | GT ADVANCED TECHNOLOGIES INC. | $42,625,000 | – | 2,500,000 | +100.0% | 2.26% | – |
| SPLK | New | SPLUNK INC | $35,745,000 | – | 500,000 | +100.0% | 1.90% | – |
| DATA | Buy | TABLEAU SOFTWARE INC. | $30,432,000 | +120.7% | 400,000 | +100.0% | 1.61% | +113.2% |
| RKUS | Buy | RUCKUS WIRELESS INC | $30,400,000 | +22.3% | 2,500,000 | +42.9% | 1.61% | +18.2% |
| ARUN | Buy | ARUBA NETWORKS INC | $28,125,000 | +57.1% | 1,500,000 | +50.0% | 1.49% | +51.7% |
| JKS | New | JINKOSOLAR HLDG | $27,950,000 | – | 1,000,000 | +100.0% | 1.48% | – |
| FEYE | Buy | FIREEYE, INC. | $27,706,000 | +154.1% | 450,000 | +80.0% | 1.47% | +145.2% |
| CRTO | New | CRITEO SA | $10,137,000 | – | 250,000 | +100.0% | 0.54% | – |
| LGF | New | LIONS GATE ENTERTAINMENT CORP | $6,682,000 | – | 250,000 | +100.0% | 0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-09
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.