$1.01 Billion is the total value of ANDOR CAPITAL MANAGEMENT, L.L.C.'s 26 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 280.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWTR | Buy | TWITTER INC | $200,320,000 | +123.4% | 4,000,000 | +60.0% | 19.90% | +248.3% |
| QRVO | New | QORVO INC | $59,775,000 | – | 750,000 | +100.0% | 5.94% | – |
| AVGO | New | AVAGO TECHNOLOGIES LTD | $44,443,000 | – | 350,000 | +100.0% | 4.41% | – |
| JD | Buy | JD.COM INC-ADR | $44,070,000 | +52.4% | 1,500,000 | +20.0% | 4.38% | +137.5% |
| LGF | Buy | LIONS GATE ENTERTAINMENT CORPORATION | $42,400,000 | +32.4% | 1,250,000 | +25.0% | 4.21% | +106.4% |
| PANW | New | PALO ALTO NETWORKS | $36,520,000 | – | 250,000 | +100.0% | 3.63% | – |
| PFPT | New | PROOFPOINT INC | $35,532,000 | – | 600,000 | +100.0% | 3.53% | – |
| QUNR | Buy | QUNAR CAYMAN ISLANDS LTD | $29,906,000 | +163.0% | 725,000 | +81.2% | 2.97% | +310.2% |
| TMUS | New | T-MOBILE US INC | $25,352,000 | – | 800,000 | +100.0% | 2.52% | – |
| CAVM | New | CAVIUM NETWORKS INC | $21,246,000 | – | 300,000 | +100.0% | 2.11% | – |
| CY | New | CYPRESS SEMICONDUCTOR CORP | $17,638,000 | – | 1,250,000 | +100.0% | 1.75% | – |
| MU | New | MICRON TECHNOLOGY INC | $16,278,000 | – | 600,000 | +100.0% | 1.62% | – |
| FEYE | New | FIREEYE INC | $15,700,000 | – | 400,000 | +100.0% | 1.56% | – |
| ATML | New | ATMEL CORP | $14,403,000 | – | 1,750,000 | +100.0% | 1.43% | – |
| VRNS | Buy | VARONIS SYSTEMS INC. | $14,113,000 | +114.9% | 550,000 | +175.0% | 1.40% | +235.4% |
| MTSI | New | MA-COM TECHNOLOGY SOLUTIONS | $13,041,000 | – | 350,000 | +100.0% | 1.30% | – |
| ALTR | New | ALTERA CORP | $10,728,000 | – | 250,000 | +100.0% | 1.07% | – |
| STRZA | New | STARZ - A | $8,603,000 | – | 250,000 | +100.0% | 0.85% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTD | $7,350,000 | – | 500,000 | +100.0% | 0.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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.