ALYDAR PARTNERS LLC 13F Holdings
CIK 0001279895 · Boston, MA
As of Mar 31, 2015, ALYDAR PARTNERS LLC reported 50 positions worth
CIK 0001279895 · Boston, MA
As of Mar 31, 2015, ALYDAR PARTNERS LLC reported 50 positions worth
84.5K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TWITTER INC | TWTR | Communication Services | 325,000 | 6.3K | 8.82% |
| Sunpower Corp. | SPWRQ | Technology | 340,000 | 0.6K | 5.77% |
| TESLA INC | TSLA | Consumer Cyclical | 56,000 | 0.6K | 5.73% |
| META PLATFORMS INC | META | Communication Services | 110,000 | $9.0K | 4.90% |
| ACTAVIS PLC USD0.0001 | AGN | Healthcare | 21,000 | $6.3K | 3.39% |
| ELLIE MAE INC | ELLI | Technology | 109,000 | $6.0K | 3.27% |
| HORIZON PHARMA PLC | HZNP | Healthcare | 220,000 | $5.7K | 3.10% |
| NETFLIX INC | NFLX | Communication Services | 13,000 | $5.4K | 2.94% |
| AMAG PHARMACEUTICALS INC | AMAG | Healthcare | 95,000 | $5.2K | 2.81% |
| SUNEDISON INC | — | — | 200,000 | $4.8K | 2.60% |
| KEURIG GREEN MOUNT | GMCR | Consumer Defensive | 40,000 | $4.5K | 2.42% |
| APPLE INC | AAPL | Technology | 35,000 | $4.4K | 2.36% |
| VULCAN MATERIALS CO | VMC | Basic Materials | 50,000 | $4.2K | 2.28% |
| ROYAL CARIBBEAN CRUISES LTD | RCL | Industrials | 50,000 | $4.1K | 2.22% |
| HARMAN INTL INDS INC | HAR | Technology | 30,000 | $4.0K | 2.17% |
| PULTEGROUP INC | PHM | Consumer Cyclical | 180,000 | $4.0K | 2.17% |
| PAPA MURPHYS HLDGS INC | FRSH3 | Consumer Cyclical | 214,600 | $3.9K | 2.11% |
| AMC NETWORKS INC | AMCX | Communication Services | 50,000 | $3.8K | 2.08% |
| FIDELITY NATIONAL FINANCIAL INC | FNF | Financial Services | 95,000 | $3.5K | 1.89% |
| LITHIA MOTORS INC | LAD | Consumer Cyclical | 35,000 | $3.5K | 1.89% |
| MASCO CORP | MAS | Basic Materials | 130,000 | $3.5K | 1.88% |
| HOME DEPOT INC | HD | Consumer Cyclical | 30,000 | $3.4K | 1.85% |
| ENCORE CAPITAL GROUP INC | ECPG | Financial Services | 80,000 | $3.3K | 1.80% |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 150,000 | $3.3K | 1.78% |
| AMERICAN WATER WORKS COMPANY INC | AWK | Utilities | 60,000 | $3.3K | 1.76% |