Criterion Capital Management as of Sept. 30, 2011
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 30 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cisco Systems (CSCO) | 8.4 | $39M | 2.5M | 15.50 | |
| Electronic Arts (EA) | 7.6 | $35M | 1.7M | 20.45 | |
| EMC Corporation | 7.3 | $34M | 1.6M | 20.99 | |
| Apple (AAPL) | 6.6 | $30M | 80k | 381.32 | |
| 6.2 | $29M | 56k | 515.04 | ||
| Microsoft Corporation (MSFT) | 5.9 | $27M | 1.1M | 24.89 | |
| ARM Holdings | 5.0 | $23M | 897k | 25.50 | |
| Motorola Solutions (MSI) | 4.0 | $18M | 438k | 41.90 | |
| Visa (V) | 3.9 | $18M | 208k | 85.72 | |
| F5 Networks (FFIV) | 3.9 | $18M | 250k | 71.05 | |
| KLA-Tencor Corporation (KLAC) | 3.8 | $18M | 457k | 38.28 | |
| Cadence Design Systems (CDNS) | 2.8 | $13M | 1.4M | 9.24 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.6 | $12M | 229k | 52.76 | |
| Informatica Corporation | 2.6 | $12M | 290k | 40.95 | |
| Qualcomm (QCOM) | 2.5 | $12M | 240k | 48.63 | |
| Citrix Systems | 2.5 | $12M | 213k | 54.53 | |
| Amazon (AMZN) | 2.5 | $11M | 53k | 216.23 | |
| MasterCard Incorporated (MA) | 2.5 | $11M | 36k | 317.17 | |
| Teradata Corporation (TDC) | 2.5 | $11M | 213k | 53.53 | |
| VMware | 2.4 | $11M | 140k | 80.38 | |
| First Solar (FSLR) | 2.4 | $11M | 175k | 63.21 | |
| Aruba Networks | 2.2 | $10M | 485k | 20.91 | |
| SuccessFactors | 2.1 | $9.8M | 425k | 22.99 | |
| Agilent Technologies Inc C ommon (A) | 1.5 | $6.9M | 220k | 31.25 | |
| Lam Research Corporation (LRCX) | 1.3 | $5.9M | 156k | 37.98 | |
| International Game Technology | 1.3 | $5.8M | 399k | 14.53 | |
| Cavium | 1.2 | $5.4M | 199k | 27.01 | |
| MicroStrategy Incorporated (MSTR) | 1.1 | $5.1M | 45k | 114.07 | |
| CommVault Systems (CVLT) | 1.0 | $4.4M | 120k | 37.06 | |
| Ezchip Semiconductor Lt | 0.9 | $4.0M | 120k | 33.22 |
