Criterion Capital Management as of Dec. 31, 2014
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 62 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.0 | $214M | 1.7M | 122.57 | |
| Servicenow (NOW) | 7.8 | $207M | 3.1M | 67.85 | |
| Workday Inc cl a (WDAY) | 7.5 | $202M | 2.5M | 81.61 | |
| Facebook Inc cl a (META) | 7.0 | $187M | 2.4M | 78.02 | |
| athenahealth | 6.7 | $178M | 1.2M | 145.70 | |
| Linkedin Corp | 6.3 | $168M | 731k | 229.71 | |
| Veeva Sys Inc cl a (VEEV) | 6.3 | $168M | 6.3M | 26.41 | |
| Motorola Solutions (MSI) | 5.0 | $132M | 2.0M | 67.08 | |
| salesforce (CRM) | 4.5 | $119M | 2.0M | 59.31 | |
| NetSuite | 3.5 | $93M | 852k | 109.17 | |
| Applied Materials (AMAT) | 3.3 | $89M | 3.6M | 24.92 | |
| Charter Communications | 2.9 | $77M | 465k | 166.62 | |
| Baidu (BIDU) | 2.8 | $75M | 329k | 227.97 | |
| Liberty Global Inc C | 2.3 | $62M | 1.3M | 48.31 | |
| Cadence Design Systems (CDNS) | 2.2 | $58M | 3.0M | 18.97 | |
| Amazon (AMZN) | 1.6 | $42M | 134k | 310.35 | |
| Qualcomm (QCOM) | 1.5 | $41M | 546k | 74.33 | |
| Sirius Xm Holdings (SIRI) | 1.3 | $35M | 9.9M | 3.50 | |
| Altera Corporation | 1.3 | $34M | 916k | 36.94 | |
| 3D Systems Corporation (DDD) | 1.2 | $33M | 988k | 32.87 | |
| Pandora Media | 1.2 | $32M | 1.8M | 17.83 | |
| Alibaba Group Holding (BABA) | 1.1 | $29M | 283k | 103.94 | |
| Zillow | 1.0 | $28M | 261k | 105.89 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $25M | 350k | 72.70 | |
| ARM Holdings | 0.8 | $23M | 493k | 46.30 | |
| Linear Technology Corporation | 0.8 | $22M | 484k | 45.60 | |
| Liberty Global Inc Com Ser A | 0.6 | $15M | 305k | 50.20 | |
| Level 3 Communications | 0.5 | $14M | 287k | 49.38 | |
| F5 Networks (FFIV) | 0.5 | $14M | 105k | 130.47 | |
| Zynga | 0.5 | $13M | 4.8M | 2.66 | |
| Wynn Resorts (WYNN) | 0.4 | $12M | 78k | 148.76 | |
| Comcast Corporation (CMCSA) | 0.4 | $12M | 199k | 58.01 | |
| Autodesk (ADSK) | 0.4 | $11M | 190k | 60.06 | |
| Hewlett-Packard Company | 0.4 | $12M | 288k | 40.13 | |
| Broadcom Corporation | 0.4 | $11M | 262k | 43.33 | |
| Tripadvisor (TRIP) | 0.4 | $12M | 154k | 74.66 | |
| Sunedison | 0.4 | $11M | 585k | 19.51 | |
| MasterCard Incorporated (MA) | 0.4 | $11M | 129k | 86.16 | |
| Akamai Technologies (AKAM) | 0.4 | $11M | 176k | 62.96 | |
| Visa (V) | 0.4 | $11M | 42k | 262.20 | |
| Verisk Analytics (VRSK) | 0.4 | $11M | 174k | 64.05 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $11M | 148k | 76.40 | |
| Vodafone Group New Adr F (VOD) | 0.4 | $11M | 318k | 34.17 | |
| Corning Incorporated (GLW) | 0.3 | $8.9M | 390k | 22.93 | |
| Teradata Corporation (TDC) | 0.3 | $8.3M | 189k | 43.68 | |
| Finisar Corporation | 0.3 | $8.4M | 431k | 19.41 | |
| Twenty-first Century Fox | 0.3 | $8.2M | 213k | 38.41 | |
| JDS Uniphase Corporation | 0.2 | $6.7M | 486k | 13.72 | |
| Alcatel-Lucent | 0.2 | $5.6M | 1.6M | 3.55 | |
| Freescale Semiconductor Holdin | 0.2 | $5.6M | 223k | 25.23 | |
| Arista Networks (ANET) | 0.2 | $5.1M | 84k | 60.76 | |
| Gopro (GPRO) | 0.2 | $4.8M | 76k | 63.22 | |
| H&R Block (HRB) | 0.2 | $4.6M | 137k | 33.68 | |
| Maxim Integrated Products | 0.2 | $4.6M | 143k | 31.87 | |
| Asml Holding (ASML) | 0.2 | $4.5M | 42k | 107.84 | |
| Moody's Corporation (MCO) | 0.2 | $4.4M | 46k | 95.80 | |
| Amdocs Ltd ord (DOX) | 0.2 | $4.3M | 93k | 46.66 | |
| Infinera (INFN) | 0.2 | $4.3M | 293k | 14.72 | |
| Intuit (INTU) | 0.2 | $4.3M | 47k | 92.19 | |
| Quanta Services (PWR) | 0.1 | $2.3M | 81k | 28.39 | |
| Lendingclub | 0.0 | $633k | 25k | 25.32 | |
| Yingli Green Energy Hold | 0.0 | $293k | 125k | 2.35 |
