Criterion Capital Management as of Dec. 31, 2015
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 36 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Workday Inc cl a (WDAY) | 7.7 | $244M | 3.1M | 79.68 | |
Servicenow (NOW) | 7.3 | $233M | 2.7M | 86.56 | |
stock | 7.0 | $223M | 3.8M | 58.81 | |
Facebook Inc cl a (META) | 6.8 | $216M | 2.1M | 104.66 | |
salesforce (CRM) | 6.6 | $212M | 2.7M | 78.40 | |
Charter Communications | 6.5 | $206M | 1.1M | 183.10 | |
athenahealth | 6.0 | $192M | 1.2M | 160.97 | |
Amazon (AMZN) | 5.0 | $160M | 236k | 675.89 | |
Linkedin Corp | 4.5 | $144M | 640k | 225.08 | |
Level 3 Communications | 3.9 | $123M | 2.3M | 54.36 | |
NetSuite | 3.6 | $115M | 1.4M | 84.62 | |
Tripadvisor (TRIP) | 3.5 | $112M | 1.3M | 85.25 | |
Liberty Global Inc C | 3.5 | $111M | 2.7M | 40.77 | |
Netflix (NFLX) | 2.7 | $85M | 746k | 114.38 | |
Intel Corporation (INTC) | 2.3 | $74M | 2.2M | 34.45 | |
Live Nation Entertainment (LYV) | 2.3 | $74M | 3.0M | 24.57 | |
Zayo Group Hldgs | 2.2 | $71M | 2.7M | 26.59 | |
Adobe Systems Incorporated (ADBE) | 2.0 | $63M | 673k | 93.94 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $50M | 64k | 778.00 | |
Visa (V) | 1.4 | $45M | 584k | 77.55 | |
Micron Technology (MU) | 1.3 | $43M | 3.0M | 14.16 | |
Lam Research Corporation (LRCX) | 1.3 | $40M | 506k | 79.42 | |
Applied Materials (AMAT) | 1.2 | $40M | 2.1M | 18.67 | |
Sirius Xm Holdings (SIRI) | 1.2 | $37M | 9.2M | 4.07 | |
SBA Communications Corporation | 1.1 | $36M | 339k | 105.07 | |
MasterCard Incorporated (MA) | 1.1 | $34M | 351k | 97.36 | |
Motorola Solutions (MSI) | 1.0 | $32M | 473k | 68.45 | |
Akamai Technologies (AKAM) | 1.0 | $31M | 591k | 52.63 | |
Yelp Inc cl a (YELP) | 1.0 | $31M | 1.1M | 28.80 | |
Sensata Technologies Hldg Bv | 0.9 | $29M | 623k | 46.06 | |
Skyworks Solutions (SWKS) | 0.7 | $22M | 290k | 76.83 | |
Fitbit | 0.6 | $20M | 676k | 29.59 | |
Gopro (GPRO) | 0.4 | $13M | 700k | 18.01 | |
Commscope Hldg (COMM) | 0.3 | $11M | 424k | 25.89 | |
Atlassian Corp Plc cl a | 0.3 | $9.0M | 298k | 30.08 | |
Linear Technology Corporation | 0.3 | $8.5M | 200k | 42.47 |