Criterion Capital Management

Criterion Capital Management as of March 31, 2012

Portfolio Holdings for Criterion Capital Management

Criterion Capital Management holds 44 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Motorola Solutions (MSI) 6.9 $100M 2.0M 50.83
VMware 6.3 $92M 816k 112.37
Citrix Systems 6.1 $89M 1.1M 78.91
Yandex Nv-a (YNDX) 4.7 $68M 2.5M 26.87
Google 4.3 $63M 98k 641.24
Adobe Systems Incorporated (ADBE) 4.3 $63M 1.8M 34.31
ARM Holdings 3.9 $57M 2.0M 28.29
Nuance Communications 3.7 $54M 2.1M 25.58
Amazon (AMZN) 3.4 $49M 244k 202.51
Baidu (BIDU) 3.3 $48M 327k 145.77
Linkedin Corp 3.2 $46M 455k 101.99
Cadence Design Systems (CDNS) 3.2 $46M 3.9M 11.84
Texas Instruments Incorporated (TXN) 2.9 $43M 1.3M 33.61
Aruba Networks 2.8 $41M 1.8M 22.28
priceline.com Incorporated 2.6 $38M 53k 717.50
Qlik Technologies 2.4 $35M 1.1M 32.00
Parametric Technology 2.3 $34M 1.2M 27.94
VeriFone Systems 2.2 $33M 627k 51.87
Netflix (NFLX) 2.1 $31M 267k 115.04
Cisco Systems (CSCO) 2.1 $31M 1.4M 21.15
Acme Packet 1.9 $28M 1.0M 27.52
American Tower Reit (AMT) 1.7 $25M 395k 63.02
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 1.7 $24M 379k 63.84
F5 Networks (FFIV) 1.6 $24M 174k 134.96
Nxp Semiconductors N V (NXPI) 1.6 $23M 867k 26.61
Wynn Resorts (WYNN) 1.6 $23M 183k 124.88
Freescale Semiconductor Holdin 1.6 $23M 1.5M 15.39
Sensata Technologies Hldg Bv 1.5 $22M 666k 33.48
Walt Disney Company (DIS) 1.4 $20M 450k 43.78
eBay (EBAY) 1.3 $19M 516k 36.90
Chart Industries (GTLS) 1.2 $18M 247k 73.33
EMC Corporation 1.2 $18M 590k 29.88
Informatica Corporation 1.2 $17M 320k 52.90
CommVault Systems (CVLT) 1.1 $16M 331k 49.64
NetSuite 1.1 $16M 314k 50.29
Ihs 1.0 $15M 162k 93.65
Groupon 0.9 $13M 700k 18.38
Discovery Communications 0.8 $12M 238k 50.60
Ariba 0.7 $9.8M 300k 32.71
Micron Technology (MU) 0.5 $7.3M 896k 8.10
Red Hat 0.4 $5.5M 92k 59.89
NetApp (NTAP) 0.4 $5.1M 115k 44.77
Tibco Software 0.3 $3.8M 125k 30.50
Apple (AAPL) 0.2 $3.3M 5.5k 599.64