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 (NBIS) | 4.7 | $68M | 2.5M | 26.87 | |
| 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 |
