Criterion Capital Management as of Sept. 30, 2012
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 62 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Motorola Solutions (MSI) | 5.4 | $89M | 1.8M | 50.55 | |
| 5.2 | $86M | 114k | 754.50 | ||
| EMC Corporation | 4.7 | $78M | 2.8M | 27.27 | |
| Wynn Resorts (WYNN) | 4.7 | $76M | 662k | 115.44 | |
| priceline.com Incorporated | 4.4 | $72M | 117k | 619.07 | |
| Amazon (AMZN) | 4.1 | $67M | 265k | 254.32 | |
| Yandex Nv-a (NBIS) | 3.6 | $60M | 2.5M | 24.15 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $56M | 1.7M | 32.44 | |
| Citrix Systems | 3.3 | $54M | 709k | 76.53 | |
| Crown Castle International | 2.9 | $48M | 746k | 64.10 | |
| Sina Corporation | 2.7 | $44M | 678k | 64.68 | |
| Apple (AAPL) | 2.6 | $43M | 64k | 667.11 | |
| American Tower Reit (AMT) | 2.5 | $41M | 569k | 71.39 | |
| eBay (EBAY) | 2.5 | $40M | 831k | 48.37 | |
| Linkedin Corp | 2.3 | $38M | 317k | 120.40 | |
| Baidu (BIDU) | 2.3 | $38M | 324k | 116.89 | |
| salesforce (CRM) | 2.3 | $37M | 244k | 152.69 | |
| Qualcomm (QCOM) | 2.2 | $37M | 585k | 62.47 | |
| Informatica Corporation | 2.2 | $36M | 1.0M | 34.85 | |
| ARM Holdings | 2.1 | $35M | 1.3M | 27.98 | |
| Sirius XM Radio | 2.0 | $33M | 13M | 2.59 | |
| Palo Alto Networks (PANW) | 1.9 | $31M | 498k | 61.57 | |
| SanDisk Corporation | 1.7 | $29M | 656k | 43.43 | |
| Nuance Communications | 1.6 | $26M | 1.0M | 24.89 | |
| Intuit (INTU) | 1.5 | $24M | 414k | 58.88 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $24M | 964k | 25.01 | |
| Market Vectors Semiconductor E | 1.4 | $24M | 750k | 31.64 | |
| Cadence Design Systems (CDNS) | 1.3 | $21M | 1.6M | 12.86 | |
| Akamai Technologies (AKAM) | 1.2 | $20M | 534k | 38.26 | |
| Servicenow (NOW) | 1.2 | $20M | 528k | 38.68 | |
| MasterCard Incorporated (MA) | 1.1 | $19M | 42k | 451.48 | |
| Level 3 Communications | 1.1 | $19M | 813k | 22.97 | |
| Equinix | 1.1 | $18M | 89k | 206.05 | |
| athenahealth | 1.1 | $18M | 192k | 91.77 | |
| Ihs | 1.1 | $17M | 179k | 97.35 | |
| NetSuite | 1.0 | $16M | 252k | 63.80 | |
| DISH Network | 1.0 | $16M | 522k | 30.61 | |
| Western Digital (WDC) | 0.9 | $16M | 400k | 38.73 | |
| SEI Investments Company (SEIC) | 0.9 | $15M | 712k | 21.44 | |
| Verisk Analytics (VRSK) | 0.7 | $12M | 254k | 47.61 | |
| Ctrip.com International | 0.6 | $10M | 616k | 16.88 | |
| Electronic Arts (EA) | 0.6 | $10M | 800k | 12.69 | |
| Lamar Advertising Company | 0.6 | $10M | 276k | 37.05 | |
| Amdocs Ltd ord (DOX) | 0.6 | $9.6M | 292k | 32.99 | |
| stock | 0.6 | $9.3M | 252k | 36.72 | |
| MercadoLibre (MELI) | 0.5 | $8.7M | 105k | 82.55 | |
| Autodesk (ADSK) | 0.5 | $8.6M | 258k | 33.35 | |
| Mellanox Technologies | 0.5 | $8.1M | 80k | 101.53 | |
| Teradata Corporation (TDC) | 0.5 | $7.9M | 105k | 75.41 | |
| Seagate Technology Com Stk | 0.5 | $7.7M | 250k | 30.96 | |
| Lions Gate Entertainment | 0.5 | $7.6M | 496k | 15.27 | |
| Digital Realty Trust (DLR) | 0.4 | $7.0M | 100k | 69.85 | |
| Linear Technology Corporation | 0.4 | $6.7M | 212k | 31.82 | |
| New York Times Company (NYT) | 0.4 | $6.4M | 659k | 9.76 | |
| OpenTable | 0.3 | $5.5M | 133k | 41.60 | |
| Chart Industries (GTLS) | 0.3 | $5.2M | 70k | 73.86 | |
| Marvell Technology Group | 0.3 | $4.6M | 501k | 9.16 | |
| Sprint Nextel Corporation | 0.3 | $4.3M | 774k | 5.52 | |
| Scripps Networks Interactive | 0.3 | $4.3M | 70k | 61.23 | |
| Juniper Networks (JNPR) | 0.2 | $4.1M | 240k | 17.11 | |
| 3D Systems Corporation (DDD) | 0.2 | $3.3M | 100k | 32.85 | |
| FEI Company | 0.1 | $2.1M | 40k | 53.50 |
