Criterion Capital Management

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
Google 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 (YNDX) 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 (SPLK) 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