Criterion Capital Management as of March 31, 2013
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 62 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 5.3 | $143M | 2.5M | 56.60 | |
| priceline.com Incorporated | 5.0 | $135M | 197k | 688.16 | |
| Wynn Resorts (WYNN) | 4.7 | $127M | 1.0M | 125.16 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $123M | 2.8M | 43.52 | |
| athenahealth | 4.4 | $119M | 1.2M | 97.04 | |
| Servicenow (NOW) | 4.4 | $118M | 3.3M | 36.20 | |
| Altera Corporation | 4.2 | $114M | 3.2M | 35.46 | |
| Amazon (AMZN) | 4.1 | $110M | 413k | 266.49 | |
| Baidu (BIDU) | 3.9 | $106M | 1.2M | 87.70 | |
| stock | 3.6 | $97M | 2.4M | 40.03 | |
| Motorola Solutions (MSI) | 3.6 | $97M | 1.5M | 64.03 | |
| Sirius XM Radio | 3.4 | $91M | 30M | 3.08 | |
| Netflix (NFLX) | 3.3 | $90M | 474k | 189.28 | |
| Verisign (VRSN) | 2.9 | $78M | 1.7M | 47.27 | |
| 2.8 | $76M | 95k | 794.19 | ||
| Cbre Group Inc Cl A (CBRE) | 2.7 | $73M | 2.9M | 25.25 | |
| Crown Castle International | 2.5 | $67M | 967k | 69.64 | |
| Freescale Semiconductor Holdin | 2.3 | $63M | 4.2M | 14.89 | |
| Cadence Design Systems (CDNS) | 2.3 | $61M | 4.4M | 13.93 | |
| Autodesk (ADSK) | 1.8 | $48M | 1.2M | 41.25 | |
| Qualcomm (QCOM) | 1.8 | $48M | 715k | 66.94 | |
| American Tower Reit (AMT) | 1.7 | $46M | 599k | 76.92 | |
| Sprint Nextel Corporation | 1.5 | $41M | 6.6M | 6.21 | |
| eBay (EBAY) | 1.4 | $37M | 682k | 54.22 | |
| Linkedin Corp | 1.3 | $36M | 202k | 176.06 | |
| Vantiv Inc Cl A | 1.3 | $35M | 1.5M | 23.74 | |
| Yandex Nv-a (NBIS) | 1.3 | $34M | 1.5M | 23.14 | |
| NetSuite | 1.2 | $33M | 409k | 80.06 | |
| Facebook Inc cl a (META) | 1.2 | $33M | 1.3M | 25.58 | |
| Robert Half International (RHI) | 1.2 | $31M | 832k | 37.53 | |
| Teradyne (TER) | 1.1 | $30M | 1.8M | 16.22 | |
| MasterCard Incorporated (MA) | 1.1 | $29M | 53k | 541.13 | |
| Workday Inc cl a (WDAY) | 1.0 | $28M | 447k | 61.63 | |
| FactSet Research Systems (FDS) | 0.9 | $25M | 275k | 92.60 | |
| EMC Corporation | 0.9 | $25M | 1.1M | 23.89 | |
| BorgWarner (BWA) | 0.9 | $23M | 302k | 77.34 | |
| Visa (V) | 0.8 | $22M | 130k | 169.84 | |
| Linear Technology Corporation | 0.8 | $21M | 552k | 38.37 | |
| News Corporation | 0.6 | $17M | 544k | 30.51 | |
| salesforce (CRM) | 0.6 | $16M | 89k | 178.83 | |
| Poly | 0.5 | $14M | 1.2M | 11.08 | |
| Verisk Analytics (VRSK) | 0.5 | $13M | 215k | 61.62 | |
| Broadcom Corporation | 0.5 | $12M | 355k | 34.68 | |
| MercadoLibre (MELI) | 0.4 | $11M | 117k | 96.56 | |
| Comcast Corporation (CMCSA) | 0.4 | $11M | 254k | 41.98 | |
| Walt Disney Company (DIS) | 0.4 | $11M | 191k | 56.80 | |
| Liberty Global | 0.4 | $11M | 148k | 73.38 | |
| Universal Display Corporation (OLED) | 0.4 | $11M | 357k | 29.43 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $11M | 346k | 30.29 | |
| Aixtron | 0.4 | $9.9M | 675k | 14.66 | |
| 3D Systems Corporation (DDD) | 0.4 | $9.7M | 300k | 32.24 | |
| DISH Network | 0.3 | $7.5M | 198k | 37.90 | |
| Sony Corporation (SONY) | 0.2 | $5.0M | 290k | 17.40 | |
| SEI Investments Company (SEIC) | 0.2 | $4.3M | 150k | 28.85 | |
| Corning Incorporated (GLW) | 0.1 | $2.1M | 155k | 13.33 | |
| Pandora Media | 0.1 | $2.1M | 148k | 14.16 | |
| Groupon | 0.1 | $2.2M | 366k | 6.12 | |
| Seagate Technology Com Stk | 0.1 | $1.8M | 50k | 36.56 | |
| FleetCor Technologies | 0.1 | $1.5M | 20k | 76.65 | |
| CoStar (CSGP) | 0.0 | $1.1M | 10k | 109.50 | |
| Zynga | 0.0 | $773k | 230k | 3.36 | |
| Silver Spring Networks | 0.0 | $764k | 44k | 17.32 |
