Criterion Capital Management

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 (SPLK) 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
Google 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 (YNDX) 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 (FLT) 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