Criterion Capital Management as of June 30, 2013
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 51 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 6.3 | $155M | 3.8M | 40.39 | |
| Palo Alto Networks (PANW) | 6.1 | $152M | 3.6M | 42.16 | |
| Amazon (AMZN) | 5.8 | $142M | 513k | 277.69 | |
| Motorola Solutions Com New (MSI) | 5.3 | $132M | 2.3M | 57.73 | |
| Priceline Com New | 4.8 | $118M | 142k | 826.67 | |
| Altera Corporation | 4.6 | $115M | 3.5M | 32.99 | |
| Baidu Spon Adr Rep A (BIDU) | 4.5 | $112M | 1.2M | 94.60 | |
| Sirius XM Radio | 4.4 | $108M | 32M | 3.35 | |
| stock | 4.3 | $106M | 2.3M | 46.36 | |
| athenahealth | 4.2 | $103M | 1.2M | 84.73 | |
| Cbre Group Cl A (CBRE) | 4.0 | $98M | 4.2M | 23.36 | |
| Google Cl A | 3.5 | $86M | 97k | 880.37 | |
| Sprint Nextel Corp Com Ser 1 | 3.3 | $82M | 12M | 7.02 | |
| Netflix (NFLX) | 3.3 | $81M | 385k | 211.09 | |
| salesforce (CRM) | 3.0 | $73M | 1.9M | 38.18 | |
| Cadence Design Systems (CDNS) | 2.9 | $72M | 5.0M | 14.48 | |
| Freescale Semiconductor SHS | 2.9 | $71M | 5.2M | 13.55 | |
| Wynn Resorts (WYNN) | 2.7 | $66M | 512k | 127.97 | |
| Broadcom Corp Cl A | 2.6 | $65M | 1.9M | 33.79 | |
| Workday Cl A (WDAY) | 1.9 | $47M | 734k | 64.09 | |
| Dish Network Corp Cl A | 1.8 | $46M | 1.1M | 42.52 | |
| BorgWarner (BWA) | 1.7 | $42M | 486k | 86.15 | |
| NetSuite | 1.3 | $33M | 355k | 91.74 | |
| EMC Corporation | 1.2 | $30M | 1.3M | 23.62 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $28M | 613k | 45.56 | |
| eBay (EBAY) | 1.1 | $27M | 521k | 51.72 | |
| Linkedin Corp Com Cl A | 0.9 | $22M | 126k | 178.30 | |
| Digitalglobe Com New | 0.9 | $21M | 684k | 31.01 | |
| Verisign (VRSN) | 0.9 | $21M | 472k | 44.66 | |
| FactSet Research Systems (FDS) | 0.7 | $18M | 175k | 101.94 | |
| Linear Technology Corporation | 0.7 | $17M | 448k | 36.84 | |
| Liberty Global Shs Cl A | 0.7 | $16M | 223k | 73.49 | |
| Pandora Media | 0.7 | $16M | 886k | 18.40 | |
| Visa Com Cl A (V) | 0.6 | $15M | 84k | 182.75 | |
| Mastercard Cl A (MA) | 0.6 | $15M | 27k | 574.51 | |
| Dreamworks Animation Skg Cl A | 0.6 | $15M | 588k | 25.66 | |
| Verisk Analytics Cl A (VRSK) | 0.6 | $15M | 248k | 59.70 | |
| FleetCor Technologies | 0.4 | $11M | 131k | 81.30 | |
| NetApp (NTAP) | 0.4 | $10M | 273k | 37.78 | |
| Aixtron Se Sponsored Adr | 0.4 | $8.9M | 531k | 16.78 | |
| Amdocs Ord (DOX) | 0.3 | $7.4M | 198k | 37.09 | |
| Juniper Networks (JNPR) | 0.3 | $7.2M | 375k | 19.31 | |
| Lam Research Corporation | 0.3 | $7.2M | 163k | 44.34 | |
| Rackspace Hosting Call Option | 0.3 | $6.4M | 169k | 37.89 | |
| Electronic Arts (EA) | 0.2 | $6.0M | 261k | 22.99 | |
| Tableau Software Cl A | 0.2 | $5.5M | 100k | 55.42 | |
| SanDisk Corporation | 0.2 | $5.4M | 89k | 61.10 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $5.2M | 94k | 55.73 | |
| Lamar Advertising Cl A | 0.2 | $5.2M | 120k | 43.39 | |
| Disney Walt Com Disney (DIS) | 0.2 | $5.1M | 82k | 63.15 | |
| Ye Cl A (YELP) | 0.1 | $2.1M | 60k | 34.77 |
