Criterion Capital Management as of Sept. 30, 2013
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 85 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 6.7 | $189M | 1.2M | 155.18 | |
| Palo Alto Networks (PANW) | 6.2 | $174M | 3.8M | 45.82 | |
| Sina Corp Ord | 5.2 | $147M | 1.8M | 81.17 | |
| Amazon (AMZN) | 5.0 | $142M | 454k | 312.64 | |
| Priceline Com New | 3.9 | $110M | 109k | 1010.95 | |
| eBay (EBAY) | 3.7 | $105M | 1.9M | 55.80 | |
| salesforce (CRM) | 3.7 | $104M | 2.0M | 51.91 | |
| American Tower Reit (AMT) | 3.0 | $85M | 1.1M | 74.13 | |
| Freescale Semiconductor SHS | 2.9 | $82M | 4.9M | 16.65 | |
| Crown Castle International | 2.8 | $79M | 1.1M | 73.03 | |
| Wynn Resorts (WYNN) | 2.8 | $78M | 496k | 158.01 | |
| athenahealth | 2.6 | $73M | 671k | 108.58 | |
| Workday Cl A (WDAY) | 2.4 | $68M | 844k | 80.93 | |
| Motorola Solutions Com New (MSI) | 2.3 | $65M | 1.1M | 59.38 | |
| Cbre Group Cl A (CBRE) | 2.1 | $58M | 2.5M | 23.13 | |
| Applied Materials (AMAT) | 2.0 | $58M | 3.3M | 17.53 | |
| Netflix (NFLX) | 1.9 | $53M | 170k | 309.21 | |
| Altera Corporation | 1.8 | $52M | 1.4M | 37.16 | |
| Sirius XM Radio | 1.8 | $51M | 13M | 3.88 | |
| Dish Network Corp Cl A | 1.7 | $48M | 1.1M | 45.01 | |
| Pandora Media | 1.7 | $47M | 1.9M | 25.13 | |
| Zynga Cl A | 1.6 | $45M | 12M | 3.67 | |
| Facebook Cl A (META) | 1.5 | $42M | 834k | 50.23 | |
| Cadence Design Systems (CDNS) | 1.3 | $37M | 2.7M | 13.51 | |
| Lam Research Corporation | 1.3 | $36M | 701k | 51.20 | |
| SBA Communications Corporation | 1.2 | $34M | 419k | 80.46 | |
| Akamai Technologies (AKAM) | 1.2 | $33M | 630k | 51.70 | |
| Sprint Corp Com Ser 1 | 1.1 | $32M | 5.1M | 6.22 | |
| Google Cl A | 1.1 | $30M | 34k | 875.92 | |
| Xoom | 1.0 | $30M | 932k | 31.76 | |
| EMC Corporation Call Option | 0.9 | $27M | 1.1M | 25.56 | |
| MercadoLibre (MELI) | 0.9 | $27M | 198k | 134.91 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $27M | 518k | 51.25 | |
| Thomson Reuters Corp | 0.9 | $24M | 690k | 35.01 | |
| Twenty First Centy Fox Cl A | 0.9 | $24M | 720k | 33.51 | |
| Liberty Global Shs Cl A | 0.9 | $24M | 304k | 79.35 | |
| Activision Blizzard | 0.8 | $24M | 1.4M | 16.68 | |
| Citrix Systems | 0.8 | $23M | 319k | 70.61 | |
| Trimble Navigation (TRMB) | 0.7 | $20M | 680k | 29.71 | |
| Finisar Corp Com New | 0.7 | $19M | 817k | 22.63 | |
| Micron Technology Call Option (MU) | 0.6 | $18M | 1.0M | 17.47 | |
| Disney Walt Com Disney (DIS) | 0.6 | $17M | 265k | 64.49 | |
| OpenTable | 0.6 | $17M | 237k | 69.97 | |
| FleetCor Technologies | 0.5 | $15M | 131k | 110.16 | |
| Ye Cl A (YELP) | 0.5 | $14M | 218k | 66.18 | |
| Nokia Corp Sponsored Adr (NOK) | 0.5 | $14M | 2.2M | 6.51 | |
| Acxiom Corporation | 0.4 | $13M | 445k | 28.39 | |
| Level 3 Communications Com New | 0.4 | $13M | 469k | 26.69 | |
| Discovery Communicatns Com Ser A | 0.4 | $12M | 147k | 84.42 | |
| Alcatel-lucent Sponsored Adr | 0.4 | $12M | 3.5M | 3.53 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $12M | 232k | 51.94 | |
| tw tele | 0.4 | $12M | 402k | 29.87 | |
| Amdocs Ord (DOX) | 0.4 | $12M | 324k | 36.64 | |
| Cme (CME) | 0.4 | $12M | 161k | 73.88 | |
| Linkedin Corp Com Cl A | 0.4 | $12M | 48k | 246.06 | |
| Symantec Corporation | 0.4 | $12M | 471k | 24.75 | |
| Digitalglobe Com New | 0.4 | $11M | 361k | 31.62 | |
| Electronic Arts (EA) | 0.4 | $11M | 444k | 25.55 | |
| Verisk Analytics Cl A (VRSK) | 0.4 | $11M | 174k | 64.96 | |
| SolarWinds | 0.4 | $11M | 304k | 35.06 | |
| Tripadvisor (TRIP) | 0.3 | $9.6M | 126k | 75.84 | |
| Silver Spring Networks | 0.3 | $9.3M | 534k | 17.33 | |
| Aixtron Se Sponsored Adr | 0.3 | $9.0M | 531k | 16.96 | |
| Sunedison | 0.3 | $7.9M | 987k | 7.97 | |
| FactSet Research Systems Call Option (FDS) | 0.3 | $7.6M | 70k | 109.10 | |
| Retailmenot Com Ser 1 | 0.3 | $7.4M | 208k | 35.57 | |
| Gt Solar Int'l | 0.3 | $7.1M | 836k | 8.51 | |
| Ericsson Adr B Sek 10 (ERIC) | 0.2 | $6.9M | 519k | 13.35 | |
| Responsys | 0.2 | $6.4M | 388k | 16.52 | |
| Ctrip Com Intl American Dep Shs | 0.2 | $6.3M | 107k | 58.36 | |
| Time Warner Com New | 0.2 | $6.1M | 93k | 65.81 | |
| Yandex N V Shs Class A (NBIS) | 0.2 | $6.1M | 166k | 36.42 | |
| Fortinet (FTNT) | 0.2 | $6.1M | 299k | 20.26 | |
| Poly | 0.2 | $6.0M | 552k | 10.92 | |
| Dolby Laboratories (DLB) | 0.2 | $6.0M | 173k | 34.51 | |
| Arm Hldgs Sponsored Adr | 0.2 | $5.9M | 123k | 48.12 | |
| New York Times Cl A (NYT) | 0.2 | $5.8M | 459k | 12.57 | |
| Stratasys SHS Call Option (SSYS) | 0.2 | $5.1M | 50k | 101.26 | |
| Veeco Instruments (VECO) | 0.2 | $5.0M | 133k | 37.22 | |
| Jds Uniphase Corp Com Par $0.001 | 0.2 | $4.9M | 335k | 14.71 | |
| Xilinx | 0.2 | $4.8M | 103k | 46.85 | |
| Fusion-io | 0.2 | $4.4M | 327k | 13.39 | |
| Exone | 0.1 | $2.6M | 60k | 42.60 | |
| Guidewire Software (GWRE) | 0.1 | $2.5M | 53k | 47.12 | |
| 21vianet Group Sponsored Adr (VNET) | 0.0 | $1.1M | 69k | 16.49 |
