Criterion Capital Management as of March 31, 2014
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 66 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 11.4 | $343M | 5.0M | 68.60 | |
| Baidu (BIDU) | 4.7 | $142M | 930k | 152.27 | |
| Sprint | 4.0 | $121M | 13M | 9.19 | |
| Linkedin Corp | 4.0 | $119M | 641k | 184.94 | |
| Charter Communications | 3.8 | $114M | 928k | 123.20 | |
| Amazon (AMZN) | 3.8 | $113M | 337k | 336.36 | |
| Veeva Sys Inc cl a (VEEV) | 3.6 | $107M | 4.0M | 26.70 | |
| Ctrip.com International | 3.0 | $89M | 1.8M | 50.42 | |
| Freescale Semiconductor Holdin | 2.9 | $87M | 3.6M | 24.41 | |
| Crown Castle International | 2.8 | $85M | 1.1M | 73.78 | |
| salesforce (CRM) | 2.6 | $77M | 1.3M | 57.09 | |
| Netflix (NFLX) | 2.5 | $74M | 211k | 352.03 | |
| Zynga | 2.3 | $70M | 16M | 4.30 | |
| Rackspace Hosting | 2.3 | $70M | 2.1M | 32.82 | |
| Sirius Xm Holdings | 2.1 | $65M | 20M | 3.20 | |
| Facebook Inc cl a (META) | 2.1 | $63M | 1.1M | 60.24 | |
| Zulily Inc cl a | 1.9 | $57M | 1.1M | 50.19 | |
| Equinix | 1.9 | $57M | 306k | 184.84 | |
| NetSuite | 1.9 | $57M | 598k | 94.83 | |
| American Tower Reit (AMT) | 1.9 | $57M | 693k | 81.87 | |
| priceline.com Incorporated | 1.7 | $52M | 44k | 1191.90 | |
| Wynn Resorts (WYNN) | 1.7 | $51M | 227k | 222.15 | |
| Applied Materials (AMAT) | 1.6 | $48M | 2.4M | 20.41 | |
| athenahealth | 1.6 | $47M | 295k | 160.24 | |
| Workday Inc cl a (WDAY) | 1.5 | $46M | 504k | 91.43 | |
| Motorola Solutions (MSI) | 1.4 | $42M | 659k | 64.29 | |
| Cbre Group Inc Cl A (CBRE) | 1.4 | $42M | 1.5M | 27.43 | |
| Liberty Global Inc C | 1.4 | $42M | 1.0M | 40.71 | |
| Liberty Global Inc Com Ser A | 1.3 | $40M | 952k | 41.60 | |
| Servicenow (NOW) | 1.3 | $39M | 648k | 59.92 | |
| tw tele | 1.3 | $38M | 1.2M | 31.26 | |
| Cadence Design Systems (CDNS) | 1.3 | $38M | 2.4M | 15.54 | |
| Altera Corporation | 1.2 | $38M | 1.0M | 36.24 | |
| Retailmenot | 1.2 | $38M | 1.2M | 32.00 | |
| 1.2 | $36M | 33k | 1114.50 | ||
| DISH Network | 1.2 | $35M | 570k | 62.21 | |
| Concur Technologies | 1.2 | $35M | 351k | 99.07 | |
| Twenty-first Century Fox | 1.1 | $34M | 1.1M | 31.97 | |
| Acxiom Corporation | 0.9 | $26M | 765k | 34.39 | |
| Sina Corporation | 0.9 | $26M | 433k | 60.41 | |
| Lam Research Corporation | 0.8 | $25M | 454k | 55.00 | |
| Yandex Nv-a (NBIS) | 0.5 | $15M | 498k | 30.19 | |
| Guidewire Software (GWRE) | 0.5 | $13M | 274k | 49.05 | |
| New York Times Company (NYT) | 0.4 | $13M | 773k | 17.12 | |
| ARM Holdings | 0.4 | $13M | 257k | 50.97 | |
| Avago Technologies | 0.4 | $13M | 200k | 64.41 | |
| eBay (EBAY) | 0.4 | $13M | 229k | 55.24 | |
| Pandora Media | 0.4 | $12M | 408k | 30.32 | |
| CBS Corporation | 0.4 | $12M | 194k | 61.80 | |
| stock | 0.4 | $12M | 170k | 71.49 | |
| Nielsen Holdings Nv | 0.4 | $11M | 243k | 44.63 | |
| Xoom | 0.3 | $9.0M | 462k | 19.52 | |
| 3D Systems Corporation (DDD) | 0.2 | $7.3M | 123k | 59.15 | |
| Sunpower (SPWRQ) | 0.2 | $7.0M | 219k | 32.26 | |
| Bazaarvoice | 0.2 | $7.2M | 981k | 7.30 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.2 | $6.5M | 44k | 149.29 | |
| Qualcomm (QCOM) | 0.2 | $6.2M | 79k | 78.86 | |
| Dolby Laboratories (DLB) | 0.2 | $6.4M | 144k | 44.50 | |
| Sunedison | 0.2 | $6.3M | 333k | 18.84 | |
| Fusion-io | 0.2 | $6.0M | 572k | 10.52 | |
| Verisk Analytics (VRSK) | 0.2 | $5.7M | 95k | 59.96 | |
| Akamai Technologies (AKAM) | 0.2 | $5.1M | 88k | 58.21 | |
| Finisar Corporation | 0.2 | $5.2M | 195k | 26.51 | |
| Teradyne (TER) | 0.2 | $5.2M | 262k | 19.89 | |
| Yingli Green Energy Hold | 0.1 | $2.9M | 670k | 4.35 | |
| Blackberry (BB) | 0.1 | $2.2M | 268k | 8.08 |
