Criterion Capital Management as of Dec. 31, 2014
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 62 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.0 | $214M | 1.7M | 122.57 | |
| Servicenow (NOW) | 7.8 | $207M | 3.1M | 67.85 | |
| Workday Cl A (WDAY) | 7.6 | $202M | 2.5M | 81.61 | |
| Facebook Cl A (META) | 7.0 | $187M | 2.4M | 78.02 | |
| athenahealth | 6.7 | $178M | 1.2M | 145.70 | |
| Linkedin Corp Com Cl A | 6.3 | $168M | 731k | 229.71 | |
| Veeva Sys Cl A Com (VEEV) | 6.3 | $168M | 6.3M | 26.41 | |
| Motorola Solutions Com New (MSI) | 5.0 | $132M | 2.0M | 67.08 | |
| salesforce (CRM) | 4.5 | $119M | 2.0M | 59.31 | |
| NetSuite | 3.5 | $93M | 852k | 109.17 | |
| Applied Materials (AMAT) | 3.3 | $89M | 3.6M | 24.92 | |
| Charter Communications Inc D Cl A New | 2.9 | $77M | 465k | 166.62 | |
| Baidu Spon Adr Rep A (BIDU) | 2.8 | $75M | 329k | 227.97 | |
| Liberty Global SHS CL C | 2.3 | $62M | 1.3M | 48.31 | |
| Cadence Design Systems (CDNS) | 2.2 | $58M | 3.0M | 18.97 | |
| Amazon (AMZN) | 1.6 | $42M | 134k | 310.35 | |
| Qualcomm Call Option (QCOM) | 1.5 | $41M | 546k | 74.33 | |
| Sirius Xm Holdings | 1.3 | $35M | 9.9M | 3.50 | |
| Altera Corporation | 1.3 | $34M | 916k | 36.94 | |
| 3-d Sys Corp Del Com New Put Option (DDD) | 1.2 | $33M | 988k | 32.87 | |
| Pandora Media Call Option | 1.2 | $32M | 1.8M | 17.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.1 | $29M | 283k | 103.94 | |
| Zillow Cl A | 1.0 | $28M | 261k | 105.89 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $25M | 350k | 72.70 | |
| Arm Hldgs Sponsored Adr | 0.9 | $23M | 493k | 46.30 | |
| Linear Technology Corporation | 0.8 | $22M | 484k | 45.60 | |
| Liberty Global Shs Cl A | 0.6 | $15M | 305k | 50.20 | |
| Level 3 Communications Com New | 0.5 | $14M | 287k | 49.38 | |
| F5 Networks (FFIV) | 0.5 | $14M | 105k | 130.47 | |
| Zynga Cl A | 0.5 | $13M | 4.8M | 2.66 | |
| Wynn Resorts (WYNN) | 0.4 | $12M | 78k | 148.76 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $12M | 199k | 58.01 | |
| Hewlett-Packard Company | 0.4 | $12M | 288k | 40.13 | |
| Tripadvisor (TRIP) | 0.4 | $12M | 154k | 74.66 | |
| Sunedison | 0.4 | $11M | 585k | 19.51 | |
| Autodesk (ADSK) | 0.4 | $11M | 190k | 60.06 | |
| Broadcom Corp Cl A | 0.4 | $11M | 262k | 43.33 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $11M | 148k | 76.40 | |
| Verisk Analytics Cl A (VRSK) | 0.4 | $11M | 174k | 64.05 | |
| Akamai Technologies (AKAM) | 0.4 | $11M | 176k | 62.96 | |
| Mastercard Cl A (MA) | 0.4 | $11M | 129k | 86.16 | |
| Visa Com Cl A (V) | 0.4 | $11M | 42k | 262.20 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.4 | $11M | 318k | 34.17 | |
| Corning Incorporated (GLW) | 0.3 | $8.9M | 390k | 22.93 | |
| Finisar Corp Com New | 0.3 | $8.4M | 431k | 19.41 | |
| Teradata Corporation (TDC) | 0.3 | $8.3M | 189k | 43.68 | |
| Twenty First Centy Fox Cl A | 0.3 | $8.2M | 213k | 38.41 | |
| Jds Uniphase Corp Com Par $0.001 | 0.2 | $6.7M | 486k | 13.72 | |
| Freescale Semiconductor SHS | 0.2 | $5.6M | 223k | 25.23 | |
| Alcatel-lucent Sponsored Adr | 0.2 | $5.6M | 1.6M | 3.55 | |
| Arista Networks Put Option (ANET) | 0.2 | $5.1M | 84k | 60.76 | |
| Gopro Cl A (GPRO) | 0.2 | $4.8M | 76k | 63.22 | |
| H&R Block (HRB) | 0.2 | $4.6M | 137k | 33.68 | |
| Maxim Integrated Products | 0.2 | $4.6M | 143k | 31.87 | |
| Asm Intl N V Ny Register Sh (ASMIY) | 0.2 | $4.5M | 42k | 107.84 | |
| Moody's Corporation (MCO) | 0.2 | $4.4M | 46k | 95.80 | |
| Intuit (INTU) | 0.2 | $4.3M | 47k | 92.19 | |
| Amdocs SHS (DOX) | 0.2 | $4.3M | 93k | 46.66 | |
| Infinera (INFN) | 0.2 | $4.3M | 293k | 14.72 | |
| Quanta Services (PWR) | 0.1 | $2.3M | 81k | 28.39 | |
| Lendingclub | 0.0 | $633k | 25k | 25.32 | |
| Yingli Green Energy Hldg Adr Put Option | 0.0 | $293k | 125k | 2.35 |
