Criterion Capital Management as of March 31, 2015
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 35 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 9.0 | $227M | 2.8M | 82.22 | |
| Workday Cl A (WDAY) | 7.4 | $186M | 2.2M | 84.41 | |
| Servicenow (NOW) | 7.1 | $179M | 2.3M | 78.78 | |
| Linkedin Corp Com Cl A | 6.8 | $171M | 684k | 249.86 | |
| Palo Alto Networks (PANW) | 5.9 | $149M | 1.0M | 146.08 | |
| athenahealth | 5.7 | $143M | 1.2M | 119.39 | |
| Charter Communications Inc D Cl A New | 5.3 | $134M | 692k | 193.11 | |
| Sunedison | 5.1 | $130M | 5.4M | 24.00 | |
| Commscope Hldg (COMM) | 4.9 | $124M | 4.3M | 28.54 | |
| salesforce (CRM) | 4.7 | $118M | 1.8M | 66.81 | |
| Amazon (AMZN) | 4.6 | $115M | 308k | 372.10 | |
| NetSuite | 3.6 | $90M | 969k | 92.76 | |
| Cadence Design Systems (CDNS) | 3.3 | $84M | 4.5M | 18.44 | |
| Sirius Xm Holdings (SIRI) | 3.1 | $77M | 20M | 3.82 | |
| Tripadvisor (TRIP) | 2.9 | $73M | 873k | 83.17 | |
| Liberty Global SHS CL C | 2.8 | $70M | 1.4M | 49.81 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $43M | 763k | 56.47 | |
| Netflix (NFLX) | 1.6 | $40M | 96k | 416.69 | |
| Twenty First Centy Fox Cl A | 1.5 | $39M | 1.1M | 33.84 | |
| Alcatel-lucent Sponsored Adr | 1.3 | $34M | 9.0M | 3.73 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $32M | 437k | 73.94 | |
| Linear Technology Corporation | 1.3 | $32M | 687k | 46.80 | |
| Live Nation Entertainment (LYV) | 1.3 | $32M | 1.3M | 25.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.2 | $29M | 348k | 83.24 | |
| Broadcom Corp Cl A | 0.9 | $24M | 546k | 43.29 | |
| Level 3 Communications Com New | 0.9 | $23M | 435k | 53.84 | |
| Akamai Technologies (AKAM) | 0.9 | $23M | 329k | 71.05 | |
| Zayo Group Hldgs | 0.7 | $18M | 653k | 27.96 | |
| Sunpower (SPWR) | 0.7 | $17M | 537k | 31.31 | |
| Marvell Technology Group Ord | 0.5 | $14M | 938k | 14.70 | |
| Applied Materials (AMAT) | 0.5 | $12M | 517k | 22.56 | |
| Verisk Analytics Cl A (VRSK) | 0.5 | $12M | 162k | 71.40 | |
| 3-d Sys Corp Del Com New Put Option (DDD) | 0.4 | $10M | 378k | 27.42 | |
| Wynn Resorts Call Option (WYNN) | 0.4 | $9.4M | 75k | 125.88 | |
| Quanta Services (PWR) | 0.2 | $5.7M | 201k | 28.53 |
