Criterion Capital Management as of March 31, 2016
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 35 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| stock | 7.5 | $183M | 3.7M | 48.93 | |
| Workday Inc cl a (WDAY) | 7.1 | $173M | 2.3M | 76.84 | |
| Servicenow (NOW) | 6.8 | $165M | 2.7M | 61.18 | |
| salesforce (CRM) | 6.5 | $158M | 2.1M | 73.83 | |
| Charter Communications | 5.8 | $142M | 701k | 202.43 | |
| Facebook Inc cl a (META) | 5.8 | $141M | 1.2M | 114.10 | |
| Amazon (AMZN) | 5.5 | $134M | 226k | 593.64 | |
| SBA Communications Corporation | 5.2 | $127M | 1.3M | 100.17 | |
| Sensata Technologies Hldg Bv | 4.3 | $105M | 2.7M | 38.84 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $101M | 132k | 762.90 | |
| NetSuite | 3.9 | $94M | 1.4M | 68.49 | |
| athenahealth | 3.4 | $84M | 602k | 138.78 | |
| Commscope Hldg (COMM) | 3.2 | $79M | 2.8M | 27.92 | |
| Linear Technology Corporation | 3.0 | $73M | 1.6M | 44.56 | |
| Motorola Solutions (MSI) | 2.7 | $67M | 880k | 75.70 | |
| Zayo Group Hldgs | 2.6 | $64M | 2.6M | 24.24 | |
| Liberty Global Inc C | 2.5 | $61M | 1.6M | 37.56 | |
| Live Nation Entertainment (LYV) | 1.8 | $44M | 2.0M | 22.31 | |
| Micron Technology (MU) | 1.7 | $42M | 4.0M | 10.47 | |
| Level 3 Communications | 1.4 | $35M | 655k | 52.85 | |
| MasterCard Incorporated (MA) | 1.4 | $34M | 360k | 94.50 | |
| Visa (V) | 1.4 | $34M | 438k | 76.48 | |
| Lam Research Corporation | 1.2 | $30M | 368k | 82.60 | |
| Netflix (NFLX) | 1.2 | $30M | 290k | 102.23 | |
| Ss&c Technologies Holding (SSNC) | 1.2 | $30M | 469k | 63.42 | |
| Cbre Group Inc Cl A (CBRE) | 1.2 | $30M | 1.0M | 28.82 | |
| Yelp Inc cl a (YELP) | 1.2 | $29M | 1.5M | 19.88 | |
| Wynn Resorts (WYNN) | 1.0 | $25M | 264k | 93.43 | |
| Skyworks Solutions (SWKS) | 1.0 | $23M | 300k | 77.90 | |
| Tripadvisor (TRIP) | 0.9 | $22M | 326k | 66.50 | |
| Palo Alto Networks (PANW) | 0.9 | $21M | 129k | 163.14 | |
| Las Vegas Sands (LVS) | 0.8 | $20M | 387k | 51.68 | |
| FleetCor Technologies | 0.8 | $20M | 134k | 148.75 | |
| Intel Corporation (INTC) | 0.8 | $20M | 604k | 32.35 | |
| Ctrip.com International | 0.2 | $5.7M | 130k | 44.26 |
