Criterion Capital Management

Criterion Capital Management as of June 30, 2016

Portfolio Holdings for Criterion Capital Management

Criterion Capital Management holds 28 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
stock 7.4 $156M 2.9M 54.18
Charter Communications Inc New Cl A cl a (CHTR) 6.8 $142M 622k 228.64
Amazon (AMZN) 6.5 $137M 191k 715.62
Servicenow (NOW) 6.5 $136M 2.0M 66.40
Workday Inc cl a (WDAY) 6.5 $135M 1.8M 74.67
Facebook Inc cl a (META) 6.2 $131M 1.1M 114.28
Commscope Hldg (COMM) 5.9 $123M 3.9M 31.03
SBA Communications Corporation 5.8 $120M 1.1M 107.94
salesforce (CRM) 5.5 $114M 1.4M 79.41
Netflix (NFLX) 4.3 $91M 992k 91.48
Lam Research Corporation (LRCX) 4.3 $89M 1.1M 84.06
Alphabet Inc Class A cs (GOOGL) 3.7 $77M 110k 703.53
Palo Alto Networks (PANW) 3.6 $75M 610k 122.64
Zayo Group Hldgs 3.5 $74M 2.6M 27.93
Arista Networks (ANET) 3.5 $73M 1.1M 64.38
Linear Technology Corporation 3.5 $72M 1.5M 46.53
Micron Technology (MU) 2.6 $55M 4.0M 13.76
Motorola Solutions (MSI) 2.4 $49M 744k 65.97
Visa (V) 1.6 $33M 445k 74.17
Yelp Inc cl a (YELP) 1.6 $33M 1.1M 30.36
MasterCard Incorporated (MA) 1.6 $33M 369k 88.06
Level 3 Communications 1.4 $30M 587k 51.49
athenahealth 1.4 $29M 213k 138.01
Sensata Technologies Hldg Bv 1.4 $29M 842k 34.89
Wynn Resorts (WYNN) 0.9 $20M 216k 90.64
Intel Corporation (INTC) 0.9 $19M 584k 32.80
Applied Materials (AMAT) 0.5 $9.8M 411k 23.97
Liberty Global 0.3 $5.9M 183k 32.49