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 | 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 |
