Criterion Capital Management as of Sept. 30, 2016
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 44 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| stock | 8.1 | $203M | 3.5M | 58.68 | |
| Servicenow (NOW) | 7.9 | $199M | 2.5M | 79.15 | |
| Workday Inc cl a (WDAY) | 7.8 | $196M | 2.1M | 91.69 | |
| Palo Alto Networks (PANW) | 6.8 | $171M | 1.1M | 159.33 | |
| salesforce (CRM) | 6.3 | $157M | 2.2M | 71.33 | |
| Amazon (AMZN) | 5.8 | $145M | 173k | 837.31 | |
| Facebook Inc cl a (META) | 5.4 | $135M | 1.1M | 128.27 | |
| Commscope Hldg (COMM) | 4.5 | $113M | 3.8M | 30.11 | |
| Netflix (NFLX) | 4.2 | $105M | 1.1M | 98.55 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.2 | $105M | 387k | 269.97 | |
| Arista Networks (ANET) | 4.1 | $102M | 1.2M | 85.08 | |
| SBA Communications Corporation | 3.8 | $96M | 855k | 112.16 | |
| Zayo Group Hldgs | 3.6 | $91M | 3.1M | 29.71 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $86M | 107k | 804.06 | |
| Yelp Inc cl a (YELP) | 3.0 | $76M | 1.8M | 41.70 | |
| Cbre Group Inc Cl A (CBRE) | 1.6 | $39M | 1.4M | 27.98 | |
| Nxp Semiconductors N V (NXPI) | 1.4 | $35M | 346k | 102.01 | |
| Advanced Micro Devices (AMD) | 1.2 | $31M | 4.5M | 6.91 | |
| Tesla Motors (TSLA) | 1.2 | $31M | 150k | 204.03 | |
| Microsoft Corporation (MSFT) | 1.2 | $30M | 527k | 57.60 | |
| MasterCard Incorporated (MA) | 1.2 | $30M | 291k | 101.77 | |
| Visa (V) | 1.1 | $29M | 348k | 82.70 | |
| Qualcomm (QCOM) | 0.9 | $24M | 348k | 68.50 | |
| Paypal Holdings (PYPL) | 0.9 | $24M | 577k | 40.97 | |
| 0.9 | $23M | 1.0M | 23.05 | ||
| Intel Corporation (INTC) | 0.8 | $19M | 512k | 37.75 | |
| Level 3 Communications | 0.8 | $19M | 415k | 46.38 | |
| Apple (AAPL) | 0.8 | $19M | 168k | 113.05 | |
| Xilinx | 0.7 | $18M | 339k | 54.34 | |
| Motorola Solutions (MSI) | 0.7 | $18M | 237k | 76.28 | |
| Applied Materials (AMAT) | 0.6 | $15M | 496k | 30.15 | |
| Lam Research Corporation | 0.6 | $15M | 159k | 94.71 | |
| Wynn Resorts (WYNN) | 0.6 | $15M | 149k | 97.42 | |
| Ambarella (AMBA) | 0.6 | $14M | 189k | 73.61 | |
| First Solar (FSLR) | 0.5 | $12M | 300k | 39.49 | |
| Analog Devices (ADI) | 0.4 | $9.6M | 149k | 64.45 | |
| Activision Blizzard | 0.4 | $9.5M | 215k | 44.30 | |
| Seagate Technology Com Stk | 0.4 | $9.5M | 247k | 38.55 | |
| Nutanix Inc cl a (NTNX) | 0.4 | $9.3M | 250k | 37.00 | |
| Zendesk | 0.3 | $6.6M | 214k | 30.71 | |
| Hubspot (HUBS) | 0.3 | $6.5M | 112k | 57.62 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $6.1M | 56k | 108.54 | |
| Western Digital (WDC) | 0.2 | $4.7M | 80k | 58.47 | |
| athenahealth | 0.2 | $3.9M | 31k | 126.13 |
