Criterion Capital Management as of June 30, 2017
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 36 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 6.7 | $139M | 1.6M | 86.60 | |
| Facebook Inc cl a (META) | 6.7 | $138M | 917k | 150.98 | |
| Servicenow (NOW) | 5.9 | $123M | 1.2M | 106.00 | |
| stock | 5.6 | $116M | 2.0M | 56.89 | |
| Palo Alto Networks (PANW) | 5.3 | $111M | 828k | 133.81 | |
| Amazon (AMZN) | 5.2 | $109M | 112k | 968.00 | |
| Workday Inc cl a (WDAY) | 5.1 | $105M | 1.1M | 97.00 | |
| Dxc Technology (DXC) | 4.5 | $94M | 1.2M | 76.72 | |
| Wynn Resorts (WYNN) | 4.3 | $90M | 673k | 134.12 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.1 | $84M | 250k | 336.85 | |
| Koninklijke Philips Electronics NV (PHG) | 3.7 | $77M | 2.1M | 35.82 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $76M | 81k | 929.67 | |
| Netflix (NFLX) | 3.6 | $75M | 499k | 149.41 | |
| Zayo Group Hldgs | 3.4 | $71M | 2.3M | 30.90 | |
| Sba Communications Corp (SBAC) | 3.1 | $65M | 479k | 134.90 | |
| Yelp Inc cl a (YELP) | 3.1 | $64M | 2.1M | 30.02 | |
| Visa (V) | 3.0 | $62M | 657k | 93.78 | |
| Motorola Solutions (MSI) | 2.9 | $60M | 691k | 86.74 | |
| Activision Blizzard | 2.8 | $57M | 990k | 57.57 | |
| FleetCor Technologies | 2.1 | $44M | 304k | 144.21 | |
| Comcast Corporation (CMCSA) | 1.9 | $39M | 1.0M | 38.92 | |
| Advanced Micro Devices (AMD) | 1.7 | $36M | 2.9M | 12.48 | |
| Delphi Automotive | 1.4 | $29M | 326k | 87.65 | |
| Commscope Hldg (COMM) | 1.3 | $27M | 717k | 38.03 | |
| Vodafone Group New Adr F (VOD) | 1.3 | $27M | 933k | 28.73 | |
| Cadence Design Systems (CDNS) | 1.2 | $26M | 772k | 33.49 | |
| Applied Materials (AMAT) | 0.9 | $19M | 458k | 41.31 | |
| Tesla Motors (TSLA) | 0.8 | $18M | 49k | 361.62 | |
| Broad | 0.8 | $18M | 76k | 233.05 | |
| MasterCard Incorporated (MA) | 0.8 | $17M | 144k | 121.45 | |
| Xilinx | 0.8 | $17M | 271k | 64.32 | |
| Arista Networks (ANET) | 0.8 | $17M | 115k | 149.79 | |
| NVIDIA Corporation (NVDA) | 0.4 | $8.7M | 60k | 144.56 | |
| Altice Usa Inc cl a (ATUS) | 0.4 | $8.8M | 272k | 32.30 | |
| Zendesk | 0.2 | $4.6M | 164k | 27.78 | |
| Lumentum Hldgs (LITE) | 0.2 | $4.2M | 73k | 57.05 |
