Criterion Capital Management as of Sept. 30, 2017
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 36 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 6.8 | $159M | 1.4M | 117.53 | |
| salesforce (CRM) | 6.7 | $157M | 1.7M | 93.42 | |
| Workday Inc cl a (WDAY) | 6.4 | $150M | 1.4M | 105.39 | |
| Palo Alto Networks (PANW) | 6.2 | $146M | 1.0M | 144.10 | |
| Facebook Inc cl a (META) | 5.9 | $138M | 810k | 170.87 | |
| stock | 5.8 | $137M | 2.1M | 66.43 | |
| Amazon (AMZN) | 5.4 | $127M | 132k | 961.35 | |
| Netflix (NFLX) | 4.9 | $115M | 636k | 181.35 | |
| Dxc Technology (DXC) | 4.4 | $104M | 1.2M | 85.88 | |
| FleetCor Technologies | 4.4 | $103M | 664k | 154.77 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.0 | $95M | 262k | 363.42 | |
| Koninklijke Philips Electronics NV (PHG) | 3.8 | $90M | 2.2M | 41.20 | |
| Yelp Inc cl a (YELP) | 3.5 | $83M | 1.9M | 43.30 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $76M | 78k | 973.72 | |
| Comcast Corporation (CMCSA) | 3.1 | $72M | 1.9M | 38.48 | |
| Wynn Resorts (WYNN) | 3.0 | $72M | 481k | 148.92 | |
| Visa (V) | 3.0 | $70M | 666k | 105.24 | |
| MercadoLibre (MELI) | 3.0 | $70M | 271k | 258.93 | |
| Zayo Group Hldgs | 2.7 | $64M | 1.9M | 34.42 | |
| Delphi Automotive | 1.7 | $40M | 404k | 98.40 | |
| MasterCard Incorporated (MA) | 1.6 | $37M | 261k | 141.20 | |
| Sba Communications Corp (SBAC) | 1.5 | $35M | 243k | 144.05 | |
| Applied Materials (AMAT) | 1.4 | $32M | 612k | 52.09 | |
| Motorola Solutions (MSI) | 1.3 | $31M | 370k | 84.87 | |
| Advanced Micro Devices (AMD) | 0.9 | $22M | 1.7M | 12.75 | |
| Activision Blizzard | 0.8 | $18M | 274k | 64.51 | |
| Apple (AAPL) | 0.7 | $17M | 113k | 154.12 | |
| Tesla Motors (TSLA) | 0.7 | $17M | 51k | 341.09 | |
| Broad | 0.7 | $17M | 71k | 242.54 | |
| Keysight Technologies (KEYS) | 0.6 | $13M | 311k | 41.66 | |
| priceline.com Incorporated | 0.5 | $11M | 5.9k | 1830.74 | |
| Altice Usa Inc cl a (ATUS) | 0.4 | $9.1M | 333k | 27.31 | |
| NVIDIA Corporation (NVDA) | 0.4 | $8.8M | 49k | 178.76 | |
| Cree | 0.4 | $8.4M | 297k | 28.19 | |
| Universal Display Corporation (OLED) | 0.2 | $5.9M | 46k | 128.86 | |
| Symantec Corporation | 0.1 | $2.9M | 87k | 32.81 |
