Criterion Capital Management as of Dec. 31, 2017
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 35 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 6.3 | $105M | 334k | 314.66 | |
| Broad | 5.1 | $85M | 332k | 256.90 | |
| Workday Inc cl a (WDAY) | 4.9 | $82M | 805k | 101.74 | |
| Facebook Inc cl a (META) | 4.9 | $81M | 461k | 176.46 | |
| Servicenow (NOW) | 4.8 | $81M | 618k | 130.39 | |
| Amazon (AMZN) | 4.8 | $80M | 69k | 1169.47 | |
| Netflix (NFLX) | 4.7 | $78M | 408k | 191.96 | |
| FleetCor Technologies | 4.6 | $77M | 398k | 192.43 | |
| salesforce (CRM) | 4.5 | $75M | 733k | 102.23 | |
| Koninklijke Philips Electronics NV (PHG) | 4.0 | $67M | 1.8M | 37.80 | |
| Wynn Resorts (WYNN) | 4.0 | $67M | 395k | 168.59 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $66M | 62k | 1053.39 | |
| Zayo Group Hldgs | 3.9 | $65M | 1.8M | 36.80 | |
| Delphi Automotive Inc international (APTV) | 3.8 | $64M | 749k | 84.83 | |
| Dxc Technology (DXC) | 3.5 | $59M | 619k | 94.90 | |
| Palo Alto Networks (PANW) | 3.0 | $51M | 349k | 144.94 | |
| Cree | 3.0 | $50M | 1.3M | 37.14 | |
| Comcast Corporation (CMCSA) | 2.4 | $39M | 985k | 40.05 | |
| Motorola Solutions (MSI) | 2.4 | $39M | 434k | 90.34 | |
| Paypal Holdings (PYPL) | 2.1 | $36M | 484k | 73.62 | |
| Ambarella (AMBA) | 2.1 | $35M | 599k | 58.75 | |
| stock | 2.0 | $34M | 408k | 82.84 | |
| Yelp Inc cl a (YELP) | 2.0 | $33M | 776k | 41.96 | |
| Intel Corporation (INTC) | 1.6 | $26M | 569k | 46.16 | |
| Commscope Hldg (COMM) | 1.6 | $26M | 694k | 37.83 | |
| NVIDIA Corporation (NVDA) | 1.5 | $25M | 129k | 193.50 | |
| Tesla Motors (TSLA) | 1.3 | $22M | 71k | 311.34 | |
| Visa (V) | 1.1 | $18M | 162k | 114.02 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.1 | $18M | 55k | 335.97 | |
| Microsoft Corporation (MSFT) | 1.1 | $18M | 212k | 85.54 | |
| MasterCard Incorporated (MA) | 1.1 | $18M | 119k | 151.36 | |
| priceline.com Incorporated | 1.1 | $18M | 10k | 1737.69 | |
| Juniper Networks (JNPR) | 0.7 | $11M | 380k | 28.50 | |
| Gentex Corporation (GNTX) | 0.5 | $8.6M | 408k | 20.95 | |
| Time Warner | 0.3 | $5.9M | 65k | 91.47 |
