Criterion Capital Management as of March 31, 2018
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 33 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broad | 7.4 | $107M | 456k | 235.65 | |
| Facebook Inc cl a (META) | 7.0 | $101M | 633k | 159.79 | |
| Koninklijke Philips Electronics NV (PHG) | 5.7 | $83M | 2.2M | 38.31 | |
| Cadence Design Systems (CDNS) | 5.1 | $73M | 2.0M | 36.77 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.9 | $71M | 229k | 311.22 | |
| Cree | 4.9 | $71M | 1.8M | 40.31 | |
| Commscope Hldg (COMM) | 4.8 | $70M | 1.8M | 39.97 | |
| Equinix (EQIX) | 4.6 | $66M | 159k | 418.14 | |
| MercadoLibre (MELI) | 4.5 | $66M | 184k | 356.39 | |
| Zayo Group Hldgs | 4.4 | $64M | 1.9M | 34.16 | |
| Intel Corporation (INTC) | 4.4 | $63M | 1.2M | 52.08 | |
| First Data | 3.9 | $56M | 3.5M | 16.00 | |
| Paypal Holdings (PYPL) | 3.5 | $51M | 673k | 75.87 | |
| Motorola Solutions (MSI) | 3.3 | $48M | 452k | 105.30 | |
| Nuance Communications | 2.9 | $42M | 2.7M | 15.75 | |
| Amazon (AMZN) | 2.8 | $41M | 28k | 1447.35 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.4 | $34M | 890k | 38.32 | |
| Delphi Automotive Inc international (APTV) | 2.3 | $34M | 397k | 84.97 | |
| Oracle Corporation (ORCL) | 1.9 | $28M | 604k | 45.75 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $27M | 26k | 1037.12 | |
| Corning Incorporated (GLW) | 1.8 | $26M | 942k | 27.88 | |
| Tesla Motors (TSLA) | 1.8 | $26M | 98k | 266.13 | |
| MasterCard Incorporated (MA) | 1.8 | $26M | 147k | 175.16 | |
| FleetCor Technologies | 1.7 | $25M | 124k | 202.50 | |
| Dxc Technology (DXC) | 1.4 | $20M | 203k | 100.53 | |
| Box Inc cl a (BOX) | 1.4 | $20M | 968k | 20.55 | |
| Worldpay Ord | 1.3 | $18M | 223k | 82.24 | |
| Alibaba Group Holding (BABA) | 1.2 | $18M | 96k | 183.54 | |
| Time Warner | 1.1 | $17M | 176k | 94.58 | |
| Wynn Resorts (WYNN) | 1.1 | $17M | 91k | 182.37 | |
| Las Vegas Sands (LVS) | 1.1 | $16M | 228k | 71.90 | |
| Netflix (NFLX) | 1.1 | $16M | 53k | 295.35 | |
| Zscaler Incorporated (ZS) | 0.2 | $2.7M | 95k | 28.07 |
