Criterion Capital Management as of June 30, 2018
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 7.6 | $101M | 522k | 194.32 | |
| First Data | 6.8 | $91M | 4.3M | 20.93 | |
| Nuance Communications | 6.7 | $89M | 6.4M | 13.88 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.1 | $82M | 279k | 293.21 | |
| Koninklijke Philips Electronics NV (PHG) | 5.8 | $78M | 1.8M | 42.27 | |
| MercadoLibre (MELI) | 5.6 | $75M | 250k | 298.93 | |
| Activision Blizzard | 4.9 | $65M | 852k | 76.32 | |
| Intel Corporation (INTC) | 4.8 | $64M | 1.3M | 49.71 | |
| Palo Alto Networks (PANW) | 4.7 | $62M | 303k | 205.47 | |
| Zayo Group Hldgs | 4.5 | $60M | 1.7M | 36.48 | |
| Microsoft Corporation (MSFT) | 4.3 | $58M | 585k | 98.61 | |
| Equinix (EQIX) | 4.3 | $57M | 133k | 429.89 | |
| Wynn Resorts (WYNN) | 4.2 | $56M | 334k | 167.34 | |
| Amazon (AMZN) | 3.6 | $48M | 28k | 1699.80 | |
| Paypal Holdings (PYPL) | 3.5 | $47M | 564k | 83.27 | |
| Take-Two Interactive Software (TTWO) | 3.5 | $47M | 393k | 118.36 | |
| NVIDIA Corporation (NVDA) | 3.5 | $46M | 195k | 236.90 | |
| Motorola Solutions (MSI) | 2.5 | $34M | 292k | 116.37 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $34M | 30k | 1129.19 | |
| MasterCard Incorporated (MA) | 2.5 | $34M | 171k | 196.52 | |
| Visa (V) | 2.5 | $33M | 250k | 132.45 | |
| Broadcom (AVGO) | 2.4 | $32M | 131k | 242.64 | |
| Cree | 1.7 | $23M | 557k | 41.57 | |
| Workday Inc cl a (WDAY) | 1.2 | $17M | 136k | 121.12 |
