Criterion Capital Management as of Sept. 30, 2018
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 23 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 8.3 | $56M | 338k | 164.46 | |
| Alibaba Group Holding (BABA) | 8.2 | $54M | 330k | 164.76 | |
| First Data | 6.9 | $46M | 1.9M | 24.47 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.2 | $41M | 127k | 325.88 | |
| Paypal Holdings (PYPL) | 5.9 | $39M | 446k | 87.84 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $38M | 31k | 1207.08 | |
| MasterCard Incorporated (MA) | 5.6 | $37M | 168k | 222.61 | |
| Visa (V) | 5.6 | $37M | 247k | 150.09 | |
| Koninklijke Philips Electronics NV (PHG) | 5.5 | $37M | 808k | 45.51 | |
| MercadoLibre (MELI) | 5.2 | $35M | 103k | 340.47 | |
| FleetCor Technologies | 5.1 | $34M | 150k | 227.84 | |
| Activision Blizzard | 5.0 | $33M | 401k | 83.19 | |
| Iqvia Holdings (IQV) | 4.0 | $27M | 204k | 129.74 | |
| Amazon (AMZN) | 3.6 | $24M | 12k | 2003.01 | |
| IAC/InterActive | 2.6 | $17M | 80k | 216.72 | |
| NVIDIA Corporation (NVDA) | 2.5 | $17M | 59k | 281.03 | |
| Motorola Solutions (MSI) | 2.4 | $16M | 124k | 130.14 | |
| stock | 2.4 | $16M | 132k | 120.91 | |
| Equinix (EQIX) | 2.4 | $16M | 37k | 432.88 | |
| Crown Castle Intl (CCI) | 2.3 | $15M | 137k | 111.33 | |
| Guidewire Software (GWRE) | 1.7 | $12M | 114k | 101.01 | |
| Servicenow (NOW) | 1.7 | $11M | 58k | 195.64 | |
| RealPage | 1.2 | $8.1M | 124k | 65.90 |
