Criterion Capital Management as of Dec. 31, 2010
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 51 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Citrix Systems | 6.7 | $50M | 734k | 68.41 | |
| Aruba Networks | 5.2 | $39M | 1.9M | 20.88 | |
| athenahealth | 4.9 | $36M | 889k | 40.98 | |
| VanceInfo Technologies | 4.7 | $35M | 1.0M | 34.54 | |
| NetApp (NTAP) | 4.5 | $33M | 607k | 54.96 | |
| HiSoft Technology International (HSFT) | 3.8 | $29M | 943k | 30.20 | |
| Cadence Design Systems (CDNS) | 3.2 | $24M | 2.9M | 8.26 | |
| MIPS Technologies | 3.0 | $23M | 1.5M | 15.17 | |
| Wynn Resorts (WYNN) | 2.8 | $21M | 204k | 103.84 | |
| Netflix (NFLX) | 2.7 | $20M | 116k | 175.70 | |
| Verisk Analytics (VRSK) | 2.7 | $20M | 591k | 34.08 | |
| Lamar Advertising Company | 2.6 | $19M | 488k | 39.84 | |
| International Game Technology | 2.5 | $19M | 1.1M | 17.69 | |
| OpenTable | 2.5 | $19M | 270k | 70.48 | |
| salesforce (CRM) | 2.5 | $19M | 144k | 132.00 | |
| Powerwave Technologies | 2.5 | $19M | 7.4M | 2.54 | |
| AsiaInfo-Linkage | 2.5 | $19M | 1.1M | 16.57 | |
| Amazon (AMZN) | 2.5 | $18M | 102k | 180.00 | |
| 2.3 | $17M | 29k | 593.97 | ||
| VMware | 2.2 | $17M | 190k | 88.91 | |
| NetLogic Microsystems | 2.1 | $16M | 500k | 31.41 | |
| Cavium Networks | 2.1 | $16M | 414k | 37.68 | |
| Intuit (INTU) | 2.0 | $15M | 306k | 49.30 | |
| Juniper Networks (JNPR) | 1.9 | $14M | 375k | 36.92 | |
| Advent Software | 1.8 | $14M | 236k | 57.92 | |
| Makemytrip Limited Mauritius (MMYT) | 1.8 | $13M | 495k | 27.03 | |
| Varian Semiconductor | 1.7 | $13M | 349k | 36.97 | |
| Riverbed Technology | 1.6 | $12M | 350k | 35.17 | |
| Spansion | 1.4 | $11M | 520k | 20.70 | |
| Crown Castle International | 1.4 | $11M | 245k | 43.83 | |
| Qualcomm (QCOM) | 1.4 | $10M | 209k | 49.49 | |
| WMS Industries | 1.3 | $10M | 220k | 45.24 | |
| SouFun Holdings | 1.2 | $9.1M | 127k | 71.52 | |
| SBA Communications Corporation | 1.2 | $8.8M | 215k | 40.94 | |
| SuccessFactors | 1.1 | $8.0M | 275k | 28.96 | |
| CommVault Systems (CVLT) | 1.0 | $7.6M | 264k | 28.62 | |
| Taleo Corporation | 1.0 | $7.2M | 260k | 27.65 | |
| MEMC Electronic Materials | 0.9 | $6.8M | 604k | 11.26 | |
| Mellanox Technologies | 0.8 | $6.3M | 240k | 26.17 | |
| Interpublic Group of Companies (IPG) | 0.8 | $5.9M | 560k | 10.62 | |
| Comscore | 0.7 | $5.6M | 249k | 22.34 | |
| Informatica Corporation | 0.7 | $5.3M | 120k | 44.03 | |
| Qlik Technologies | 0.6 | $4.5M | 175k | 25.87 | |
| Power-One | 0.6 | $4.3M | 425k | 10.20 | |
| SolarWinds | 0.6 | $4.2M | 220k | 19.25 | |
| Baidu (BIDU) | 0.5 | $3.8M | 39k | 96.54 | |
| ARM Holdings | 0.4 | $3.1M | 150k | 20.75 | |
| Camelot Information Systems | 0.4 | $3.0M | 125k | 23.92 | |
| Tibco Software | 0.3 | $2.2M | 110k | 19.71 | |
| Blue Coat Systems | 0.3 | $2.1M | 69k | 29.87 | |
| Cree | 0.0 | $152k | 9.00 | 16888.89 |
