Criterion Capital Management as of March 31, 2011
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 42 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Citrix Systems | 6.9 | $63M | 858k | 73.46 | |
| AsiaInfo-Linkage | 6.7 | $61M | 2.8M | 21.65 | |
| Aruba Networks | 6.6 | $60M | 1.8M | 33.84 | |
| OpenTable | 5.4 | $49M | 464k | 106.35 | |
| VanceInfo Technologies | 5.4 | $49M | 1.6M | 31.41 | |
| athenahealth | 5.2 | $47M | 1.0M | 45.13 | |
| Alcatel-Lucent | 5.1 | $46M | 8.0M | 5.81 | |
| Netflix (NFLX) | 4.8 | $44M | 184k | 237.78 | |
| HiSoft Technology International (HSFT) | 4.6 | $42M | 2.2M | 18.73 | |
| Powerwave Technologies | 4.4 | $40M | 8.9M | 4.51 | |
| VMware | 4.0 | $37M | 453k | 81.54 | |
| Cadence Design Systems (CDNS) | 4.0 | $37M | 3.8M | 9.75 | |
| International Game Technology | 3.4 | $31M | 1.9M | 16.23 | |
| Wynn Resorts (WYNN) | 3.0 | $28M | 217k | 127.16 | |
| salesforce (CRM) | 2.9 | $26M | 195k | 133.58 | |
| Qualcomm (QCOM) | 2.7 | $24M | 445k | 54.83 | |
| Amazon (AMZN) | 2.1 | $19M | 105k | 180.13 | |
| WebMD Health | 2.1 | $19M | 353k | 53.42 | |
| Ezchip Semiconductor Lt | 2.0 | $19M | 624k | 29.64 | |
| Cavium Networks | 2.0 | $18M | 397k | 44.93 | |
| Makemytrip Limited Mauritius (MMYT) | 1.9 | $18M | 598k | 29.31 | |
| Advent Software | 1.8 | $17M | 574k | 28.69 | |
| NetSuite | 1.6 | $14M | 492k | 29.08 | |
| NetApp (NTAP) | 1.6 | $14M | 296k | 48.15 | |
| Universal Display Corporation (OLED) | 1.2 | $11M | 200k | 55.04 | |
| SolarWinds | 1.1 | $11M | 449k | 23.46 | |
| Comscore | 1.1 | $9.7M | 327k | 29.50 | |
| Youku | 1.0 | $9.1M | 192k | 47.51 | |
| SuccessFactors | 0.8 | $7.0M | 178k | 39.09 | |
| Varian Semiconductor | 0.7 | $6.1M | 125k | 48.67 | |
| MercadoLibre (MELI) | 0.6 | $5.5M | 68k | 81.63 | |
| RealPage | 0.6 | $5.6M | 202k | 27.73 | |
| Tibco Software | 0.5 | $4.9M | 180k | 27.25 | |
| Informatica Corporation | 0.5 | $4.7M | 90k | 52.19 | |
| Asml Holding Nv Adr depository receipts | 0.5 | $4.5M | 100k | 44.50 | |
| Rackspace Hosting | 0.5 | $4.3M | 100k | 42.85 | |
| Ctrip.com International | 0.3 | $2.5M | 60k | 41.48 | |
| E Commerce China Dangdang | 0.2 | $1.6M | 80k | 20.62 | |
| CommVault Systems (CVLT) | 0.1 | $997k | 25k | 39.88 | |
| Aeroflex Holding | 0.1 | $637k | 35k | 18.20 | |
| ARM Holdings | 0.1 | $592k | 21k | 28.19 | |
| Camelot Information Systems | 0.1 | $415k | 25k | 16.60 |
