Criterion Capital Management as of June 30, 2011
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 44 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Citrix Systems | 7.1 | $79M | 990k | 80.00 | |
| VanceInfo Technologies | 6.1 | $68M | 2.9M | 23.11 | |
| VMware | 5.1 | $57M | 569k | 100.23 | |
| Sina Corporation | 5.0 | $56M | 539k | 104.10 | |
| Netflix (NFLX) | 4.3 | $48M | 183k | 262.69 | |
| Youku | 4.3 | $48M | 1.4M | 34.35 | |
| Cadence Design Systems (CDNS) | 4.3 | $48M | 4.5M | 10.56 | |
| Aruba Networks | 4.1 | $46M | 1.5M | 29.55 | |
| athenahealth | 3.9 | $44M | 1.1M | 41.10 | |
| Amazon (AMZN) | 3.9 | $43M | 212k | 204.49 | |
| salesforce (CRM) | 3.8 | $43M | 286k | 148.98 | |
| HiSoft Technology International (HSFT) | 3.7 | $41M | 2.8M | 14.65 | |
| Informatica Corporation | 3.5 | $39M | 673k | 58.43 | |
| EMC Corporation | 3.5 | $39M | 1.4M | 27.55 | |
| Baidu (BIDU) | 3.1 | $35M | 248k | 140.13 | |
| Wynn Resorts (WYNN) | 3.1 | $34M | 238k | 143.54 | |
| NetSuite | 3.0 | $33M | 844k | 39.20 | |
| MercadoLibre (MELI) | 2.6 | $29M | 367k | 79.34 | |
| Yandex Nv-a (NBIS) | 2.4 | $27M | 762k | 35.51 | |
| Ezchip Semiconductor Lt | 2.4 | $27M | 727k | 36.97 | |
| Teradata Corporation (TDC) | 2.2 | $25M | 411k | 60.20 | |
| International Game Technology | 1.9 | $21M | 1.2M | 17.58 | |
| Makemytrip Limited Mauritius (MMYT) | 1.9 | $21M | 848k | 24.50 | |
| Advent Software | 1.9 | $21M | 734k | 28.17 | |
| Comscore | 1.9 | $21M | 795k | 25.90 | |
| Fusion-io | 1.4 | $16M | 520k | 30.09 | |
| Riverbed Technology | 1.2 | $13M | 330k | 39.59 | |
| Nuance Communications | 1.1 | $12M | 573k | 21.47 | |
| Cavium | 0.9 | $9.7M | 224k | 43.59 | |
| Powerwave Technologies | 0.8 | $9.4M | 3.2M | 2.95 | |
| ARM Holdings | 0.7 | $8.2M | 289k | 28.43 | |
| Pandora Media | 0.7 | $7.9M | 420k | 18.91 | |
| iSoftStone Holdings | 0.6 | $7.0M | 455k | 15.31 | |
| RealPage | 0.5 | $5.6M | 213k | 26.47 | |
| Financial Engines | 0.5 | $5.1M | 198k | 25.92 | |
| Apple (AAPL) | 0.5 | $5.0M | 15k | 335.67 | |
| Servicesource | 0.4 | $4.7M | 213k | 22.22 | |
| Linkedin Corp | 0.4 | $4.5M | 50k | 90.10 | |
| CommVault Systems (CVLT) | 0.4 | $4.0M | 90k | 44.46 | |
| Cincinnati Bell | 0.3 | $3.9M | 1.2M | 3.32 | |
| Shutterfly | 0.3 | $2.9M | 50k | 57.42 | |
| K12 | 0.1 | $1.5M | 45k | 33.13 | |
| ACCRETIVE Health | 0.1 | $1.4M | 50k | 28.80 | |
| Amphenol Corporation (APH) | 0.1 | $972k | 18k | 54.00 |
