Criterion Capital Management as of Dec. 31, 2016
Portfolio Holdings for Criterion Capital Management
Criterion Capital Management holds 31 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 8.5 | $209M | 3.1M | 68.46 | |
| Servicenow (NOW) | 7.7 | $189M | 2.5M | 74.34 | |
| stock | 7.2 | $178M | 3.5M | 51.15 | |
| Facebook Inc cl a (META) | 6.4 | $156M | 1.4M | 115.05 | |
| Palo Alto Networks (PANW) | 6.2 | $151M | 1.2M | 125.05 | |
| Workday Inc cl a (WDAY) | 6.0 | $147M | 2.2M | 66.09 | |
| Amazon (AMZN) | 5.7 | $139M | 185k | 749.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.7 | $114M | 397k | 287.92 | |
| Netflix (NFLX) | 4.5 | $111M | 899k | 123.80 | |
| Arista Networks (ANET) | 4.5 | $110M | 1.1M | 96.77 | |
| Commscope Hldg (COMM) | 4.4 | $109M | 2.9M | 37.20 | |
| SBA Communications Corporation | 4.1 | $100M | 965k | 103.26 | |
| Yelp Inc cl a (YELP) | 3.9 | $95M | 2.5M | 38.13 | |
| Xilinx | 3.7 | $91M | 1.5M | 60.37 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $91M | 114k | 792.45 | |
| Activision Blizzard | 3.1 | $77M | 2.1M | 36.11 | |
| Zayo Group Hldgs | 2.8 | $69M | 2.1M | 32.86 | |
| Comcast Corporation (CMCSA) | 2.2 | $55M | 793k | 69.05 | |
| Sensata Technologies Hldg Bv | 1.7 | $41M | 1.1M | 38.95 | |
| Advanced Micro Devices (AMD) | 1.7 | $41M | 3.6M | 11.34 | |
| Paypal Holdings (PYPL) | 1.6 | $39M | 978k | 39.47 | |
| Visa (V) | 1.5 | $37M | 468k | 78.02 | |
| MasterCard Incorporated (MA) | 1.1 | $28M | 269k | 103.25 | |
| Motorola Solutions (MSI) | 0.8 | $20M | 243k | 82.89 | |
| Nxp Semiconductors N V (NXPI) | 0.8 | $20M | 200k | 98.01 | |
| Analog Devices (ADI) | 0.3 | $8.1M | 112k | 72.62 | |
| Applied Materials (AMAT) | 0.3 | $8.0M | 247k | 32.27 | |
| 0.3 | $7.9M | 483k | 16.30 | ||
| Grubhub | 0.2 | $6.1M | 161k | 37.62 | |
| Zendesk | 0.2 | $4.8M | 226k | 21.20 | |
| Inphi Corporation | 0.1 | $2.7M | 61k | 44.62 |
