Criterion Capital Management

Criterion Capital Management as of March 31, 2017

Portfolio Holdings for Criterion Capital Management

Criterion Capital Management holds 43 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Servicenow (NOW) 7.6 $207M 2.4M 87.47
Workday Inc cl a (WDAY) 7.3 $198M 2.4M 83.28
salesforce (CRM) 7.1 $193M 2.3M 82.49
stock (SPLK) 6.9 $188M 3.0M 62.29
Facebook Inc cl a (META) 6.9 $187M 1.3M 142.05
Amazon (AMZN) 5.6 $153M 173k 886.54
Activision Blizzard 4.0 $109M 2.2M 49.86
Palo Alto Networks (PANW) 3.8 $105M 928k 112.68
Commscope Hldg (COMM) 3.6 $99M 2.4M 41.71
Sba Communications Corp (SBAC) 3.6 $97M 804k 120.37
Arista Networks (ANET) 3.5 $97M 731k 132.27
Yelp Inc cl a (YELP) 3.4 $92M 2.8M 32.75
Netflix (NFLX) 3.4 $91M 618k 147.81
Charter Communications Inc New Cl A cl a (CHTR) 3.3 $91M 278k 327.32
Visa (V) 3.0 $80M 905k 88.87
Zayo Group Hldgs 2.8 $77M 2.3M 32.90
Alphabet Inc Class A cs (GOOGL) 2.8 $77M 91k 847.80
Xilinx 2.7 $73M 1.3M 57.89
Intel Corporation (INTC) 2.6 $72M 2.0M 36.07
Comcast Corporation (CMCSA) 2.6 $71M 1.9M 37.59
Computer Sciences Corporation 1.9 $50M 730k 69.01
Wynn Resorts (WYNN) 1.7 $46M 400k 114.61
MasterCard Incorporated (MA) 1.1 $29M 261k 112.47
Ss&c Technologies Holding (SSNC) 1.0 $27M 758k 35.40
Motorola Solutions (MSI) 0.9 $26M 299k 86.22
Vodafone Group New Adr F (VOD) 0.7 $18M 693k 26.43
Broad 0.7 $18M 83k 218.96
Red Hat 0.7 $18M 206k 86.50
Infosys Technologies (INFY) 0.6 $16M 1.0M 15.80
Cavium 0.6 $15M 213k 71.66
Applied Materials (AMAT) 0.5 $14M 354k 38.90
3D Systems Corporation (DDD) 0.4 $11M 745k 14.96
Inphi Corporation 0.4 $11M 218k 48.82
Las Vegas Sands (LVS) 0.3 $9.4M 165k 57.07
NVIDIA Corporation (NVDA) 0.3 $9.2M 85k 108.93
Cadence Design Systems (CDNS) 0.3 $9.2M 292k 31.40
Tesla Motors (TSLA) 0.3 $8.5M 31k 278.31
Advanced Micro Devices (AMD) 0.2 $6.7M 460k 14.55
Western Digital (WDC) 0.2 $6.4M 78k 82.53
Zendesk 0.2 $6.3M 225k 28.04
Analog Devices (ADI) 0.2 $4.6M 56k 81.95
Lam Research Corporation (LRCX) 0.2 $4.6M 36k 128.37
IPG Photonics Corporation (IPGP) 0.0 $851k 7.0k 120.76