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 | 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 | 0.2 | $4.6M | 36k | 128.37 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $851k | 7.0k | 120.76 |
