CRITERION CAPITAL MANAGEMENT LLC Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 249-1285

Report Date: 06/30/2014

Position Statistics

Total Positions 70
New Positions 7
Increased Positions 27
Decreased Positions 41
Positions with Activity 68
Sold Out Positions 32
Total Mkt Value (in $ millions) 3,450

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 28.55%
Technology 62.16%
Transportation
Utilities

70 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 511,833 43,336 9.25 4,763,455
SERVICENOW INC COM 236,493 194,646 465.13 3,664,293
BAIDU INC SPON ADR REP A 207,946 6,043 2.99 958,144
VEEVA SYS INC CL A COM 204,137 101,260 98.43 7,293,208
WORKDAY INC CL A 188,708 145,463 336.37 2,201,187
LINKEDIN CORP COM CL A 163,085 33,280 25.64 804,879
SALESFORCE COM INC COM 156,019 78,140 100.33 2,695,567
CHARTER COMMUNICATIONS INC DEL CL A NEW 150,938 6,142 4.24 967,301
AMAZON COM INC COM 139,098 33,653 31.92 444,148
NETSUITE INC COM 135,016 79,374 142.65 1,451,632
CTRIP COM INTL LTD AMERICAN DEP SHS 124,478 23,379 23.12 2,183,450
SIRIUS XM HLDGS INC COM 111,089 43,185 63.60 32,964,187
ATHENAHEALTH INC COM 100,609 66,427 194.33 867,019
CROWN CASTLE INTL CORP COM 97,684 1,160 1.20 1,158,905
CONCUR TECHNOLOGIES INC COM 88,594 43,623 97.00 691,924
FACEBOOK INC CL A 72,260 -11,889 (14.13) 902,800
LIBERTY GLOBAL PLC SHS CL C 70,830 26,716 60.56 1,660,738
SUNEDISON INC COM 63,481 57,251 919.05 3,396,500
NETFLIX INC COM 62,506 -18,469 (22.81) 163,183
SPRINT CORP COM SER 1 61,800 -18,158 (22.71) 10,147,751


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