CRITERION CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 94
New Positions 19
Increased Positions 38
Decreased Positions 56
Positions with Activity 94
Sold Out Positions 30
Total Mkt Value (in $ millions) 3,041

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates 0.24%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0.56%
Healthcare
Services 36.34%
Technology 54.34%
Transportation
Utilities

94 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 355,308 10,625 3.08 4,360,145
BAIDU INC SPON ADR REP A 186,171 -9,286 (4.75) 930,299
CHARTER COMMUNICATIONS INC DEL CL A NEW 151,375 151,375 New 927,940
AMAZON COM INC COM 120,583 -6,303 (4.97) 336,691
CTRIP COM INTL LTD AMERICAN DEP SHS 110,304 20,963 23.46 1,773,369
LINKEDIN CORP COM CL A 110,048 71,392 184.69 640,632
SPRINT CORP COM SER 1 100,834 23,922 31.10 13,129,405
NETFLIX INC COM 90,458 2,696 3.07 211,401
CROWN CASTLE INTL CORP COM 87,718 -25,263 (22.36) 1,145,146
VEEVA SYS INC CL A COM 87,182 72,108 478.34 3,675,474
FREESCALE SEMICONDUCTOR LTD SHS 80,673 25,806 47.03 3,577,515
FACEBOOK INC CL A 74,950 -34,697 (31.64) 1,051,336
SALESFORCE COM INC COM 72,121 -6,469 (8.23) 1,345,536
SIRIUS XM HLDGS INC COM 69,717 -33,634 (32.54) 20,149,561
RACKSPACE HOSTING INC COM 66,726 66,726 New 2,120,300
EQUINIX INC COM NEW 65,962 65,962 New 306,076
AMERICAN TOWER CORP NEW COM 64,431 -31,030 (32.51) 693,106
PRICELINE GRP INC COM NEW 54,041 11,520 27.09 43,628
APPLIED MATLS INC COM 51,938 38,591 289.14 2,371,600
CBRE GROUP INC CL A 51,637 -19,398 (27.31) 1,545,542