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) 3,423

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 28.64%
Technology 61.81%
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 498,638 42,218 9.25 4,763,455
SERVICENOW INC COM 221,616 182,401 465.13 3,664,293
BAIDU INC SPON ADR REP A 213,043 6,191 2.99 958,144
VEEVA SYS INC CL A COM 208,075 103,214 98.43 7,293,208
WORKDAY INC CL A 186,264 143,580 336.37 2,201,187
LINKEDIN CORP COM CL A 165,306 33,733 25.64 804,879
SALESFORCE COM INC COM 154,294 77,276 100.33 2,695,567
CHARTER COMMUNICATIONS INC DEL CL A NEW 147,620 6,007 4.24 967,301
AMAZON COM INC COM 140,053 33,884 31.92 444,148
NETSUITE INC COM 135,423 79,613 142.65 1,451,632
CTRIP COM INTL LTD AMERICAN DEP SHS 125,199 23,514 23.12 2,183,450
SIRIUS XM HLDGS INC COM 111,419 43,313 63.60 32,964,187
ATHENAHEALTH INC COM 98,632 65,121 194.33 867,019
CROWN CASTLE INTL CORP COM 97,951 1,163 1.20 1,158,905
CONCUR TECHNOLOGIES INC COM 88,469 43,562 97.00 691,924
FACEBOOK INC CL A 71,041 -11,688 (14.13) 902,800
LIBERTY GLOBAL PLC SHS CL C 70,598 26,628 60.56 1,660,738
SUNEDISON INC COM 64,703 58,354 919.05 3,396,500
SPRINT CORP COM SER 1 63,322 -18,606 (22.71) 10,147,751
NETFLIX INC COM 59,723 -17,647 (22.81) 163,183