CRITERION CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 58
New Positions 21
Increased Positions 37
Decreased Positions 21
Positions with Activity 58
Sold Out Positions 9
Total Mkt Value (in $ millions) 3,497

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
Consumer Cyclical 0.07%
Consumer/Non-Cyclical
Energy
Financial 0.64%
Healthcare
Services 28.59%
Technology 60.55%
Transportation
Utilities

58 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 380,609 -219,539 (36.58) 3,020,944
SERVICENOW INC COM 260,376 5,011 1.96 3,736,198
LINKEDIN CORP COM CL A 203,438 16,843 9.03 877,530
WORKDAY INC CL A 201,137 15,621 8.42 2,386,530
VEEVA SYS INC CL A COM 200,295 4,253 2.17 7,451,445
NETSUITE INC COM 187,756 25,972 16.05 1,684,665
ATHENAHEALTH INC COM 168,151 38,341 29.54 1,123,104
BAIDU INC SPON ADR REP A 165,605 -55,707 (25.17) 716,967
CHARTER COMMUNICATIONS INC DEL CL A NEW 145,907 -16,077 (9.93) 871,294
MOTOROLA SOLUTIONS INC COM NEW 145,624 145,624 New 2,162,512
CROWN CASTLE INTL CORP NEW COM 112,772 21,160 23.10 1,426,588
SIRIUS XM HLDGS INC COM 105,845 -9,035 (7.87) 30,371,557
CTRIP COM INTL LTD AMERICAN DEP SHS 96,076 -2,179 (2.22) 2,135,032
LIBERTY GLOBAL PLC SHS CL C 88,799 7,257 8.90 1,808,538
FACEBOOK INC CL A 82,468 9,549 13.10 1,021,026
AMAZON COM INC COM 81,517 -53,073 (39.43) 269,008
NETFLIX INC COM 62,141 6,316 11.31 181,646
TWENTY FIRST CENTY FOX INC CL A 57,141 16,035 39.01 1,476,122
ZYNGA INC CL A 56,293 51,219 1,009.56 20,772,144
ALIBABA GROUP HLDG LTD SPONSORED ADS 54,331 54,331 New 512,800


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