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Institutional Investment Manager
CRITERION CAPITAL MANAGEMENT LLC
CRITERION CAPITAL MANAGEMENT LLC (CIK: 0001282550) incorporated in California, located at Four Embarcadero Center, San Francisco, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000478) filed in 2015.02.17
#
Name
Shares
Value ($)
%
Options
Notes
1 JDS UNIPHASE CORP COM PAR $0.001 486,074 6,669 0.25%
2 ASM INTL N V 41,600 4,486 0.17%
3 3-D SYS CORP DEL 987,600 32,462 1.22% Put
4 ADOBE INC 349,900 25,438 0.95%
5 AKAMAI TECHNOLOGIES INC 176,400 11,106 0.42%
6 ALIBABA GROUP HLDG LTD 282,726 29,387 1.10%
7 ALTERA CORPORATION 915,800 33,830 1.27%
8 AMAZON COM INC 133,886 41,552 1.56%
9 AMDOCS LTD 92,500 4,316 0.16%
10 APPLIED MATLS INC 3,553,669 88,557 3.32%
11 ARISTA NETWORKS INC 84,300 5,122 0.19% Put
12 ARM HOLDINGS PLC ADR 492,500 22,803 0.85%
13 ATHENA HEALTH INC. 1,220,404 177,813 6.66%
14 AUTODESK INC 189,500 11,381 0.43%
15 Alcatel Lucent Adr 1,573,113 5,585 0.21%
16 BAIDU INC 328,610 74,913 2.81%
17 BLOCK H & R INC 137,000 4,614 0.17%
18 BROADCOM CORP CL A 262,300 11,365 0.43%
19 CADENCE DESIGN SYSTEM INC 3,041,994 57,707 2.16%
20 COMCAST CORP NEW 199,200 11,556 0.43%
21 CORNING INC 390,000 8,943 0.34%
22 F5 NETWORKS INC 105,100 13,712 0.51%
23 FACEBOOK INC 2,398,026 187,094 7.01%
24 FINISAR CORP 431,100 8,368 0.31%
25 Former Charter Communication (Del 5/18/2016) 464,794 77,444 2.90%
26 GOPRO INC 76,100 4,811 0.18%
27 Hewlett Packard Co 287,700 11,545 0.43%
28 INFINERA CORPORATION 292,600 4,307 0.16%
29 INTUIT 47,000 4,333 0.16%
30 Intuit Inc 730,600 167,826 6.29%
31 LENDINGCLUB CORP 25,000 633 0.02%
32 LEVEL 3 COMM 286,809 14,163 0.53%
33 LIBERTY GLOBAL PLC 304,538 15,289 0.57%
34 LIBERTY GLOBAL PLC 1,284,838 62,071 2.33%
35 Linear Technology Corp 484,000 22,070 0.83%
36 MASTERCARD INCORPORATED 128,800 11,097 0.42%
37 MAXIM INTEGR 142,900 4,554 0.17%
38 MOODYS CORP 45,500 4,359 0.16%
39 MOTOROLA SOLUTIONS INC 1,971,412 132,242 4.96%
40 NETSUITE INC 851,977 93,010 3.49%
41 NXP SEMICONDUCTORS N V 223,000 5,626 0.21%
42 NXP SEMICONDUCTORS N V 147,900 11,300 0.42%
43 PALO ALTO NETWORKS INC 1,742,033 213,521 8.00%
44 Pandora Media Inc 1,800,000 32,094 1.20% Call
45 QUALCOMM INC 546,200 40,599 1.52% Call
46 QUANTA SVCS INC 81,200 2,305 0.09%
47 SALESFORCE COM INC 2,007,192 119,047 4.46%
48 SERVICENOW INC 3,053,547 207,183 7.76%
49 SIRIUS XM HOLDINGS INC 9,915,125 34,703 1.30%
50 SunEdison Inc 585,200 11,417 0.43%
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Restatement filing (0001172661-15-000763) filed in 2015.03.06
#
Name
Shares
Value ($)
%
Options
Notes
1 PALO ALTO NETWORKS INC 1,742,033 213,521 8.00%
2 SERVICENOW INC 3,053,547 207,183 7.76%
3 WORKDAY INC 2,468,975 201,493 7.55%
4 FACEBOOK INC 2,398,026 187,094 7.01%
5 ATHENA HEALTH INC. 1,220,404 177,813 6.66%
6 Intuit Inc 730,600 167,826 6.29%
7 VEEVA SYS INC 6,344,132 167,549 6.28%
8 MOTOROLA SOLUTIONS INC 1,971,412 132,242 4.96%
9 SALESFORCE COM INC 2,007,192 119,047 4.46%
10 NETSUITE INC 851,977 93,010 3.49%
11 APPLIED MATLS INC 3,553,669 88,557 3.32%
12 Former Charter Communication (Del 5/18/2016) 464,794 77,444 2.90%
13 BAIDU INC 328,610 74,913 2.81%
14 LIBERTY GLOBAL PLC 1,284,838 62,071 2.33%
15 CADENCE DESIGN SYSTEM INC 3,041,994 57,707 2.16%
16 AMAZON COM INC 133,886 41,552 1.56%
17 QUALCOMM INC 546,200 40,599 1.52% Call
18 SIRIUS XM HOLDINGS INC 9,915,125 34,703 1.30%
19 ALTERA CORPORATION 915,800 33,830 1.27%
20 3-D SYS CORP DEL 987,600 32,462 1.22% Put
21 Pandora Media Inc 1,800,000 32,094 1.20% Call
22 ALIBABA GROUP HLDG LTD 282,726 29,387 1.10%
23 ADOBE INC 349,900 25,438 0.95%
24 ARM HOLDINGS PLC ADR 492,500 22,803 0.85%
25 Linear Technology Corp 484,000 22,070 0.83%
26 Zillow, Inc. 190,566 20,179 0.76%
27 LIBERTY GLOBAL PLC 304,538 15,289 0.57%
28 LEVEL 3 COMM 286,809 14,163 0.53%
29 F5 NETWORKS INC 105,100 13,712 0.51%
30 ZYNGA INC 4,779,125 12,712 0.48%
31 WYNN RESORTS LTD 78,300 11,648 0.44%
32 COMCAST CORP NEW 199,200 11,556 0.43%
33 Hewlett Packard Co 287,700 11,545 0.43%
34 TRIPADVISOR INC 153,948 11,494 0.43%
35 SunEdison Inc 585,200 11,417 0.43%
36 AUTODESK INC 189,500 11,381 0.43%
37 BROADCOM CORP CL A 262,300 11,365 0.43%
38 NXP SEMICONDUCTORS N V 147,900 11,300 0.42%
39 VERISK ANALYTICS INC 173,700 11,125 0.42%
40 AKAMAI TECHNOLOGIES INC 176,400 11,106 0.42%
41 MASTERCARD INCORPORATED 128,800 11,097 0.42%
42 VISA INC 42,300 11,091 0.42%
43 VODAFONE GROUP PLC NEW 317,500 10,849 0.41%
44 CORNING INC 390,000 8,943 0.34%
45 FINISAR CORP 431,100 8,368 0.31%
46 TERADATA CORP DEL 189,100 8,260 0.31%
47 TWENTY FIRST CENTY FOX INC 212,700 8,169 0.31%
48 Zillow, Inc. 70,000 7,412 0.28% Call
49 JDS UNIPHASE CORP COM PAR $0.001 486,074 6,669 0.25%
50 NXP SEMICONDUCTORS N V 223,000 5,626 0.21%
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