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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 LENDINGCLUB CORP 25,000 633 0.02%
2 ASM INTL N V 41,600 4,486 0.17%
3 VISA INC 42,300 11,091 0.42%
4 MOODYS CORP 45,500 4,359 0.16%
5 INTUIT 47,000 4,333 0.16%
6 Zillow, Inc. 70,000 7,412 0.28% Call
7 GOPRO INC 76,100 4,811 0.18%
8 WYNN RESORTS LTD 78,300 11,648 0.44%
9 QUANTA SVCS INC 81,200 2,305 0.09%
10 ARISTA NETWORKS INC 84,300 5,122 0.19% Put
11 AMDOCS LTD 92,500 4,316 0.16%
12 F5 NETWORKS INC 105,100 13,712 0.51%
13 YINGLI GREEN ENERGY HLDG CO 124,600 293 0.01% Put
14 MASTERCARD INCORPORATED 128,800 11,097 0.42%
15 AMAZON COM INC 133,886 41,552 1.56%
16 BLOCK H & R INC 137,000 4,614 0.17%
17 MAXIM INTEGR 142,900 4,554 0.17%
18 NXP SEMICONDUCTORS N V 147,900 11,300 0.42%
19 TRIPADVISOR INC 153,948 11,494 0.43%
20 VERISK ANALYTICS INC 173,700 11,125 0.42%
21 AKAMAI TECHNOLOGIES INC 176,400 11,106 0.42%
22 TERADATA CORP DEL 189,100 8,260 0.31%
23 AUTODESK INC 189,500 11,381 0.43%
24 Zillow, Inc. 190,566 20,179 0.76%
25 COMCAST CORP NEW 199,200 11,556 0.43%
26 TWENTY FIRST CENTY FOX INC 212,700 8,169 0.31%
27 NXP SEMICONDUCTORS N V 223,000 5,626 0.21%
28 BROADCOM CORP CL A 262,300 11,365 0.43%
29 ALIBABA GROUP HLDG LTD 282,726 29,387 1.10%
30 LEVEL 3 COMM 286,809 14,163 0.53%
31 Hewlett Packard Co 287,700 11,545 0.43%
32 INFINERA CORPORATION 292,600 4,307 0.16%
33 LIBERTY GLOBAL PLC 304,538 15,289 0.57%
34 VODAFONE GROUP PLC NEW 317,500 10,849 0.41%
35 BAIDU INC 328,610 74,913 2.81%
36 ADOBE INC 349,900 25,438 0.95%
37 CORNING INC 390,000 8,943 0.34%
38 FINISAR CORP 431,100 8,368 0.31%
39 Former Charter Communication (Del 5/18/2016) 464,794 77,444 2.90%
40 Linear Technology Corp 484,000 22,070 0.83%
41 JDS UNIPHASE CORP COM PAR $0.001 486,074 6,669 0.25%
42 ARM HOLDINGS PLC ADR 492,500 22,803 0.85%
43 QUALCOMM INC 546,200 40,599 1.52% Call
44 SunEdison Inc 585,200 11,417 0.43%
45 Intuit Inc 730,600 167,826 6.29%
46 NETSUITE INC 851,977 93,010 3.49%
47 ALTERA CORPORATION 915,800 33,830 1.27%
48 3-D SYS CORP DEL 987,600 32,462 1.22% Put
49 ATHENA HEALTH INC. 1,220,404 177,813 6.66%
50 LIBERTY GLOBAL PLC 1,284,838 62,071 2.33%
Page 1 of 2
Restatement filing (0001172661-15-000763) filed in 2015.03.06
#
Name
Shares
Value ($)
%
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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