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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 SIRIUS XM HOLDINGS INC 9,915,125 34,703 1.30%
2 VEEVA SYS INC 6,344,132 167,549 6.28%
3 ZYNGA INC 4,779,125 12,712 0.48%
4 APPLIED MATLS INC 3,553,669 88,557 3.32%
5 SERVICENOW INC 3,053,547 207,183 7.76%
6 CADENCE DESIGN SYSTEM INC 3,041,994 57,707 2.16%
7 WORKDAY INC 2,468,975 201,493 7.55%
8 FACEBOOK INC 2,398,026 187,094 7.01%
9 SALESFORCE COM INC 2,007,192 119,047 4.46%
10 MOTOROLA SOLUTIONS INC 1,971,412 132,242 4.96%
11 Pandora Media Inc 1,800,000 32,094 1.20% Call
12 PALO ALTO NETWORKS INC 1,742,033 213,521 8.00%
13 Alcatel Lucent Adr 1,573,113 5,585 0.21%
14 LIBERTY GLOBAL PLC 1,284,838 62,071 2.33%
15 ATHENA HEALTH INC. 1,220,404 177,813 6.66%
16 3-D SYS CORP DEL 987,600 32,462 1.22% Put
17 ALTERA CORPORATION 915,800 33,830 1.27%
18 NETSUITE INC 851,977 93,010 3.49%
19 Intuit Inc 730,600 167,826 6.29%
20 SunEdison Inc 585,200 11,417 0.43%
21 QUALCOMM INC 546,200 40,599 1.52% Call
22 ARM HOLDINGS PLC ADR 492,500 22,803 0.85%
23 JDS UNIPHASE CORP COM PAR $0.001 486,074 6,669 0.25%
24 Linear Technology Corp 484,000 22,070 0.83%
25 Former Charter Communication (Del 5/18/2016) 464,794 77,444 2.90%
26 FINISAR CORP 431,100 8,368 0.31%
27 CORNING INC 390,000 8,943 0.34%
28 ADOBE INC 349,900 25,438 0.95%
29 BAIDU INC 328,610 74,913 2.81%
30 VODAFONE GROUP PLC NEW 317,500 10,849 0.41%
31 LIBERTY GLOBAL PLC 304,538 15,289 0.57%
32 INFINERA CORPORATION 292,600 4,307 0.16%
33 Hewlett Packard Co 287,700 11,545 0.43%
34 LEVEL 3 COMM 286,809 14,163 0.53%
35 ALIBABA GROUP HLDG LTD 282,726 29,387 1.10%
36 BROADCOM CORP CL A 262,300 11,365 0.43%
37 NXP SEMICONDUCTORS N V 223,000 5,626 0.21%
38 TWENTY FIRST CENTY FOX INC 212,700 8,169 0.31%
39 COMCAST CORP NEW 199,200 11,556 0.43%
40 Zillow, Inc. 190,566 20,179 0.76%
41 AUTODESK INC 189,500 11,381 0.43%
42 TERADATA CORP DEL 189,100 8,260 0.31%
43 AKAMAI TECHNOLOGIES INC 176,400 11,106 0.42%
44 VERISK ANALYTICS INC 173,700 11,125 0.42%
45 TRIPADVISOR INC 153,948 11,494 0.43%
46 NXP SEMICONDUCTORS N V 147,900 11,300 0.42%
47 MAXIM INTEGR 142,900 4,554 0.17%
48 BLOCK H & R INC 137,000 4,614 0.17%
49 AMAZON COM INC 133,886 41,552 1.56%
50 MASTERCARD INCORPORATED 128,800 11,097 0.42%
Page 1 of 2
Restatement filing (0001172661-15-000763) filed in 2015.03.06
#
Name
Shares
Value ($)
%
Options
Notes
51 Alcatel Lucent Adr 1,573,113 5,585 0.21%
52 ARISTA NETWORKS INC 84,300 5,122 0.19% Put
53 GOPRO INC 76,100 4,811 0.18%
54 BLOCK H & R INC 137,000 4,614 0.17%
55 MAXIM INTEGR 142,900 4,554 0.17%
56 ASML HOLDING N V N Y REGISTRY SHS 41,600 4,486 0.17%
57 MOODYS CORP 45,500 4,359 0.16%
58 INTUIT 47,000 4,333 0.16%
59 AMDOCS LTD 92,500 4,316 0.16%
60 INFINERA CORPORATION 292,600 4,307 0.16%
61 QUANTA SVCS INC 81,200 2,305 0.09%
62 LENDINGCLUB CORP 25,000 633 0.02%
63 YINGLI GREEN ENERGY HLDG CO 124,600 293 0.01% Put
Page 2 of 2