$2.47 Billion is the total value of CRITERION CAPITAL MANAGEMENT LLC's 53 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | New | SERVICENOW INC | $154,875,000 | – | 3,834,477 | +100.0% | 6.26% | – |
| PANW | New | PALO ALTO NETWORKS INC | $151,957,000 | – | 3,604,286 | +100.0% | 6.15% | – |
| AMZN | New | AMAZON COM INC | $142,304,000 | – | 512,456 | +100.0% | 5.76% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $131,461,000 | – | 2,277,165 | +100.0% | 5.32% | – |
| PCLN | New | PRICELINE COM INC | $117,714,000 | – | 142,395 | +100.0% | 4.76% | – |
| ALTR | New | ALTERA CORP | $114,805,000 | – | 3,480,000 | +100.0% | 4.64% | – |
| SIRI | New | SIRIUS XM RADIO INC | $107,635,000 | – | 32,129,882 | +100.0% | 4.35% | – |
| SPLK | New | SPLUNK INC | $106,119,000 | – | 2,289,026 | +100.0% | 4.29% | – |
| BIDU | New | BAIDU INCspon adr rep a | $103,475,000 | – | 1,093,796 | +100.0% | 4.18% | – |
| ATHN | New | ATHENAHEALTH INC | $102,940,000 | – | 1,214,951 | +100.0% | 4.16% | – |
| CBRE | New | CBRE GROUP INCcl a | $98,229,000 | – | 4,204,998 | +100.0% | 3.97% | – |
| GOOGL | New | GOOGLE INCcl a | $85,659,000 | – | 97,299 | +100.0% | 3.46% | – |
| S | New | SPRINT NEXTEL CORP | $82,176,000 | – | 11,705,973 | +100.0% | 3.32% | – |
| NFLX | New | NETFLIX INC | $81,173,000 | – | 384,544 | +100.0% | 3.28% | – |
| CRM | New | SALESFORCE COM INC | $72,988,000 | – | 1,911,673 | +100.0% | 2.95% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $71,778,000 | – | 4,957,021 | +100.0% | 2.90% | – |
| FSL | New | FREESCALE SEMICONDUCTOR LTD | $70,982,000 | – | 5,238,552 | +100.0% | 2.87% | – |
| WYNN | New | WYNN RESORTS LTD | $65,572,000 | – | 512,399 | +100.0% | 2.65% | – |
| BRCM | New | BROADCOM CORPcl a | $64,776,000 | – | 1,916,740 | +100.0% | 2.62% | – |
| WDAY | New | WORKDAY INCcl a | $47,029,000 | – | 733,801 | +100.0% | 1.90% | – |
| DISH | New | DISH NETWORK CORPcl a | $45,682,000 | – | 1,074,370 | +100.0% | 1.85% | – |
| BWA | New | BORGWARNER INC | $41,839,000 | – | 485,650 | +100.0% | 1.69% | – |
| N | New | NETSUITE INC | $32,578,000 | – | 355,114 | +100.0% | 1.32% | – |
| ADBE | New | ADOBE SYS INC | $27,947,000 | – | 613,407 | +100.0% | 1.13% | – |
| EBAY | New | EBAY INC | $26,960,000 | – | 521,270 | +100.0% | 1.09% | – |
| EMC | New | E M C CORP MASScall | $24,801,000 | – | 1,050,000 | +100.0% | 1.00% | – |
| LNKD | New | LINKEDIN CORP | $22,394,000 | – | 125,600 | +100.0% | 0.91% | – |
| DGI | New | DIGITALGLOBE INC | $21,210,000 | – | 683,957 | +100.0% | 0.86% | – |
| VRSN | New | VERISIGN INC | $21,068,000 | – | 471,737 | +100.0% | 0.85% | – |
| FDS | New | FACTSET RESH SYS INC | $17,875,000 | – | 175,344 | +100.0% | 0.72% | – |
| LLTC | New | LINEAR TECHNOLOGY CORP | $16,489,000 | – | 447,594 | +100.0% | 0.67% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $16,399,000 | – | 223,149 | +100.0% | 0.66% | – |
| P | New | PANDORA MEDIA INC | $16,299,000 | – | 885,797 | +100.0% | 0.66% | – |
| V | New | VISA INC | $15,424,000 | – | 84,400 | +100.0% | 0.62% | – |
| MA | New | MASTERCARD INCcl a | $15,397,000 | – | 26,800 | +100.0% | 0.62% | – |
| DWA | New | DREAMWORKS ANIMATION SKG INCcl a | $15,093,000 | – | 588,175 | +100.0% | 0.61% | – |
| VRSK | New | VERISK ANALYTICS INCcl a | $14,817,000 | – | 248,195 | +100.0% | 0.60% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $10,683,000 | – | 131,400 | +100.0% | 0.43% | – |
| NTAP | New | NETAPP INC | $10,310,000 | – | 272,900 | +100.0% | 0.42% | – |
| BIDU | New | BAIDU INCcall | $8,940,000 | – | 94,500 | +100.0% | 0.36% | – |
| AIXNY | New | AIXTRON SEsponsored adr | $8,909,000 | – | 530,926 | +100.0% | 0.36% | – |
| DOX | New | AMDOCS LTDord | $7,351,000 | – | 198,200 | +100.0% | 0.30% | – |
| JNPR | New | JUNIPER NETWORKS INC | $7,241,000 | – | 375,000 | +100.0% | 0.29% | – |
| LRCX | New | LAM RESEARCH CORP | $7,235,000 | – | 163,163 | +100.0% | 0.29% | – |
| RAX | New | RACKSPACE HOSTING INCcall | $6,403,000 | – | 169,000 | +100.0% | 0.26% | – |
| EA | New | ELECTRONIC ARTS INC | $6,005,000 | – | 261,200 | +100.0% | 0.24% | – |
| DATA | New | TABLEAU SOFTWARE INCcl a | $5,542,000 | – | 100,000 | +100.0% | 0.22% | – |
| SNDK | New | SANDISK CORP | $5,426,000 | – | 88,800 | +100.0% | 0.22% | – |
| KLAC | New | KLA-TENCOR CORP | $5,216,000 | – | 93,600 | +100.0% | 0.21% | – |
| LAMR | New | LAMAR ADVERTISING COcl a | $5,198,000 | – | 119,800 | +100.0% | 0.21% | – |
| DIS | New | DISNEY WALT CO | $5,147,000 | – | 81,500 | +100.0% | 0.21% | – |
| EMC | New | E M C CORP MASS | $4,993,000 | – | 211,400 | +100.0% | 0.20% | – |
| YELP | New | YELP INCcl a | $2,100,000 | – | 60,400 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 22 | Q3 2018 | 6.5% |
| FACEBOOK INC | 21 | Q3 2018 | 9.0% |
| WORKDAY INC | 20 | Q2 2018 | 8.3% |
| SERVICENOW INC | 19 | Q3 2018 | 7.9% |
| SALESFORCE COM INC | 19 | Q4 2017 | 8.5% |
| NETFLIX INC | 19 | Q1 2018 | 4.9% |
| MOTOROLA SOLUTIONS INC | 19 | Q3 2018 | 5.3% |
| PALO ALTO NETWORKS INC | 18 | Q2 2018 | 11.9% |
| MASTERCARD INCORPORATED | 17 | Q3 2018 | 5.6% |
| VISA INC | 16 | Q3 2018 | 5.6% |
View CRITERION CAPITAL MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| VEEVA SYSTEMS INCSold out | April 10, 2015 | 0 | 0.0% |
| Palo Alto Networks Inc | February 14, 2014 | 4,518,264 | 6.2% |
| GIGAMEDIA LTDSold out | August 04, 2009 | 0 | 0.0% |
| ADVENT SOFTWARE INC /DE/ | May 02, 2007 | 2,430,807 | 9.0% |
| SPARK NETWORKS PLC | April 10, 2006 | 1,025,337 | 3.4% |
| CENTRA SOFTWARE INC | July 20, 2005 | 1,736,900 | 6.3% |
| META GROUP INC | February 14, 2005 | 811,880 | 5.5% |
View CRITERION CAPITAL MANAGEMENT LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-04-30 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-14 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-15 |
View CRITERION CAPITAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.