CRITERION CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001282550 · San Francisco, CA

As of Sep 30, 2018, CRITERION CAPITAL MANAGEMENT LLC reported 23 positions worth $666.2K in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services338,307$55.6K8.35%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical329,850$54.3K8.16%
FIRST DATA CORP NEWFDCTechnology1,880,825$46.0K6.91%
CHARTER COMMUNICATIONS INCCHTRCommunication Services126,745$41.3K6.20%
PAYPAL HOLDINGS INCPYPLFinancial Services446,404$39.2K5.89%
ALPHABET INCGOOGLEquity31,321$37.8K5.67%
MASTERCARD INCMAFinancial Services168,184$37.4K5.62%
VISA INC-CLASS A SHARESVFinancial Services247,144$37.1K5.57%
KONINKLIJKE PHILIPS NVPHGHealthcare808,066$36.8K5.52%
MERCADOLIBRE INCMELIConsumer Cyclical102,740$35.0K5.25%
FLEETCOR TECHNOLOGIES INCORPORATED——149,538$34.1K5.11%
ACTIVISION BLIZZARD INCATVICommunication Services401,007$33.4K5.01%
IQVIA HOLDINGS INCIQVHealthcare203,880$26.5K3.97%
AMAZON.COM INCAMZNEquity11,960$24.0K3.60%
IAC/Interactive Corp——79,577 7.2K2.59%
NVIDIA CORPNVDATechnology58,685 6.5K2.48%
MOTOROLA SOLUTIONS INCMSITechnology123,669 6.1K2.42%
SPLUNK INCSPLKTechnology131,590 5.9K2.39%
EQUINIX INCEQIXReal Estate36,555 5.8K2.38%
CROWN CASTLE INCCCIReal Estate137,200 5.3K2.29%
GUIDEWIRE SOFTWARE INCGWRETechnology114,300 1.5K1.73%
SERVICENOW INCNOWTechnology57,556 1.3K1.69%
REALPAGE INCRPTechnology123,582$8.1K1.22%