CRITERION CAPITAL MANAGEMENT LLC [Rocket]

Holdings

CRITERION CAPITAL MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Meta Platforms, Inc.	FB	Common	338,307	-183,401	55,638,000	-45,740,000	8.35		Hist	09/30/2018
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	329,850	329,850	54,346,000	54,346,000	8.16		Hist	09/30/2018
FIRST DATA CORP	FDC	Common	1,880,825	-2,462,275	46,024,000	-44,877,000	6.91		Hist	09/30/2018
CHARTER COMMUNICATIONS, INC. /MO/	CHTR	COM	126,745	-151,807	41,304,000	-40,370,000	6.20		Hist	09/30/2018
PayPal Holdings, Inc.	PYPL	COM	446,404	-117,904	39,212,000	-7,778,000	5.89	0.04	Hist	09/30/2018
Alphabet Inc.	GOOGL	COM	31,321	1,396	37,807,000	4,016,000	5.67	0.00	Hist	09/30/2018
Mastercard Inc	MA	CL A	168,184	-2,995	37,439,000	3,799,000	5.62		Hist	09/30/2018
VISA INC.	V	CL A	247,144	-2,713	37,094,000	4,000,000	5.57		Hist	09/30/2018
KONINKLIJKE PHILIPS NV	PHG	NY REG SH NEW	808,066	-1,032,599	36,775,000	-41,030,000	5.52		Hist	09/30/2018
MERCADOLIBRE INC	MELI	Common	102,740	-147,349	34,980,000	-39,779,000	5.25	0.23	Hist	09/30/2018
FLEETCOR TECHNOLOGIES INC	FLT	Common	149,538	149,538	34,071,000	34,071,000	5.11	0.17	Hist	09/30/2018
Activision Blizzard, Inc.	ATVI	STOCK	401,007	-450,558	33,360,000	-31,631,000	5.01	0.05	Hist	09/30/2018
IQVIA HOLDINGS INC.	IQV	COM	203,880	203,880	26,451,000	26,451,000	3.97	0.10	Hist	09/30/2018
AMAZON COM INC	AMZN	Common	11,960	-16,451	23,956,000	-24,337,000	3.60	0.00	Hist	09/30/2018
Match Group, Inc.	IAC	COM PAR $.001	79,577	79,577	17,246,000	17,246,000	2.59	0.10	Hist	09/30/2018
NVIDIA CORP	NVDA	Common	58,685	-136,358	16,492,000	-29,714,000	2.48	0.01	Hist	09/30/2018
Motorola Solutions, Inc.	MSI	COM	123,669	-168,039	16,094,000	-17,852,000	2.42	0.08	Hist	09/30/2018
SPLUNK INC	SPLK	COM	131,590	131,590	15,911,000	15,911,000	2.39	0.09	Hist	09/30/2018
EQUINIX INC	EQIX	COM PAR $0.001	36,555	-96,736	15,824,000	-41,476,000	2.38	0.05	Hist	09/30/2018
CROWN CASTLE INC.	CCI	COM	137,200	137,200	15,274,000	15,274,000	2.29	0.03	Hist	09/30/2018
Guidewire Software, Inc.	GWRE	COM	114,300	114,300	11,545,000	11,545,000	1.73	0.14	Hist	09/30/2018
ServiceNow, Inc.	NOW	COM	57,556	57,556	11,260,000	11,260,000	1.69	0.03	Hist	09/30/2018
RealPage, Inc.	RP	COM	123,582	123,582	8,144,000	8,144,000	1.22	0.13	Hist	09/30/2018
WYNN RESORTS LTD	WYNN	Common	0	-333,806	0	-55,859,000	0.00	0.00	Hist	09/30/2018
WOLFSPEED, INC.	CREE	Common	0	-556,858	0	-23,149,000	0.00	0.00	Hist	09/30/2018
MICROSOFT CORP	MSFT	Common	0	-584,823	0	-57,669,000	0.00	0.00	Hist	09/30/2018
Broadcom Ltd	AVGO	COM	0	-130,857	0	-31,751,000	0.00	0.00	Hist	09/30/2018
Workday, Inc.	WDAY	Common	0	-136,100	0	-16,484,000	0.00	0.00	Hist	09/30/2018
Palo Alto Networks Inc	PANW	COM	0	-302,850	0	-62,227,000	0.00	0.00	Hist	09/30/2018
TAKE TWO INTERACTIVE SOFTWARE INC	TTWO	Common	0	-393,121	0	-46,530,000	0.00	0.00	Hist	09/30/2018
INTEL CORP	INTC	Common	0	-1,285,420	0	-63,898,000	0.00	0.00	Hist	09/30/2018
NUANCE COMMUNICATIONS	NUAN	Common	0	-6,435,017	0	-89,350,000	0.00	0.00	Hist	09/30/2018
Zayo Group Holdings, Inc.	ZAYO	COM	0	-1,654,118	0	-60,342,000	0.00	0.00	Hist	09/30/2018