Criterion Capital Management Llc Buys Cadence Design Systems Inc, Equinix Inc, First Data Corp, Sells Workday Inc, ServiceNow Inc, Salesforce.com Inc

San Francisco, CA, based Investment company Criterion Capital Management Llc buys Cadence Design Systems Inc, Equinix Inc, First Data Corp, Charter Communications Inc, Nuance Communications Inc, CommScope Holding Co Inc, PagSeguro Digital, Intel Corp, Oracle Corp, Facebook Inc, sells Workday Inc, ServiceNow Inc, Salesforce.com Inc, Netflix Inc, Fleetcor Technologies Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Criterion Capital Management Llc. As of 2018-03-31, Criterion Capital Management Llc owns 32 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of CRITERION CAPITAL MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CRITERION+CAPITAL+MANAGEMENT+LLC

These are the top 5 holdings of CRITERION CAPITAL MANAGEMENT LLC
  1. Facebook Inc (FB) - 633,231 shares, 7.58% of the total portfolio. Shares added by 37.39%
  2. Royal Philips NV (PHG) - 2,152,878 shares, 6.18% of the total portfolio. Shares added by 21.56%
  3. Cadence Design Systems Inc (CDNS) - 1,984,739 shares, 5.46% of the total portfolio. New Position
  4. Charter Communications Inc (CHTR) - 228,668 shares, 5.33% of the total portfolio. Shares added by 319.10%
  5. Cree Inc (CREE) - 1,758,262 shares, 5.31% of the total portfolio. Shares added by 30.60%
New Purchase: Cadence Design Systems Inc (CDNS)

Criterion Capital Management Llc initiated holding in Cadence Design Systems Inc. The purchase prices were between $36.14 and $45.8, with an estimated average price of $40.78. The stock is now traded at around $40.06. The impact to a portfolio due to this purchase was 5.46%. The holding were 1,984,739 shares as of 2018-03-31.

New Purchase: Equinix Inc (EQIX)

Criterion Capital Management Llc initiated holding in Equinix Inc. The purchase prices were between $381.82 and $458.2, with an estimated average price of $420.76. The stock is now traded at around $420.79. The impact to a portfolio due to this purchase was 4.97%. The holding were 158,805 shares as of 2018-03-31.

New Purchase: First Data Corp (FDC)

Criterion Capital Management Llc initiated holding in First Data Corp. The purchase prices were between $15.15 and $18.47, with an estimated average price of $16.57. The stock is now traded at around $18.10. The impact to a portfolio due to this purchase was 4.22%. The holding were 3,521,150 shares as of 2018-03-31.

New Purchase: Nuance Communications Inc (NUAN)

Criterion Capital Management Llc initiated holding in Nuance Communications Inc. The purchase prices were between $15.29 and $18.68, with an estimated average price of $16.9. The stock is now traded at around $14.72. The impact to a portfolio due to this purchase was 3.16%. The holding were 2,679,896 shares as of 2018-03-31.

New Purchase: PagSeguro Digital Ltd (PAGS)

Criterion Capital Management Llc initiated holding in PagSeguro Digital Ltd. The purchase prices were between $27.43 and $38.32, with an estimated average price of $32.1. The stock is now traded at around $33.23. The impact to a portfolio due to this purchase was 2.55%. The holding were 890,282 shares as of 2018-03-31.

New Purchase: Oracle Corp (ORCL)

Criterion Capital Management Llc initiated holding in Oracle Corp. The purchase prices were between $44.79 and $52.97, with an estimated average price of $49.71. The stock is now traded at around $45.67. The impact to a portfolio due to this purchase was 2.07%. The holding were 604,200 shares as of 2018-03-31.

Added: Charter Communications Inc (CHTR)

Criterion Capital Management Llc added to a holding in Charter Communications Inc by 319.10%. The purchase prices were between $306.26 and $387.5, with an estimated average price of $351.59. The stock is now traded at around $271.29. The impact to a portfolio due to this purchase was 4.06%. The holding were 228,668 shares as of 2018-03-31.

Added: CommScope Holding Co Inc (COMM)

Criterion Capital Management Llc added to a holding in CommScope Holding Co Inc by 152.36%. The purchase prices were between $36.71 and $40.99, with an estimated average price of $39.02. The stock is now traded at around $38.22. The impact to a portfolio due to this purchase was 3.16%. The holding were 1,750,758 shares as of 2018-03-31.

Added: Intel Corp (INTC)

Criterion Capital Management Llc added to a holding in Intel Corp by 112.65%. The purchase prices were between $42.5 and $52.48, with an estimated average price of $47.52. The stock is now traded at around $51.62. The impact to a portfolio due to this purchase was 2.5%. The holding were 1,209,776 shares as of 2018-03-31.

Added: Facebook Inc (FB)

Criterion Capital Management Llc added to a holding in Facebook Inc by 37.39%. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $172.00. The impact to a portfolio due to this purchase was 2.06%. The holding were 633,231 shares as of 2018-03-31.

Added: Cree Inc (CREE)

Criterion Capital Management Llc added to a holding in Cree Inc by 30.60%. The purchase prices were between $32 and $43.21, with an estimated average price of $37.68. The stock is now traded at around $37.32. The impact to a portfolio due to this purchase was 1.24%. The holding were 1,758,262 shares as of 2018-03-31.

Added: Royal Philips NV (PHG)

Criterion Capital Management Llc added to a holding in Royal Philips NV by 21.56%. The purchase prices were between $36.25 and $41.92, with an estimated average price of $39.15. The stock is now traded at around $42.22. The impact to a portfolio due to this purchase was 1.1%. The holding were 2,152,878 shares as of 2018-03-31.

Sold Out: Workday Inc (WDAY)

Criterion Capital Management Llc sold out a holding in Workday Inc. The sale prices were between $103.4 and $139.07, with an estimated average price of $122.34.

Sold Out: ServiceNow Inc (NOW)

Criterion Capital Management Llc sold out a holding in ServiceNow Inc. The sale prices were between $131.73 and $175.34, with an estimated average price of $154.33.

Sold Out: Salesforce.com Inc (CRM)

Criterion Capital Management Llc sold out a holding in Salesforce.com Inc. The sale prices were between $104.03 and $127.99, with an estimated average price of $114.83.

Sold Out: Palo Alto Networks Inc (PANW)

Criterion Capital Management Llc sold out a holding in Palo Alto Networks Inc. The sale prices were between $148.55 and $189.73, with an estimated average price of $166.7.

Sold Out: Comcast Corp (CMCSA)

Criterion Capital Management Llc sold out a holding in Comcast Corp. The sale prices were between $32.99 and $42.99, with an estimated average price of $38.79.

Sold Out: Ambarella Inc (AMBA)

Criterion Capital Management Llc sold out a holding in Ambarella Inc. The sale prices were between $45.67 and $64.47, with an estimated average price of $51.88.



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