0001172661-15-000478.txt : 20150218 0001172661-15-000478.hdr.sgml : 20150216 20150217064407 ACCESSION NUMBER: 0001172661-15-000478 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150217 EFFECTIVENESS DATE: 20150217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CRITERION CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001282550 IRS NUMBER: 270008048 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10866 FILM NUMBER: 15617760 BUSINESS ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: 34TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-249-1285 MAIL ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: 34TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001282550 XXXXXXXX 12-31-2014 12-31-2014 false CRITERION CAPITAL MANAGEMENT LLC

Four Embarcadero Center 34th Floor San Francisco CA 94111

13F HOLDINGS REPORT 028-10866 N Hillary Dwight 415-834-3500 /s/ Hillary Dwight San Francisco CA 02-17-2015 0 63 2668602 INFORMATION TABLE 2 infotable.xml 3-D SYS CORP DEL COM NEW 88554D205 32462 987600 SH Put SOLE 987600 0 0 ADOBE SYS INC COM 00724F101 25438 349900 SH SOLE 349900 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 11106 176400 SH SOLE 176400 0 0 ALCATEL-LUCENT SPONSORED ADR 013904305 5585 1573113 SH SOLE 1573113 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29387 282726 SH SOLE 282726 0 0 ALTERA CORP COM 021441100 33830 915800 SH SOLE 915800 0 0 AMAZON COM INC COM 023135106 41552 133886 SH SOLE 133886 0 0 AMDOCS LTD SHS G02602103 4316 92500 SH SOLE 92500 0 0 APPLIED MATLS INC COM 038222105 88557 3553669 SH SOLE 3553669 0 0 ARISTA NETWORKS INC COM 040413106 5122 84300 SH Put SOLE 84300 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 22803 492500 SH SOLE 492500 0 0 ASM INTL N V NY REGISTER SH N07045102 4486 41600 SH SOLE 41600 0 0 ATHENAHEALTH INC COM 04685W103 177813 1220404 SH SOLE 1220404 0 0 AUTODESK INC COM 052769106 11381 189500 SH SOLE 189500 0 0 BAIDU INC SPON ADR REP A 056752108 74913 328610 SH SOLE 328610 0 0 BLOCK H & R INC COM 093671105 4614 137000 SH SOLE 137000 0 0 BROADCOM CORP CL A 111320107 11365 262300 SH SOLE 262300 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 57707 3041994 SH SOLE 3041994 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 77444 464794 SH SOLE 464794 0 0 COMCAST CORP NEW CL A 20030N101 11556 199200 SH SOLE 199200 0 0 CORNING INC COM 219350105 8943 390000 SH SOLE 390000 0 0 F5 NETWORKS INC COM 315616102 13712 105100 SH SOLE 105100 0 0 FACEBOOK INC CL A 30303M102 187094 2398026 SH SOLE 2398026 0 0 FINISAR CORP COM NEW 31787A507 8368 431100 SH SOLE 431100 0 0 FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 5626 223000 SH SOLE 223000 0 0 GOPRO INC CL A 38268T103 4811 76100 SH SOLE 76100 0 0 HEWLETT PACKARD CO COM 428236103 11545 287700 SH SOLE 287700 0 0 INFINERA CORPORATION COM 45667G103 4307 292600 SH SOLE 292600 0 0 INTUIT COM 461202103 4333 47000 SH SOLE 47000 0 0 JDS UNIPHASE CORP COM PAR $0.001 46612J507 6669 486074 SH SOLE 486074 0 0 LENDINGCLUB CORP COM 52603A109 633 25000 SH SOLE 25000 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 14163 286809 SH SOLE 286809 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 15289 304538 SH SOLE 304538 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 62071 1284838 SH SOLE 1284838 0 0 LINEAR TECHNOLOGY CORP COM 535678106 22070 484000 SH SOLE 484000 0 0 LINKEDIN CORP COM CL A 53578A108 167826 730600 SH SOLE 730600 0 0 MASTERCARD INC CL A 57636Q104 11097 128800 SH SOLE 128800 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 4554 142900 SH SOLE 142900 0 0 MOODYS CORP COM 615369105 4359 45500 SH SOLE 45500 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 132242 1971412 SH SOLE 1971412 0 0 NETSUITE INC COM 64118Q107 93010 851977 SH SOLE 851977 0 0 NXP SEMICONDUCTORS N V COM N6596X109 11300 147900 SH SOLE 147900 0 0 PALO ALTO NETWORKS INC COM 697435105 213521 1742033 SH SOLE 1742033 0 0 PANDORA MEDIA INC COM 698354107 32094 1800000 SH Call SOLE 1800000 0 0 QUALCOMM INC COM 747525103 40599 546200 SH Call SOLE 546200 0 0 QUANTA SVCS INC COM 74762E102 2305 81200 SH SOLE 81200 0 0 SALESFORCE COM INC COM 79466L302 119047 2007192 SH SOLE 2007192 0 0 SERVICENOW INC COM 81762P102 207183 3053547 SH SOLE 3053547 0 0 SIRIUS XM HLDGS INC COM 82968B103 34703 9915125 SH SOLE 9915125 0 0 SUNEDISON INC COM 86732Y109 11417 585200 SH SOLE 585200 0 0 TERADATA CORP DEL COM 88076W103 8260 189100 SH SOLE 189100 0 0 TRIPADVISOR INC COM 896945201 11494 153948 SH SOLE 153948 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 8169 212700 SH SOLE 212700 0 0 VEEVA SYS INC CL A COM 922475108 167549 6344132 SH SOLE 6344132 0 0 VERISK ANALYTICS INC CL A 92345Y106 11125 173700 SH SOLE 173700 0 0 VISA INC COM CL A 92826C839 11091 42300 SH SOLE 42300 0 0 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 10849 317500 SH SOLE 317500 0 0 WORKDAY INC CL A 98138H101 201493 2468975 SH SOLE 2468975 0 0 WYNN RESORTS LTD COM 983134107 11648 78300 SH SOLE 78300 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 293 124600 SH Put SOLE 124600 0 0 ZILLOW INC CL A 98954A107 20179 190566 SH SOLE 190566 0 0 ZILLOW INC CL A 98954A107 7412 70000 SH Call SOLE 70000 0 0 ZYNGA INC CL A 98986T108 12712 4779125 SH SOLE 4779125 0 0