Criterion Capital earlier disclosed updated portfolio positions in 13F filing: New position in COMM, LYV; increased stake in ALU, SUNE; decreased stake in AMAT, DDD; closed position in MSI, ZNGA
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: COMM (~4.3 mln shares), LYV (~1.3 mln), MRVL (~0.9 mln), ZAYO (~0.7 mln), SPWR (~0.5 mln)
- Increased positions in: ALU (to ~9 mln shares from ~1.6 mln shares), SIRI (to ~20.2 mln from ~9.9 mln), SUNE (to ~5.4 mln from ~0.6 mln), FOXA (to ~1.1 mln from ~0.2 mln), CDNS (to ~4.5 mln from ~3 mln)
- Decreased positions in: AMAT (to ~0.5 mln shares from ~3.6 mln shares), DDD (to ~0.4 mln from ~1 mln)
- Closed positions in: MSI (from ~2 mln shares), VEEV (from ~6.3 mln), ZNGA (from ~4.8 mln)