Criterion discloses updated portfolio positions in 13F filing
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
- New positions in: MSI (~2.1 mln shares), P (~ 900K), LVLT (~792k), BABA (~513k), NYT (~568k), GPRO puts (~300K)
- Increased positions in: ZNGA (to ~20.8 mln shares from ~2.8 mln shares), DISCA (to ~1.97 mln shares from ~753k shares), ZU (to ~2.2 mln shares from ~1.2 mln shares), ATHN (to ~1.30 mln from ~867k), FOXA (to ~1.48 mln from ~1.06 mln)
- Decreased positions in: CRM (to ~696k shares from ~2.7 mln shares), SUNE (to ~1.6 mln shares from ~3.4 mln shares), PANW (to ~3.0 mln shares from ~4.8 mln shares)
- Closed positions in: FSL (from ~2.9 mln shares), TRMB (from ~1.4 mln)