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Showing Q4 2024 data
CRITERION CAPITAL ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CRITERION CAPITAL ADVISORS, LLC
•CIK: 1765884•Filing: Q4 2024
**CRITERION CAPITAL ADVISORS, LLC** manages $159M across a diversified portfolio of 348 positions. The firm exhibits significant conviction in select names, notably maintaining a substantial allocation to DFIC at $19.0M. Key holdings also include GIGB ($16.5M), DFAC ($8.4M), and a diversified basket featuring AAPL ($7.2M) and DFAS ($6.7M). This positioning suggests a focused, bottom-up approach targeting established market leaders and high-conviction growth opportunities.
Total AUM
$158.9M
QoQ Performance
+0.0%
Positions
296
Top 10 Concentration
49.4%
Latest Filing
Q4 2024
Top Holdings Allocation
DFIC
GIGB
DFAC
DFIC11.9%
GIGB10.4%
DFAC5.3%
AAPL4.5%
DFAS4.2%
BRK/B3.2%
ORCL2.5%
JPM2.4%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other57.6%
Technology13.6%
Financial9.6%
Healthcare8.6%
Consumer3.7%
ETF1.7%
Energy1.6%
Communication1.6%
🚪 Exited Positionssold since Q3 2024
+143 more exited positions
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023