Contour Asset Management

Latest statistics and disclosures from Contour Asset Management's latest quarterly 13F-HR filing:

Contour Asset Management portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Expedia 6.48 NEW 1702645 78.76 0.00
Metropcs Communications 6.32 +131.00% 3888513 33.62 0.00
WDC Western Digital 6.27 NEW 1405520 92.30 87.79
Twenty-first Century Fox 5.37 NEW 3160709 35.15 0.00
FFIV F5 Networks 5.08 NEW 942660 111.44 111.82
ADSK Autodesk 4.98 NEW 1828258 56.38 51.05
Tripadvisor 4.71 NEW 897062 108.66 0.00
AAPL Apple 4.13 NEW 919894 92.93 98.83
NFLX Netflix 4.13 NEW 194127 440.60 367.78
AOL AOL 4.06 NEW 2113047 39.79 39.81
FTNT Fortinet 3.96 NEW 3256712 25.13 24.96
TER Teradyne 3.94 NEW 4154721 19.60 17.25
ERTS Electronic Arts 3.32 NEW 1913981 35.87 0.00
CRM salesforce 3.29 NEW 1171241 58.08 55.73
TWC Time Warner Cable 3.25 NEW 457053 147.30 135.36
INTU Intuit 2.89 NEW 742699 80.53 81.21
TSM Taiwan Semiconductor Mfg 2.88 NEW 2785100 21.39 20.86
JNPR Juniper Networks 2.62 NEW 2205279 24.54 19.74
CNQR Concur Technologies 2.58 NEW 571316 93.34 127.76
Twitter 2.04 NEW 1028600 40.97 0.00
CMCSA Comcast Corporation 2.02 NEW 776989 53.68 50.28
Criteo Sa Ads 1.97 NEW 1205133 33.77 0.00
Commscope Hldg 1.69 NEW 1514216 23.13 0.00
RHT Red Hat 1.54 NEW 577035 55.27 55.99
GME GameStop 1.45 +48.00% 741700 40.47 40.59
PCLN priceline.com Incorporated 1.33 NEW 22800 1202.98 1086.06
INFY Infosys Technologies 1.19 NEW 456400 53.77 62.23
Sprint 1.18 NEW 2857100 8.53 0.00
Yelp Inc cl a 1.16 NEW 314200 76.68 0.00
AKAM Akamai Technologies 1.01 NEW 342789 61.06 54.14
Zynga 0.97 NEW 6284869 3.21 0.00
VECO Veeco Instruments 0.62 NEW 342837 37.26 32.18
Flextronics International Ltd Com Stk 0.58 NEW 1085542 11.07 0.00
NOK Nokia Corporation 0.36 NEW 994089 7.56 7.84
Pandora Media 0.31 -93.00% 217100 29.50 0.00
Zendesk 0.22 NEW 263738 17.38 0.00
Arista Networks 0.12 NEW 40000 62.40 0.00