Contour Asset Management

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

Contour Asset Management portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NFLX Netflix 9.97 NEW 1673558 103.26 443.79
Avago Technologies 9.52 +17.00% 1320127 125.01 0.00
Metropcs Communications 7.57 -10.00% 3297498 39.81 0.00
ERTS Electronic Arts 6.65 +59.00% 1701547 67.75 0.00
INTU Intuit 5.40 +115.00% 1055530 88.75 95.52
WDC Western Digital 5.32 -14.00% 1161716 79.44 97.30
Commscope Hldg 4.60 +58.00% 2652508 30.03 0.00
RHT Red Hat 4.38 -3.00% 1056093 71.88 65.33
GOOG Google 4.32 NEW 117347 638.37 554.33
Wayfair 3.92 NEW 1936253 35.06 0.00
ATVI Activision Blizzard 3.86 NEW 2165068 30.89 22.67
Homeaway 3.74 +18.00% 2440252 26.54 0.00
Zynga 3.20 -15.00% 24349889 2.28 0.00
AAPL Apple 3.14 -55.00% 492832 110.30 123.28
ONNN ON Semiconductor 2.91 +121.00% 5368687 9.40 12.68
MU Micron Technology 2.82 NEW 3268184 14.98 27.78
DIS Walt Disney Company 2.66 NEW 451700 102.20 103.60
FTNT Fortinet 2.59 -41.00% 1056135 42.48 33.20
Zendesk 1.87 -7.00% 1642877 19.71 0.00
Garmin 1.68 NEW 809300 35.88 0.00
CBS CBS Corporation 1.62 +38.00% 703100 39.90 59.57
Hortonworks 1.39 +810.00% 1097207 21.89 0.00
Criteo Sa Ads 1.19 -47.00% 551535 37.54 0.00
Marvell Technology 0.85 NEW 1619281 9.05 0.00
SNDK SanDisk Corporation 0.81 NEW 258166 54.33 84.20
GME GameStop 0.76 NEW 319700 41.21 40.53
LGF Lions Gate Entertainment 0.73 NEW 346178 36.80 32.24
Liberty Global Inc Com Ser A 0.73 -76.00% 293371 42.94 0.00
Fireeye 0.61 -77.00% 334443 31.82 0.00
Fitbit 0.54 NEW 248577 37.69 0.00
NOK Nokia Corporation 0.33 NEW 854296 6.78 7.66
Gopro 0.32 -80.00% 175800 31.22 0.00