Contour Asset Management as of Dec. 31, 2011
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 49 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 14.4 | $178M | 440k | 405.00 | |
SanDisk Corporation | 6.9 | $86M | 1.7M | 49.21 | |
eBay (EBAY) | 5.4 | $67M | 2.2M | 30.33 | |
4.4 | $54M | 84k | 645.90 | ||
Rackspace Hosting | 4.0 | $50M | 1.2M | 43.01 | |
MasterCard Incorporated (MA) | 3.8 | $47M | 125k | 372.82 | |
Directv Group | 3.5 | $43M | 1.0M | 42.76 | |
Aspen Technology | 3.1 | $39M | 2.2M | 17.35 | |
Western Digital (WDC) | 3.1 | $38M | 1.2M | 30.95 | |
Linkedin Corp | 2.9 | $36M | 565k | 63.01 | |
Autodesk (ADSK) | 2.7 | $33M | 1.1M | 30.33 | |
Blue Coat Systems | 2.7 | $33M | 1.3M | 25.45 | |
Taleo Corporation | 2.5 | $31M | 800k | 38.69 | |
Coinstar | 2.5 | $30M | 665k | 45.64 | |
Parametric Technology | 2.4 | $30M | 1.7M | 18.26 | |
RightNow Technologies | 2.4 | $30M | 700k | 42.73 | |
Seagate Technology Com Stk | 2.2 | $28M | 1.7M | 16.40 | |
Take-Two Interactive Software (TTWO) | 2.2 | $27M | 2.0M | 13.55 | |
Lexmark International | 2.1 | $27M | 800k | 33.07 | |
Corning Incorporated (GLW) | 2.1 | $26M | 2.0M | 12.98 | |
Intuit (INTU) | 2.0 | $25M | 475k | 52.59 | |
MicroStrategy Incorporated (MSTR) | 1.9 | $24M | 220k | 108.32 | |
Visa (V) | 1.8 | $23M | 225k | 101.53 | |
Red Hat | 1.8 | $22M | 525k | 41.29 | |
Nielsen Holdings Nv | 1.7 | $21M | 720k | 29.69 | |
Citrix Systems | 1.7 | $21M | 350k | 60.72 | |
Oracle Corporation (ORCL) | 1.7 | $21M | 825k | 25.65 | |
JDS Uniphase Corporation | 1.6 | $20M | 2.0M | 10.44 | |
Plantronics | 1.4 | $18M | 500k | 35.64 | |
Time Warner Cable | 1.3 | $16M | 245k | 63.57 | |
Constant Contact | 1.0 | $12M | 525k | 23.21 | |
Mellanox Technologies | 0.9 | $11M | 330k | 32.49 | |
Tekelec | 0.8 | $9.8M | 900k | 10.93 | |
Sonus Networks | 0.8 | $9.8M | 4.1M | 2.40 | |
Qualcomm (QCOM) | 0.7 | $8.2M | 150k | 54.70 | |
Time Warner | 0.6 | $7.6M | 210k | 36.14 | |
Acme Packet | 0.5 | $6.2M | 200k | 30.91 | |
Cogent Communications (CCOI) | 0.4 | $5.3M | 315k | 16.89 | |
Tripadvisor (TRIP) | 0.3 | $4.0M | 157k | 25.21 | |
Lions Gate Entertainment | 0.3 | $3.7M | 450k | 8.32 | |
Digital River | 0.3 | $3.6M | 240k | 15.02 | |
Netflix (NFLX) | 0.3 | $3.5M | 50k | 69.30 | |
AboveNet | 0.3 | $3.3M | 50k | 65.02 | |
Comcast Corporation (CMCSA) | 0.2 | $2.8M | 120k | 23.71 | |
Hexcel Corporation (HXL) | 0.2 | $2.4M | 100k | 24.21 | |
EMC Corporation | 0.2 | $2.2M | 100k | 21.54 | |
BroadSoft | 0.1 | $1.5M | 50k | 30.20 | |
Juniper Networks (JNPR) | 0.1 | $867k | 43k | 20.40 | |
RealD | 0.1 | $635k | 80k | 7.94 |