Contour Asset Management as of March 31, 2013
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 41 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $129M | 4.5M | 28.61 | |
| Netflix (NFLX) | 8.9 | $126M | 665k | 189.41 | |
| 7.0 | $99M | 125k | 794.02 | ||
| priceline.com Incorporated | 6.1 | $86M | 125k | 687.92 | |
| Xilinx | 5.1 | $72M | 1.9M | 38.17 | |
| Oracle Corporation (ORCL) | 4.6 | $65M | 2.0M | 32.34 | |
| Charter Communications | 4.0 | $57M | 550k | 104.18 | |
| salesforce (CRM) | 4.0 | $56M | 315k | 178.83 | |
| eBay (EBAY) | 3.6 | $50M | 930k | 54.22 | |
| MasterCard Incorporated (MA) | 3.2 | $46M | 85k | 541.13 | |
| Cisco Systems (CSCO) | 3.2 | $46M | 2.2M | 20.91 | |
| Xerox Corporation | 3.0 | $43M | 5.0M | 8.60 | |
| JDS Uniphase Corporation | 2.9 | $41M | 3.1M | 13.37 | |
| Juniper Networks (JNPR) | 2.6 | $37M | 2.0M | 18.54 | |
| Zillow | 2.5 | $36M | 650k | 54.67 | |
| Coinstar | 2.5 | $35M | 600k | 58.42 | |
| Time Warner | 2.0 | $29M | 500k | 57.62 | |
| Symantec Corporation | 2.0 | $28M | 1.2M | 24.68 | |
| Linkedin Corp | 2.0 | $28M | 160k | 176.06 | |
| Fortinet (FTNT) | 1.9 | $27M | 1.2M | 23.68 | |
| TiVo | 1.9 | $27M | 2.2M | 12.39 | |
| Homeaway | 1.7 | $24M | 749k | 32.50 | |
| Red Hat | 1.6 | $22M | 440k | 50.56 | |
| Aspen Technology | 1.5 | $22M | 675k | 32.29 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $21M | 700k | 30.26 | |
| tw tele | 1.3 | $18M | 730k | 25.19 | |
| Stratasys (SSYS) | 1.2 | $17M | 235k | 74.22 | |
| Sprint Nextel Corporation | 1.0 | $14M | 2.3M | 6.21 | |
| Cogent Communications (CCOI) | 1.0 | $14M | 520k | 26.40 | |
| Amdocs Ltd ord (DOX) | 0.9 | $13M | 350k | 36.25 | |
| Palo Alto Networks (PANW) | 0.9 | $13M | 220k | 56.60 | |
| Akamai Technologies (AKAM) | 0.9 | $12M | 350k | 35.29 | |
| F5 Networks (FFIV) | 0.8 | $11M | 120k | 89.08 | |
| Sonus Networks | 0.6 | $8.9M | 3.4M | 2.59 | |
| stock | 0.6 | $8.0M | 200k | 40.03 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $7.7M | 100k | 76.61 | |
| Poly | 0.5 | $7.2M | 650k | 11.08 | |
| Motorola Solutions (MSI) | 0.4 | $5.8M | 90k | 64.03 | |
| ITT Educational Services (ESINQ) | 0.4 | $5.7M | 413k | 13.78 | |
| BroadSoft | 0.3 | $4.0M | 150k | 26.47 | |
| Finisar Corporation | 0.2 | $2.6M | 200k | 13.19 |
