Contour Asset Management as of June 30, 2013
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 41 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cisco Systems (CSCO) | 15.2 | $219M | 9.0M | 24.31 | |
| Linkedin Corp | 7.5 | $108M | 605k | 178.30 | |
| Metropcs Communications (TMUS) | 7.0 | $100M | 4.0M | 24.81 | |
| salesforce (CRM) | 6.3 | $91M | 2.4M | 38.18 | |
| Yelp Inc cl a (YELP) | 6.0 | $85M | 2.5M | 34.77 | |
| SanDisk Corporation | 3.4 | $49M | 800k | 61.10 | |
| Charter Communications | 3.1 | $45M | 360k | 123.85 | |
| 3.1 | $44M | 50k | 880.38 | ||
| Homeaway | 3.1 | $44M | 1.4M | 32.34 | |
| priceline.com Incorporated | 3.0 | $44M | 53k | 827.13 | |
| Pandora Media | 3.0 | $42M | 2.3M | 18.40 | |
| Xilinx | 2.8 | $40M | 1.0M | 39.61 | |
| Micron Technology (MU) | 2.5 | $36M | 2.5M | 14.33 | |
| Equinix | 2.4 | $35M | 190k | 184.72 | |
| Adobe Sys Inc option | 2.2 | $32M | 700k | 45.56 | |
| Texas Instruments Incorporated (TXN) | 2.2 | $31M | 900k | 34.87 | |
| Zillow | 2.1 | $30M | 534k | 56.30 | |
| Hewlett-Packard Company | 2.1 | $30M | 1.2M | 24.80 | |
| DISH Network | 1.8 | $26M | 600k | 42.52 | |
| Yahoo! | 1.8 | $25M | 1.0M | 25.11 | |
| Lions Gate Entertainment | 1.7 | $25M | 900k | 27.47 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $23M | 750k | 30.98 | |
| MasterCard Incorporated (MA) | 1.6 | $23M | 40k | 574.50 | |
| Netflix (NFLX) | 1.5 | $22M | 105k | 211.09 | |
| Washington Post Company | 1.5 | $22M | 45k | 483.78 | |
| TiVo | 1.5 | $22M | 2.0M | 11.05 | |
| Coinstar | 1.4 | $21M | 355k | 58.67 | |
| tw tele | 1.4 | $21M | 730k | 28.14 | |
| Symantec Corporation | 1.0 | $15M | 650k | 22.47 | |
| Cogent Communications (CCOI) | 1.0 | $15M | 520k | 28.15 | |
| Amdocs Ltd ord (DOX) | 0.9 | $13M | 350k | 37.09 | |
| Teradata Corporation (TDC) | 0.7 | $10M | 200k | 50.23 | |
| Workday Inc cl a (WDAY) | 0.7 | $9.6M | 150k | 64.09 | |
| JDS Uniphase Corporation | 0.7 | $9.3M | 650k | 14.38 | |
| Sonus Networks | 0.5 | $7.5M | 2.5M | 3.01 | |
| Research In Motion | 0.4 | $6.3M | 600k | 10.47 | |
| Finisar Corporation | 0.4 | $5.9M | 350k | 16.95 | |
| BroadSoft | 0.3 | $4.1M | 150k | 27.60 | |
| Poly | 0.2 | $3.2M | 300k | 10.54 | |
| ITT Educational Services (ESINQ) | 0.2 | $2.7M | 113k | 24.40 | |
| NetSuite | 0.2 | $2.3M | 25k | 91.76 |
