Contour Asset Management as of Dec. 31, 2014
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 46 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
eBay (EBAY) | 9.3 | $161M | 2.9M | 56.12 | |
Metropcs Communications (TMUS) | 8.2 | $142M | 5.3M | 26.94 | |
salesforce (CRM) | 5.3 | $92M | 1.5M | 59.31 | |
Avago Technologies | 4.7 | $81M | 807k | 100.59 | |
Fortinet (FTNT) | 4.2 | $74M | 2.4M | 30.66 | |
Red Hat | 4.0 | $69M | 996k | 69.14 | |
Zynga | 4.0 | $69M | 26M | 2.66 | |
Intuit (INTU) | 3.4 | $58M | 630k | 92.19 | |
Western Digital (WDC) | 3.3 | $57M | 515k | 110.70 | |
Best Buy (BBY) | 3.3 | $57M | 1.5M | 38.98 | |
Ishares Tr hdg msci japan (HEWJ) | 3.3 | $57M | 2.1M | 27.11 | |
Lendingclub | 2.9 | $51M | 2.0M | 25.30 | |
Criteo Sa Ads (CRTO) | 2.8 | $48M | 1.2M | 40.42 | |
Electronic Arts (EA) | 2.6 | $46M | 973k | 47.01 | |
priceline.com Incorporated | 2.6 | $45M | 40k | 1140.21 | |
Netflix (NFLX) | 2.5 | $43M | 126k | 341.61 | |
Akamai Technologies (AKAM) | 2.5 | $43M | 675k | 62.96 | |
Commscope Hldg (COMM) | 2.3 | $39M | 1.7M | 22.83 | |
Cisco Systems (CSCO) | 2.2 | $38M | 1.4M | 27.82 | |
Autodesk (ADSK) | 2.2 | $38M | 630k | 60.06 | |
Liberty Global Inc Com Ser A | 2.0 | $34M | 676k | 50.21 | |
Twenty-first Century Fox | 1.8 | $32M | 824k | 38.41 | |
Truecar (TRUE) | 1.8 | $32M | 1.4M | 22.90 | |
Time Warner Cable | 1.8 | $31M | 206k | 152.06 | |
Gopro (GPRO) | 1.6 | $29M | 452k | 63.22 | |
Zendesk | 1.5 | $27M | 1.1M | 24.37 | |
Accenture (ACN) | 1.5 | $25M | 284k | 89.31 | |
Discovery Communications | 1.2 | $22M | 630k | 34.45 | |
Western Union Company (WU) | 1.1 | $19M | 1.1M | 17.91 | |
Texas Instruments Incorporated (TXN) | 1.1 | $18M | 341k | 53.47 | |
Qlik Technologies | 1.0 | $18M | 573k | 30.89 | |
Apple (AAPL) | 1.0 | $17M | 155k | 110.38 | |
Infosys Technologies (INFY) | 0.9 | $16M | 497k | 31.46 | |
Zebra Technologies (ZBRA) | 0.9 | $16M | 200k | 77.41 | |
Time Warner | 0.8 | $15M | 172k | 85.42 | |
Alibaba Group Holding (BABA) | 0.7 | $12M | 115k | 103.94 | |
Nxp Semiconductors N V (NXPI) | 0.6 | $11M | 141k | 76.40 | |
Groupon | 0.6 | $9.5M | 1.1M | 8.26 | |
Spansion | 0.5 | $9.0M | 263k | 34.22 | |
Pandora Media | 0.5 | $8.2M | 458k | 17.83 | |
VeriFone Systems | 0.5 | $7.9M | 212k | 37.20 | |
Hubspot (HUBS) | 0.3 | $5.9M | 174k | 33.61 | |
Cypress Semiconductor Corporation | 0.3 | $5.4M | 378k | 14.28 | |
Grubhub | 0.2 | $4.2M | 115k | 36.32 | |
Hortonworks | 0.2 | $3.2M | 120k | 27.00 | |
On Deck Capital | 0.1 | $2.2M | 100k | 22.43 |