Contour Asset Management

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