Contour Asset Management as of March 31, 2015
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 32 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avago Technologies | 8.0 | $142M | 1.1M | 126.98 | |
| Apple (AAPL) | 7.8 | $138M | 1.1M | 124.43 | |
| Western Digital (WDC) | 7.0 | $124M | 1.4M | 91.01 | |
| Metropcs Communications (TMUS) | 6.6 | $117M | 3.7M | 31.69 | |
| Oracle Corporation (ORCL) | 4.9 | $86M | 2.0M | 43.15 | |
| Red Hat | 4.7 | $83M | 1.1M | 75.75 | |
| Zynga | 4.7 | $82M | 29M | 2.85 | |
| Expedia (EXPE) | 4.6 | $81M | 860k | 94.13 | |
| Liberty Global Inc Com Ser A | 3.7 | $65M | 1.3M | 51.47 | |
| Electronic Arts (EA) | 3.5 | $63M | 1.1M | 58.82 | |
| Fortinet (FTNT) | 3.5 | $63M | 1.8M | 34.95 | |
| Homeaway | 3.5 | $62M | 2.1M | 30.17 | |
| Time Warner Cable | 3.4 | $61M | 404k | 149.88 | |
| Fireeye | 3.3 | $59M | 1.5M | 39.25 | |
| Commscope Hldg (COMM) | 2.7 | $48M | 1.7M | 28.54 | |
| Intuit (INTU) | 2.7 | $48M | 491k | 96.96 | |
| Criteo Sa Ads (CRTO) | 2.3 | $41M | 1.0M | 39.50 | |
| Zendesk | 2.3 | $40M | 1.8M | 22.69 | |
| Gopro (GPRO) | 2.3 | $40M | 924k | 43.41 | |
| Truecar (TRUE) | 2.1 | $38M | 2.1M | 17.85 | |
| Zebra Technologies (ZBRA) | 2.0 | $36M | 393k | 90.72 | |
| Arris | 1.9 | $33M | 1.2M | 28.89 | |
| CBS Corporation | 1.7 | $31M | 508k | 60.63 | |
| Seagate Technology Com Stk | 1.7 | $30M | 578k | 52.03 | |
| ON Semiconductor (ON) | 1.7 | $29M | 2.4M | 12.11 | |
| Lendingclub | 1.6 | $28M | 1.4M | 19.65 | |
| Linkedin Corp | 1.3 | $22M | 89k | 249.86 | |
| NetApp (NTAP) | 1.2 | $21M | 578k | 35.46 | |
| Facebook Inc cl a (META) | 1.1 | $20M | 243k | 82.21 | |
| Grubhub | 1.1 | $19M | 421k | 45.39 | |
| Western Union Company (WU) | 1.0 | $17M | 826k | 20.81 | |
| Hortonworks | 0.2 | $2.9M | 121k | 23.84 |
