Contour Asset Management as of Sept. 30, 2017
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 21 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 9.4 | $168M | 9.4M | 17.90 | |
| Grubhub | 8.5 | $151M | 2.9M | 52.66 | |
| Amazon (AMZN) | 8.3 | $148M | 154k | 961.35 | |
| Workday Inc cl a (WDAY) | 7.4 | $132M | 1.3M | 105.39 | |
| Qorvo (QRVO) | 7.1 | $127M | 1.8M | 70.68 | |
| Netflix (NFLX) | 6.7 | $120M | 662k | 181.35 | |
| Symantec Corporation | 6.1 | $108M | 3.3M | 32.81 | |
| Zynga | 5.6 | $100M | 26M | 3.78 | |
| Pegasystems (PEGA) | 5.3 | $95M | 1.7M | 57.65 | |
| IAC/InterActive | 5.0 | $90M | 763k | 117.58 | |
| Expedia (EXPE) | 5.0 | $90M | 622k | 143.94 | |
| Wayfair (W) | 3.9 | $70M | 1.0M | 67.40 | |
| LogMeIn | 3.6 | $65M | 588k | 110.05 | |
| Time Warner | 3.4 | $61M | 594k | 102.45 | |
| RealPage | 2.9 | $52M | 1.3M | 39.90 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.7 | $48M | 1.5M | 31.79 | |
| NVIDIA Corporation (NVDA) | 2.6 | $47M | 260k | 178.77 | |
| Broad | 2.3 | $40M | 167k | 242.54 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.9 | $33M | 92k | 363.42 | |
| Regal Entertainment | 1.4 | $24M | 1.5M | 16.00 | |
| Amc Entmt Hldgs Inc Cl A | 0.8 | $14M | 969k | 14.70 |
