Contour Asset Management as of Dec. 31, 2017
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.9 | $196M | 168k | 1169.47 | |
| Grubhub | 9.7 | $175M | 2.4M | 71.80 | |
| Marvell Technology Group | 8.4 | $152M | 7.1M | 21.47 | |
| Symantec Corporation | 7.1 | $128M | 4.6M | 28.06 | |
| Qorvo (QRVO) | 7.0 | $126M | 1.9M | 66.60 | |
| Workday Inc cl a (WDAY) | 5.8 | $106M | 1.0M | 101.74 | |
| Zynga | 5.8 | $105M | 26M | 4.00 | |
| Broad | 5.8 | $105M | 408k | 256.89 | |
| Netflix (NFLX) | 5.4 | $98M | 509k | 191.95 | |
| RealPage | 4.6 | $83M | 1.9M | 44.30 | |
| IAC/InterActive | 4.1 | $75M | 609k | 122.28 | |
| Activision Blizzard | 4.1 | $74M | 1.2M | 63.32 | |
| Expedia (EXPE) | 3.9 | $71M | 591k | 119.77 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 3.6 | $65M | 2.1M | 31.74 | |
| Pegasystems (PEGA) | 2.7 | $49M | 1.0M | 47.15 | |
| NVIDIA Corporation (NVDA) | 2.6 | $48M | 246k | 193.50 | |
| Apple (AAPL) | 2.6 | $47M | 280k | 169.23 | |
| H&R Block (HRB) | 2.3 | $41M | 1.6M | 26.22 | |
| Nutanix Inc cl a (NTNX) | 2.0 | $36M | 1.0M | 35.28 | |
| LogMeIn | 1.1 | $21M | 181k | 114.50 | |
| Intel Corporation (INTC) | 0.1 | $1.5M | 32k | 46.17 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.5M | 106k | 14.36 | |
| NetApp (NTAP) | 0.0 | $732k | 13k | 55.34 |
