Contour Asset Management as of March 31, 2018
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qorvo (QRVO) | 10.6 | $200M | 2.8M | 70.45 | |
| Marvell Technology Group | 8.6 | $163M | 7.8M | 21.00 | |
| Grubhub | 6.3 | $119M | 1.2M | 101.47 | |
| Netflix (NFLX) | 5.7 | $108M | 365k | 295.35 | |
| RealPage | 5.5 | $104M | 2.0M | 51.50 | |
| Workday Inc cl a (WDAY) | 4.9 | $93M | 732k | 127.11 | |
| Flextronics International Ltd Com Stk (FLEX) | 4.8 | $91M | 5.6M | 16.33 | |
| Amazon (AMZN) | 4.8 | $90M | 62k | 1447.34 | |
| Time Warner | 4.7 | $89M | 940k | 94.58 | |
| Wayfair (W) | 4.4 | $82M | 1.2M | 67.53 | |
| Ellie Mae | 3.5 | $67M | 731k | 91.94 | |
| Autodesk (ADSK) | 3.5 | $67M | 530k | 125.58 | |
| Symantec Corporation | 3.1 | $59M | 2.3M | 25.85 | |
| Apple (AAPL) | 3.1 | $59M | 352k | 167.78 | |
| Booking Holdings (BKNG) | 3.0 | $58M | 28k | 2080.40 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 3.0 | $56M | 2.3M | 24.08 | |
| Zynga | 2.9 | $55M | 15M | 3.66 | |
| Redfin Corp (RDFN) | 2.8 | $53M | 2.3M | 22.83 | |
| Nutanix Inc cl a (NTNX) | 2.7 | $51M | 1.0M | 49.11 | |
| NVIDIA Corporation (NVDA) | 2.3 | $43M | 186k | 231.59 | |
| Expedia (EXPE) | 1.9 | $37M | 330k | 110.41 | |
| Cloudera | 1.9 | $37M | 1.7M | 21.58 | |
| IAC/InterActive | 1.9 | $36M | 229k | 156.38 | |
| Fortinet (FTNT) | 1.9 | $36M | 667k | 53.58 | |
| Telephone And Data Systems (TDS) | 0.9 | $18M | 635k | 28.03 | |
| Altair Engr (ALTR) | 0.9 | $18M | 564k | 31.36 | |
| Intel Corporation (INTC) | 0.1 | $1.4M | 26k | 52.07 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $359k | 21k | 17.55 |
