Contour Asset Management as of Dec. 31, 2018
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 7.5 | $83M | 5.1M | 16.19 | |
| Ellie Mae | 7.4 | $81M | 1.3M | 62.83 | |
| Zynga | 6.9 | $76M | 19M | 3.93 | |
| Autodesk (ADSK) | 6.6 | $73M | 568k | 128.61 | |
| Walt Disney Company (DIS) | 6.2 | $68M | 624k | 109.65 | |
| Qorvo (QRVO) | 6.2 | $68M | 1.1M | 60.73 | |
| Netflix (NFLX) | 5.9 | $66M | 245k | 267.66 | |
| RealPage | 5.6 | $62M | 1.3M | 48.19 | |
| Symantec Corporation | 5.1 | $56M | 3.0M | 18.90 | |
| Cloudera | 4.9 | $54M | 4.9M | 11.06 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $49M | 47k | 1035.61 | |
| Liveramp Holdings (RAMP) | 3.8 | $42M | 1.1M | 38.63 | |
| Wayfair (W) | 3.7 | $40M | 448k | 90.08 | |
| Altair Engr (ALTR) | 3.5 | $39M | 1.4M | 27.58 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 3.4 | $37M | 2.5M | 14.88 | |
| Nutanix Inc cl a (NTNX) | 3.2 | $35M | 841k | 41.59 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.9 | $32M | 1.0M | 31.58 | |
| Bottomline Technologies | 2.7 | $29M | 610k | 48.00 | |
| Zayo Group Hldgs | 2.5 | $27M | 1.2M | 22.84 | |
| Workday Inc cl a (WDAY) | 2.4 | $27M | 168k | 159.67 | |
| Applied Materials (AMAT) | 1.9 | $21M | 644k | 32.74 | |
| Activision Blizzard | 1.8 | $20M | 430k | 46.57 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.0 | $11M | 1.4M | 7.61 | |
| Amazon (AMZN) | 0.3 | $3.2M | 2.2k | 1501.86 | |
| Grubhub | 0.1 | $837k | 11k | 76.79 | |
| NVIDIA Corporation (NVDA) | 0.1 | $617k | 4.6k | 133.41 | |
| Broadcom (AVGO) | 0.1 | $612k | 2.4k | 254.36 | |
| CommVault Systems (CVLT) | 0.1 | $561k | 9.5k | 59.06 |
