Contour Asset Management as of March 31, 2019
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zynga | 8.7 | $121M | 23M | 5.33 | |
| Ellie Mae | 7.2 | $101M | 1.0M | 98.69 | |
| Marvell Technology Group | 7.2 | $100M | 5.0M | 19.89 | |
| Walt Disney Company (DIS) | 6.5 | $92M | 825k | 111.03 | |
| Netflix (NFLX) | 6.1 | $85M | 238k | 356.56 | |
| Liveramp Holdings (RAMP) | 5.9 | $82M | 1.5M | 54.57 | |
| Autodesk (ADSK) | 5.8 | $81M | 517k | 155.82 | |
| Cdk Global Inc equities | 5.7 | $80M | 1.4M | 58.82 | |
| Symantec Corporation | 4.5 | $63M | 2.7M | 22.99 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.3 | $60M | 1.7M | 34.74 | |
| Cloudera | 4.1 | $57M | 5.2M | 10.94 | |
| Svmk Inc ordinary shares | 4.1 | $57M | 3.1M | 18.21 | |
| Via | 3.8 | $53M | 1.9M | 28.07 | |
| Qorvo (QRVO) | 3.8 | $53M | 733k | 71.73 | |
| 8x8 (EGHT) | 3.7 | $52M | 2.6M | 20.20 | |
| Keysight Technologies (KEYS) | 3.2 | $45M | 515k | 87.20 | |
| Wayfair (W) | 2.3 | $33M | 220k | 148.45 | |
| RealPage | 2.2 | $32M | 518k | 60.69 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.1 | $30M | 2.0M | 15.10 | |
| Verint Systems (VRNT) | 2.1 | $30M | 493k | 59.86 | |
| Altair Engr (ALTR) | 2.1 | $29M | 782k | 36.81 | |
| Nutanix Inc cl a (NTNX) | 2.0 | $28M | 747k | 37.74 | |
| Facebook Inc cl a (META) | 1.2 | $17M | 104k | 166.69 | |
| Lyft (LYFT) | 1.2 | $16M | 209k | 78.29 | |
| Amazon (AMZN) | 0.2 | $2.5M | 1.4k | 1780.49 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $584k | 15k | 39.73 | |
| Tenable Hldgs (TENB) | 0.0 | $540k | 17k | 31.63 |
