Contour Asset Management as of June 30, 2019
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Disney Walt Com Disney (DIS) | 7.9 | $118M | 846k | 139.64 | |
| Zynga Cl A | 7.2 | $108M | 18M | 6.13 | |
| Zillow Group Cl C Cap Stk (Z) | 5.7 | $85M | 1.8M | 46.39 | |
| Marvell Technology Group Ord | 5.5 | $82M | 3.4M | 23.87 | |
| Viacom CL B | 5.1 | $76M | 2.5M | 29.87 | |
| Symantec Corporation | 4.6 | $70M | 3.2M | 21.76 | |
| 8x8 (EGHT) | 4.5 | $68M | 2.8M | 24.10 | |
| Amazon (AMZN) | 4.3 | $65M | 34k | 1893.63 | |
| Stitch Fix Com Cl A (SFIX) | 4.3 | $64M | 2.0M | 31.99 | |
| Five9 (FIVN) | 4.2 | $63M | 1.2M | 51.29 | |
| Svmk Inc ordinary shares | 4.1 | $62M | 3.8M | 16.51 | |
| Liveramp Holdings (RAMP) | 4.1 | $61M | 1.3M | 48.48 | |
| Netflix (NFLX) | 3.9 | $58M | 157k | 367.32 | |
| Keysight Technologies (KEYS) | 3.7 | $56M | 618k | 89.81 | |
| Wayfair Cl A (W) | 3.7 | $55M | 378k | 146.00 | |
| News Corp Cl A (NWSA) | 3.5 | $53M | 3.9M | 13.49 | |
| Verint Systems (VRNT) | 3.5 | $53M | 981k | 53.78 | |
| Qualcomm Call Option (QCOM) | 3.3 | $50M | 656k | 76.07 | |
| Qorvo (QRVO) | 3.0 | $46M | 684k | 66.61 | |
| Cloudera | 2.9 | $44M | 8.3M | 5.26 | |
| Square Cl A (SQ) | 2.3 | $34M | 468k | 72.53 | |
| Pinterest Cl A (PINS) | 2.2 | $34M | 1.2M | 27.22 | |
| Altair Engr Com Cl A (ALTR) | 1.7 | $25M | 618k | 40.39 | |
| Cdk Global Inc equities | 1.6 | $24M | 484k | 49.44 | |
| Lyft Cl A Com (LYFT) | 1.2 | $17M | 264k | 65.71 | |
| Metropcs Communications (TMUS) | 1.1 | $17M | 225k | 74.14 | |
| Guidewire Software (GWRE) | 1.0 | $14M | 141k | 101.38 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $559k | 19k | 29.16 |
