Contour Asset Management as of Sept. 30, 2019
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 9.0 | $111M | 1.1M | 97.82 | |
| Symantec Corporation | 8.6 | $106M | 4.5M | 23.63 | |
| Oracle Corporation (ORCL) | 7.3 | $90M | 1.6M | 55.03 | |
| Walt Disney Company (DIS) | 6.7 | $82M | 632k | 130.32 | |
| Marvell Technology Group | 5.5 | $68M | 2.7M | 24.97 | |
| Svmk Inc ordinary shares | 5.4 | $67M | 3.9M | 17.10 | |
| Five9 (FIVN) | 5.2 | $64M | 1.2M | 53.74 | |
| Stitch Fix (SFIX) | 5.2 | $63M | 3.3M | 19.25 | |
| Zynga | 5.1 | $63M | 11M | 5.82 | |
| Qorvo (QRVO) | 4.8 | $60M | 806k | 74.14 | |
| Western Digital (WDC) | 4.6 | $56M | 944k | 59.64 | |
| Liveramp Holdings (RAMP) | 4.4 | $55M | 1.3M | 42.96 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.2 | $52M | 1.7M | 29.82 | |
| LivePerson (LPSN) | 4.0 | $50M | 1.4M | 35.70 | |
| News (NWSA) | 3.4 | $42M | 3.0M | 13.92 | |
| 8x8 (EGHT) | 3.0 | $37M | 1.8M | 20.72 | |
| Netflix (NFLX) | 2.4 | $29M | 110k | 267.07 | |
| Fidelity National Information Services (FIS) | 2.2 | $27M | 203k | 132.76 | |
| Anaplan | 2.1 | $26M | 559k | 47.00 | |
| Keysight Technologies (KEYS) | 1.6 | $19M | 198k | 97.25 | |
| Snap Inc cl a (SNAP) | 1.5 | $19M | 1.2M | 15.80 | |
| Lyft (LYFT) | 1.5 | $19M | 459k | 40.84 | |
| New Relic | 0.9 | $11M | 180k | 61.45 | |
| Roku (ROKU) | 0.8 | $10M | 99k | 101.76 | |
| Palo Alto Networks (PANW) | 0.5 | $5.8M | 28k | 203.81 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $871k | 26k | 33.89 | |
| Synaptics, Incorporated (SYNA) | 0.1 | $766k | 19k | 39.96 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $596k | 23k | 26.44 |
