Contour Asset Management as of March 31, 2020
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 13.8 | $211M | 4.4M | 48.33 | |
| Nuance Communications | 7.6 | $116M | 6.9M | 16.78 | |
| Amazon (AMZN) | 7.3 | $111M | 57k | 1949.73 | |
| Netflix (NFLX) | 6.3 | $97M | 258k | 375.50 | |
| Walt Disney Company (DIS) | 6.2 | $94M | 975k | 96.67 | |
| Comcast Corporation (CMCSA) | 4.9 | $75M | 2.2M | 34.38 | |
| stock | 3.8 | $59M | 466k | 126.23 | |
| Zynga | 3.8 | $58M | 8.4M | 6.85 | |
| Marvell Technology Group | 3.5 | $54M | 2.4M | 22.63 | |
| News (NWSA) | 3.3 | $50M | 5.6M | 8.97 | |
| Cornerstone Ondemand | 3.2 | $48M | 1.5M | 31.75 | |
| Qorvo (QRVO) | 3.0 | $46M | 573k | 80.63 | |
| Paypal Holdings (PYPL) | 2.9 | $44M | 462k | 95.74 | |
| Electronic Arts (EA) | 2.9 | $44M | 438k | 100.17 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.8 | $43M | 1.2M | 36.02 | |
| Nortonlifelock (GEN) | 2.7 | $41M | 2.2M | 18.71 | |
| Echostar Corporation (SATS) | 2.6 | $40M | 1.2M | 31.97 | |
| Guidewire Software (GWRE) | 2.2 | $33M | 420k | 79.31 | |
| World Wrestling Entertainment | 2.1 | $32M | 945k | 33.93 | |
| Western Digital (WDC) | 1.8 | $28M | 665k | 41.62 | |
| Ringcentral (RNG) | 1.8 | $27M | 129k | 211.91 | |
| Synaptics, Incorporated (SYNA) | 1.8 | $27M | 464k | 57.87 | |
| Svmk Inc ordinary shares | 1.4 | $21M | 1.5M | 13.51 | |
| LivePerson (LPSN) | 1.4 | $21M | 911k | 22.75 | |
| Xerox Corp (XRX) | 1.4 | $21M | 1.1M | 18.94 | |
| Madison Square Garden Cl A (MSGS) | 1.3 | $20M | 95k | 211.41 | |
| Stitch Fix (SFIX) | 1.1 | $17M | 1.3M | 12.70 | |
| Zoom Video Communications In cl a (ZM) | 0.9 | $14M | 98k | 146.12 | |
| Liveramp Holdings (RAMP) | 0.8 | $12M | 365k | 32.92 | |
| Cargurus (CARG) | 0.6 | $9.2M | 484k | 18.94 | |
| Intuit (INTU) | 0.5 | $7.1M | 31k | 229.99 | |
| New Relic | 0.3 | $4.4M | 94k | 46.24 | |
| Imax Corp Cad (IMAX) | 0.1 | $2.2M | 248k | 9.05 | |
| Grubhub | 0.0 | $645k | 16k | 40.70 | |
| Box Inc cl a (BOX) | 0.0 | $352k | 25k | 14.05 |
