Contour Asset Management as of June 30, 2020
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 32 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nuance Communications | 7.8 | $159M | 6.3M | 25.31 | |
| Workday Cl A (WDAY) | 6.4 | $129M | 691k | 187.36 | |
| Amazon (AMZN) | 5.4 | $109M | 40k | 2758.81 | |
| Zillow Group Cl C Cap Stk (Z) | 5.1 | $105M | 1.8M | 57.61 | |
| Nortonlifelock (GEN) | 5.1 | $104M | 5.3M | 19.83 | |
| Comcast Corp Cl A (CMCSA) | 4.4 | $89M | 2.3M | 38.98 | |
| Marvell Technology Group Ord | 4.3 | $87M | 2.5M | 35.06 | |
| Zynga Cl A | 3.8 | $78M | 8.1M | 9.54 | |
| Qorvo (QRVO) | 3.8 | $77M | 692k | 110.53 | |
| Green Dot Corp Cl A (GDOT) | 3.6 | $73M | 1.5M | 49.08 | |
| Netflix (NFLX) | 3.6 | $73M | 161k | 455.04 | |
| Cornerstone Ondemand | 3.6 | $73M | 1.9M | 38.56 | |
| Paypal Holdings (PYPL) | 3.5 | $71M | 407k | 174.23 | |
| Grubhub | 3.5 | $71M | 1.0M | 70.30 | |
| Dish Network Corporation Cl A | 3.4 | $68M | 2.0M | 34.51 | |
| Etsy (ETSY) | 3.2 | $65M | 615k | 106.23 | |
| Cargurus Com Cl A (CARG) | 3.0 | $62M | 2.4M | 25.35 | |
| Ringcentral Cl A (RNG) | 2.9 | $60M | 210k | 284.98 | |
| News Corp Cl A (NWSA) | 2.7 | $55M | 4.6M | 11.86 | |
| Bill Com Holdings Ord (BILL) | 2.7 | $54M | 600k | 90.21 | |
| stock | 2.5 | $52M | 259k | 198.70 | |
| Stitch Fix Com Cl A (SFIX) | 2.3 | $47M | 1.9M | 24.94 | |
| New Relic | 2.3 | $47M | 678k | 68.90 | |
| Disney Walt Com Disney Call Option (DIS) | 2.0 | $42M | 374k | 111.51 | |
| Echostar Corp Cl A (SATS) | 1.7 | $34M | 1.2M | 27.96 | |
| World Wrestling Entmt Cl A | 1.7 | $34M | 779k | 43.45 | |
| Guidewire Software (GWRE) | 1.4 | $29M | 265k | 110.85 | |
| Blackbaud (BLKB) | 1.3 | $26M | 451k | 57.08 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.2 | $24M | 165k | 146.89 | |
| Xerox Holdings Corp Com New (XRX) | 0.8 | $16M | 1.1M | 15.29 | |
| Roku Com Cl A Call Option (ROKU) | 0.8 | $16M | 139k | 116.53 | |
| Snap Cl A (SNAP) | 0.4 | $7.9M | 336k | 23.49 |
