Contour Asset Management

Contour Asset Management as of Sept. 30, 2020

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zillow Group Cl C Cap Stk (Z) 9.6 $236M 2.3M 101.59
Nuance Communications 7.1 $175M 5.3M 33.19
Workday Cl A (WDAY) 6.3 $155M 721k 215.13
News Corp Cl A (NWSA) 4.4 $107M 7.7M 14.02
Nortonlifelock (GEN) 4.2 $104M 5.0M 20.84
Amazon (AMZN) 3.8 $93M 30k 3148.74
Qorvo (QRVO) 3.6 $90M 694k 129.01
Ringcentral Cl A (RNG) 3.5 $87M 318k 274.61
Etsy (ETSY) 3.4 $84M 688k 121.63
Paypal Holdings (PYPL) 3.3 $82M 418k 197.03
Dish Network Corporation Cl A Call Option 3.3 $80M 2.8M 29.03
Cornerstone Ondemand 3.2 $79M 2.2M 36.36
Trimble Navigation (TRMB) 3.2 $79M 1.6M 48.70
Grubhub 3.0 $73M 1.0M 72.33
New Relic 2.9 $72M 1.3M 56.36
Marvell Technology Group Ord 2.8 $70M 1.8M 39.70
Green Dot Corp Cl A (GDOT) 2.8 $69M 1.4M 50.61
Madison Square Grdn Sprt Cor Cl A (MSGS) 2.7 $67M 446k 150.48
Altice Usa Cl A (ATUS) 2.4 $60M 2.3M 26.00
Netflix Call Option (NFLX) 2.4 $59M 117k 500.03
Stitch Fix Com Cl A (SFIX) 2.3 $57M 2.1M 27.13
Zynga Cl A 2.2 $54M 5.9M 9.12
Adt (ADT) 2.2 $53M 6.5M 8.17
stock 2.1 $52M 275k 188.13
Qualcomm (QCOM) 2.0 $50M 420k 117.68
Cargurus Com Cl A (CARG) 1.8 $44M 2.0M 21.63
World Wrestling Entmt Cl A 1.4 $34M 850k 40.47
Blackbaud (BLKB) 1.4 $34M 615k 55.83
Nxp Semiconductors N V (NXPI) 1.3 $33M 263k 124.81
Guidewire Software (GWRE) 1.1 $27M 261k 104.27
Echostar Corp Cl A (SATS) 1.0 $25M 994k 24.89
Wayfair Cl A (W) 0.8 $20M 68k 290.95
Bill Com Holdings Ord (BILL) 0.7 $18M 180k 100.31
Duck Creek Technologies SHS 0.6 $15M 329k 45.43
FARO Technologies (FARO) 0.5 $13M 214k 60.98
Disney Walt Com Disney (DIS) 0.5 $12M 97k 124.08