Contour Asset Management as of March 31, 2011
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 63 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Intuit (INTU) | 6.3 | $36M | 675k | 53.10 | |
Xerox Corporation | 5.8 | $33M | 3.1M | 10.65 | |
MicroStrategy Incorporated (MSTR) | 5.5 | $32M | 235k | 134.48 | |
Citrix Systems | 5.4 | $31M | 420k | 73.46 | |
eBay (EBAY) | 5.0 | $29M | 925k | 31.04 | |
Visa (V) | 5.0 | $29M | 620k | 46.17 | |
Aspen Technology | 4.3 | $25M | 1.7M | 14.99 | |
MasterCard Incorporated (MA) | 4.3 | $25M | 285k | 86.40 | |
First Solar (FSLR) | 4.2 | $24M | 150k | 160.83 | |
Taleo Corporation | 3.4 | $20M | 550k | 35.65 | |
RightNow Technologies | 3.4 | $20M | 625k | 31.30 | |
Qlik Technologies | 3.3 | $19M | 725k | 26.00 | |
Activision Blizzard | 2.9 | $17M | 7.8M | 2.13 | |
STR Holdings | 2.9 | $16M | 850k | 19.18 | |
Parametric Technology | 2.7 | $15M | 675k | 22.49 | |
Changyou | 2.4 | $14M | 425k | 32.20 | |
salesforce (CRM) | 2.2 | $13M | 95k | 133.58 | |
Qualcomm (QCOM) | 2.1 | $12M | 427k | 28.16 | |
Cypress Semiconductor Corporation | 1.8 | $10M | 1.3M | 8.05 | |
Finisar Corporation | 1.7 | $9.8M | 400k | 24.60 | |
iShares Russell 2000 Index (IWM) | 1.7 | $9.6M | 1.3M | 7.37 | |
Valassis Communications | 1.5 | $8.7M | 300k | 29.14 | |
Microsoft Corporation (MSFT) | 1.5 | $8.7M | 3.1M | 2.84 | |
NetSuite | 1.4 | $8.1M | 280k | 29.08 | |
Smart Modular Technologies | 1.4 | $7.9M | 1.0M | 7.77 | |
Brocade Communications Systems | 1.4 | $7.9M | 4.3M | 1.82 | |
Savvis | 1.1 | $6.2M | 168k | 37.09 | |
OPNET Technologies | 1.1 | $6.2M | 158k | 38.99 | |
JDA Software | 1.1 | $6.1M | 200k | 30.26 | |
priceline.com Incorporated | 1.1 | $6.0M | 60k | 99.48 | |
Time Warner | 1.0 | $5.7M | 160k | 35.70 | |
Cisco Systems (CSCO) | 1.0 | $5.5M | 1.3M | 4.26 | |
ShoreTel | 0.9 | $5.3M | 650k | 8.23 | |
Sourcefire | 0.9 | $5.3M | 191k | 27.51 | |
Stec | 0.8 | $4.8M | 810k | 5.96 | |
Nxp Semiconductors N V (NXPI) | 0.8 | $4.5M | 150k | 30.00 | |
E Commerce China Dangdang | 0.7 | $4.1M | 200k | 20.63 | |
Riverbed Technology | 0.6 | $3.5M | 300k | 11.68 | |
Corning Incorporated (GLW) | 0.6 | $3.3M | 3.1M | 1.08 | |
SanDisk Corporation | 0.5 | $3.0M | 1.6M | 1.84 | |
Comcast Corporation (CMCSA) | 0.5 | $2.9M | 119k | 24.72 | |
EMC Corporation | 0.5 | $2.7M | 101k | 26.55 | |
iShares MSCI Taiwan Index | 0.4 | $2.5M | 600k | 4.18 | |
Yahoo! | 0.4 | $2.2M | 600k | 3.72 | |
News Corporation | 0.3 | $1.6M | 93k | 17.56 | |
VMware | 0.3 | $1.6M | 20k | 81.55 | |
RealD | 0.2 | $1.1M | 40k | 27.35 | |
Sapient Corporation | 0.2 | $1.0M | 1.4M | 0.73 | |
JDS Uniphase Corporation | 0.2 | $928k | 400k | 2.32 | |
Energizer Holdings | 0.1 | $792k | 200k | 3.96 | |
Discovery Communications | 0.1 | $612k | 15k | 39.87 | |
Cbeyond | 0.1 | $618k | 53k | 11.66 | |
Tekelec | 0.1 | $609k | 75k | 8.12 | |
Research In Motion | 0.1 | $504k | 220k | 2.29 | |
Juniper Networks (JNPR) | 0.1 | $505k | 12k | 42.08 | |
BroadSoft | 0.1 | $525k | 11k | 47.73 | |
Calix (CALX) | 0.1 | $508k | 25k | 20.32 | |
NetApp (NTAP) | 0.1 | $455k | 225k | 2.02 | |
GameStop (GME) | 0.1 | $465k | 750k | 0.62 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $446k | 80k | 5.58 | |
Daktronics (DAKT) | 0.0 | $183k | 50k | 3.66 | |
LSI Corporation | 0.0 | $120k | 200k | 0.60 | |
F5 Networks (FFIV) | 0.0 | $12k | 20k | 0.60 |