Contour Asset Management

Contour Asset Management as of June 30, 2011

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 58 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $67M 200k 335.71
eBay (EBAY) 5.2 $52M 1.6M 32.27
Visa (V) 5.1 $51M 600k 84.27
SanDisk Corporation 4.9 $49M 1.2M 41.50
MasterCard Incorporated (MA) 4.1 $41M 135k 301.37
Intuit (INTU) 3.9 $39M 750k 51.87
Parametric Technology 3.7 $37M 1.6M 22.93
Corning Incorporated (GLW) 3.5 $35M 1.9M 18.15
Linkedin Corp 3.3 $33M 370k 90.10
Taleo Corporation 3.2 $32M 875k 37.03
MicroStrategy Incorporated (MSTR) 3.2 $32M 195k 162.70
Aspen Technology 3.1 $31M 1.8M 17.18
NetApp (NTAP) 2.9 $29M 550k 52.79
OCZ Technology 2.8 $28M 801k 34.53
Citrix Systems 2.6 $26M 325k 80.01
salesforce (CRM) 2.6 $26M 175k 148.99
Coinstar 2.3 $23M 420k 54.55
RightNow Technologies 2.3 $23M 700k 32.40
Western Digital (WDC) 2.2 $22M 600k 36.38
Finisar Corporation 2.0 $20M 1.1M 18.03
Tech Data Corporation 2.0 $20M 400k 48.90
Brocade Communications Systems 1.8 $18M 2.8M 6.46
Google 1.8 $18M 35k 506.43
Xerox Corporation 1.8 $18M 1.7M 10.41
Sourcefire 1.7 $17M 575k 29.72
Plantronics 1.6 $16M 450k 36.53
Nielsen Holdings Nv 1.5 $15M 480k 31.16
Cypress Semiconductor Corporation 1.4 $14M 400k 35.47
Digital River 1.4 $14M 430k 32.16
NetSuite 1.3 $13M 340k 39.20
Eastman Kodak Company 1.3 $13M 1.0M 13.28
Take-Two Interactive Software (TTWO) 1.3 $13M 850k 15.28
Amazon (AMZN) 1.2 $12M 60k 204.52
Sonus Networks 1.1 $11M 3.5M 3.24
Lexmark International 1.0 $10M 350k 29.26
Stec 0.9 $9.4M 200k 46.81
JDS Uniphase Corporation 0.8 $7.9M 475k 16.66
Cypress Semiconductor Corporation 0.7 $7.4M 350k 21.14
Sapient Corporation 0.7 $6.8M 450k 15.03
DeVry 0.7 $6.5M 110k 59.14
OPNET Technologies 0.5 $5.2M 128k 40.94
ShoreTel 0.5 $4.6M 450k 10.20
Time Warner 0.4 $4.4M 120k 36.38
Comcast Corporation (CMCSA) 0.3 $3.3M 130k 25.35
EMC Corporation 0.3 $3.0M 110k 27.55
Via 0.3 $2.6M 50k 51.00
F5 Networks (FFIV) 0.2 $2.5M 23k 110.27
Tekelec 0.2 $2.3M 250k 9.13
Walt Disney Company (DIS) 0.2 $2.1M 55k 39.04
Hexcel Corporation (HXL) 0.2 $2.2M 100k 21.89
Qualcomm (QCOM) 0.2 $2.1M 37k 56.78
21vianet Group (VNET) 0.2 $2.1M 155k 13.74
HSN 0.2 $1.6M 50k 32.92
RealD 0.1 $1.4M 62k 23.40
Juniper Networks (JNPR) 0.1 $1.3M 43k 31.51
Riverbed Technology 0.1 $1.2M 30k 39.60
National CineMedia 0.1 $846k 50k 16.92
Clearwire Corporation 0.1 $624k 165k 3.78