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 | |
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 |