Contour Asset Management

Latest statistics and disclosures from Contour Asset Management's latest quarterly 13F-HR filing:

Companies in the Contour Asset Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Marvell Technology Group Ltd 9.17 +11% 9.19M 16.52
Grubhub 8.49 NEW 3.23M 43.60
Netflix (NFLX) 7.68 -7% 851135 149.41
Qorvo 6.99 +54% 1.83M 63.32
Workday Inc cl a 6.75 +75% 1.15M 97.00
Symantec Corporation (SYMC) 6.70 +40% 3.92M 28.25
Pegasystems (PEGA) 6.27 +39% 1.78M 58.35
Zynga 6.06 -36% 27.54M 3.64
Expedia 5.22 -3% 580185 148.95
IAC/InterActive (IACI) 4.85 -26% 776975 103.24
Apple (AAPL) 4.15 -42% 476527 144.02
LogMeIn (LOGM) 4.06 -14% 643883 104.50
Amazon (AMZN) 3.73 63790 968.00
Broad 3.39 +18% 240712 233.05
Stamps (STMP) 3.30 NEW 352521 154.87
Wayfair 3.25 -42% 698892 76.88
Ultimate Software (ULTI) 2.71 -14% 213602 210.06
NVIDIA Corporation (NVDA) 2.21 -20% 253291 144.56
Blackberry 2.07 NEW 3.43M 9.99
Lions Gate Entmnt Corp cl b non vtg 1.99 NEW 1.26M 26.28
RealPage (RP) 0.97 NEW 446288 35.95

Past 13F-HR SEC Filings by Contour Asset Management

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