Contour Asset Management as of Sept. 30, 2013
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 41 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 6.7 | $118M | 2.4M | 50.24 | |
| Adobe Systems Incorporated (ADBE) | 6.4 | $113M | 2.2M | 51.94 | |
| eBay (EBAY) | 6.3 | $112M | 2.0M | 55.79 | |
| priceline.com Incorporated | 5.8 | $101M | 100k | 1010.95 | |
| salesforce (CRM) | 5.3 | $93M | 1.8M | 51.91 | |
| Metropcs Communications (TMUS) | 5.2 | $91M | 3.5M | 25.97 | |
| Pandora Media | 4.5 | $80M | 3.2M | 25.13 | |
| VMware | 4.5 | $79M | 975k | 80.90 | |
| Amazon (AMZN) | 4.0 | $70M | 225k | 312.64 | |
| MasterCard Incorporated (MA) | 3.4 | $61M | 90k | 672.78 | |
| Xilinx | 3.3 | $59M | 1.3M | 46.86 | |
| Verizon Communications (VZ) | 3.2 | $56M | 1.2M | 46.66 | |
| Linkedin Corp | 3.0 | $53M | 215k | 246.06 | |
| Yelp Inc cl a (YELP) | 2.6 | $46M | 700k | 66.18 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.5 | $44M | 775k | 56.56 | |
| Tripadvisor (TRIP) | 2.2 | $38M | 500k | 75.84 | |
| Hewlett-Packard Company | 2.1 | $38M | 1.8M | 20.98 | |
| Yahoo! | 2.1 | $37M | 1.1M | 33.16 | |
| Cisco Systems (CSCO) | 2.0 | $35M | 1.5M | 23.42 | |
| Workday Inc cl a (WDAY) | 1.9 | $33M | 410k | 80.93 | |
| Washington Post Company | 1.9 | $33M | 54k | 611.35 | |
| F5 Networks (FFIV) | 1.9 | $33M | 380k | 85.76 | |
| NetApp (NTAP) | 1.8 | $32M | 750k | 42.62 | |
| Lions Gate Entertainment | 1.8 | $32M | 900k | 35.05 | |
| Electronic Arts (EA) | 1.8 | $31M | 1.2M | 25.55 | |
| Seagate Technology Com Stk | 1.7 | $31M | 700k | 43.74 | |
| Charter Communications | 1.5 | $27M | 200k | 134.76 | |
| Directv | 1.5 | $27M | 450k | 59.75 | |
| Comcast Corporation (CMCSA) | 1.3 | $24M | 520k | 45.15 | |
| Expedia (EXPE) | 1.3 | $23M | 450k | 51.79 | |
| Skyworks Solutions (SWKS) | 1.1 | $20M | 800k | 24.84 | |
| Cogent Communications (CCOI) | 0.8 | $15M | 450k | 32.25 | |
| Netflix (NFLX) | 0.7 | $12M | 40k | 309.20 | |
| tw tele | 0.7 | $12M | 400k | 29.86 | |
| NetSuite | 0.7 | $12M | 110k | 107.94 | |
| Avago Technologies | 0.7 | $12M | 275k | 43.12 | |
| Riverbed Technology | 0.6 | $10M | 700k | 14.59 | |
| TiVo | 0.5 | $8.7M | 700k | 12.44 | |
| Outerwall | 0.2 | $3.6M | 73k | 49.99 | |
| ITT Educational Services (ESINQ) | 0.2 | $3.5M | 113k | 31.00 | |
| Poly | 0.2 | $3.3M | 300k | 10.92 |
