Contour Asset Management as of Dec. 31, 2013
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 31 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 8.0 | $130M | 3.9M | 33.64 | |
| Aol | 6.8 | $111M | 2.4M | 46.62 | |
| Yahoo! | 6.7 | $109M | 2.7M | 40.44 | |
| Pandora Media | 6.4 | $104M | 3.9M | 26.60 | |
| Amazon (AMZN) | 6.2 | $100M | 251k | 398.79 | |
| Linkedin Corp | 6.0 | $97M | 448k | 216.83 | |
| Facebook Inc cl a (META) | 5.7 | $92M | 1.7M | 54.66 | |
| salesforce (CRM) | 5.5 | $90M | 1.6M | 55.19 | |
| Charter Communications | 4.2 | $69M | 504k | 136.76 | |
| Qualcomm (QCOM) | 4.1 | $67M | 895k | 74.25 | |
| Akamai Technologies (AKAM) | 3.9 | $63M | 1.3M | 47.18 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $62M | 1.0M | 59.88 | |
| Comcast Corporation (CMCSA) | 3.4 | $55M | 1.1M | 51.96 | |
| Yelp Inc cl a (YELP) | 3.0 | $48M | 695k | 68.95 | |
| Liberty Global Inc Com Ser A | 2.8 | $45M | 504k | 88.98 | |
| VMware | 2.7 | $45M | 496k | 89.71 | |
| Avago Technologies | 2.2 | $36M | 678k | 52.89 | |
| Outerwall | 2.1 | $34M | 500k | 67.27 | |
| Netflix (NFLX) | 1.9 | $31M | 84k | 368.17 | |
| NetSuite | 1.9 | $30M | 291k | 103.02 | |
| Zillow | 1.8 | $29M | 358k | 81.73 | |
| Skyworks Solutions (SWKS) | 1.8 | $29M | 1.0M | 28.56 | |
| priceline.com Incorporated | 1.6 | $26M | 22k | 1162.41 | |
| SanDisk Corporation | 1.3 | $21M | 302k | 70.54 | |
| Cogent Communications (CCOI) | 1.2 | $20M | 504k | 40.41 | |
| Criteo Sa Ads (CRTO) | 1.2 | $19M | 567k | 34.20 | |
| 1.1 | $18M | 289k | 63.65 | ||
| CBS Corporation | 1.1 | $18M | 281k | 63.74 | |
| TriQuint Semiconductor | 1.0 | $16M | 2.0M | 8.34 | |
| Xoom | 0.4 | $7.0M | 254k | 27.37 | |
| ITT Educational Services (ESINQ) | 0.2 | $3.8M | 113k | 33.58 |
