Contour Asset Management as of March 31, 2014
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 32 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 8.1 | $163M | 484k | 336.52 | |
Intuit (INTU) | 8.0 | $159M | 2.1M | 77.73 | |
Pandora Media | 7.8 | $156M | 5.1M | 30.32 | |
Aol | 7.1 | $143M | 3.3M | 43.77 | |
Yahoo! | 6.9 | $138M | 3.8M | 35.90 | |
Metropcs Communications (TMUS) | 6.5 | $130M | 3.9M | 33.03 | |
eBay (EBAY) | 5.9 | $119M | 2.1M | 55.24 | |
Teradyne (TER) | 5.0 | $100M | 5.0M | 19.89 | |
Western Digital (WDC) | 4.2 | $85M | 924k | 91.82 | |
salesforce (CRM) | 3.6 | $73M | 1.3M | 57.09 | |
Autodesk (ADSK) | 3.3 | $65M | 1.3M | 49.18 | |
Facebook Inc cl a (META) | 3.0 | $59M | 985k | 60.24 | |
Taiwan Semiconductor Mfg (TSM) | 2.8 | $56M | 2.8M | 20.02 | |
Comcast Corporation (CMCSA) | 2.6 | $53M | 1.1M | 50.02 | |
Akamai Technologies (AKAM) | 2.5 | $50M | 852k | 58.21 | |
Criteo Sa Ads (CRTO) | 2.2 | $45M | 1.1M | 40.55 | |
Adobe Systems Incorporated (ADBE) | 2.0 | $40M | 609k | 65.74 | |
VMware | 1.9 | $38M | 354k | 108.02 | |
Outerwall | 1.8 | $36M | 500k | 72.50 | |
NetSuite | 1.7 | $34M | 360k | 94.83 | |
CBS Corporation | 1.6 | $32M | 521k | 61.80 | |
Linkedin Corp | 1.5 | $30M | 160k | 184.94 | |
Netflix (NFLX) | 1.4 | $28M | 79k | 352.03 | |
Time Warner Cable | 1.3 | $27M | 194k | 137.18 | |
Synaptics, Incorporated (SYNA) | 1.3 | $27M | 445k | 60.02 | |
Finisar Corporation | 1.2 | $24M | 913k | 26.51 | |
F5 Networks (FFIV) | 1.2 | $24M | 227k | 106.63 | |
TriQuint Semiconductor | 1.1 | $22M | 1.7M | 13.39 | |
GameStop (GME) | 1.0 | $21M | 500k | 41.10 | |
Graham Hldgs (GHC) | 0.8 | $17M | 24k | 703.77 | |
Red Hat | 0.6 | $12M | 227k | 52.98 | |
Coupons | 0.1 | $986k | 40k | 24.65 |