Contour Asset Management

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