Contour Asset Management as of June 30, 2014
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 37 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia (EXPE) | 6.5 | $134M | 1.7M | 78.76 | |
| Metropcs Communications (TMUS) | 6.3 | $131M | 3.9M | 33.62 | |
| Western Digital (WDC) | 6.3 | $130M | 1.4M | 92.30 | |
| Twenty-first Century Fox | 5.4 | $111M | 3.2M | 35.15 | |
| F5 Networks (FFIV) | 5.1 | $105M | 943k | 111.44 | |
| Autodesk (ADSK) | 5.0 | $103M | 1.8M | 56.38 | |
| Tripadvisor (TRIP) | 4.7 | $98M | 897k | 108.66 | |
| Apple (AAPL) | 4.1 | $86M | 920k | 92.93 | |
| Netflix (NFLX) | 4.1 | $86M | 194k | 440.60 | |
| Aol | 4.1 | $84M | 2.1M | 39.79 | |
| Fortinet (FTNT) | 4.0 | $82M | 3.3M | 25.13 | |
| Teradyne (TER) | 3.9 | $81M | 4.2M | 19.60 | |
| Electronic Arts (EA) | 3.3 | $69M | 1.9M | 35.87 | |
| salesforce (CRM) | 3.3 | $68M | 1.2M | 58.08 | |
| Time Warner Cable | 3.2 | $67M | 457k | 147.30 | |
| Intuit (INTU) | 2.9 | $60M | 743k | 80.53 | |
| Taiwan Semiconductor Mfg (TSM) | 2.9 | $60M | 2.8M | 21.39 | |
| Juniper Networks (JNPR) | 2.6 | $54M | 2.2M | 24.54 | |
| Concur Technologies | 2.6 | $53M | 571k | 93.34 | |
| 2.0 | $42M | 1.0M | 40.97 | ||
| Comcast Corporation (CMCSA) | 2.0 | $42M | 777k | 53.68 | |
| Criteo Sa Ads (CRTO) | 2.0 | $41M | 1.2M | 33.77 | |
| Commscope Hldg (COMM) | 1.7 | $35M | 1.5M | 23.13 | |
| Red Hat | 1.5 | $32M | 577k | 55.27 | |
| GameStop (GME) | 1.4 | $30M | 742k | 40.47 | |
| priceline.com Incorporated | 1.3 | $27M | 23k | 1202.98 | |
| Infosys Technologies (INFY) | 1.2 | $25M | 456k | 53.77 | |
| Sprint | 1.2 | $24M | 2.9M | 8.53 | |
| Yelp Inc cl a (YELP) | 1.2 | $24M | 314k | 76.68 | |
| Akamai Technologies (AKAM) | 1.0 | $21M | 343k | 61.06 | |
| Zynga | 1.0 | $20M | 6.3M | 3.21 | |
| Veeco Instruments (VECO) | 0.6 | $13M | 343k | 37.26 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.6 | $12M | 1.1M | 11.07 | |
| Nokia Corporation (NOK) | 0.4 | $7.5M | 994k | 7.56 | |
| Pandora Media | 0.3 | $6.4M | 217k | 29.50 | |
| Zendesk | 0.2 | $4.6M | 264k | 17.38 | |
| Arista Networks (ANET) | 0.1 | $2.5M | 40k | 62.40 |
