Contour Asset Management as of Sept. 30, 2014
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 38 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avago Technologies | 6.4 | $131M | 1.5M | 87.00 | |
| Autodesk (ADSK) | 5.8 | $120M | 2.2M | 55.10 | |
| Time Warner Cable | 5.2 | $107M | 744k | 143.49 | |
| Twenty-first Century Fox | 4.9 | $101M | 2.9M | 34.29 | |
| Red Hat | 4.8 | $99M | 1.8M | 56.15 | |
| Yahoo! | 4.4 | $91M | 2.2M | 40.75 | |
| Fortinet (FTNT) | 4.1 | $84M | 3.3M | 25.26 | |
| Pandora Media | 4.0 | $82M | 3.4M | 24.16 | |
| eBay (EBAY) | 3.8 | $78M | 1.4M | 56.63 | |
| Western Digital (WDC) | 3.6 | $74M | 762k | 97.32 | |
| Concur Technologies | 3.5 | $73M | 573k | 126.82 | |
| Metropcs Communications (TMUS) | 3.4 | $70M | 2.4M | 28.87 | |
| Electronic Arts (EA) | 3.0 | $63M | 1.8M | 35.61 | |
| Intuit (INTU) | 2.9 | $60M | 687k | 87.65 | |
| salesforce (CRM) | 2.9 | $59M | 1.0M | 57.53 | |
| Teradyne (TER) | 2.8 | $58M | 3.0M | 19.39 | |
| priceline.com Incorporated | 2.8 | $57M | 49k | 1158.57 | |
| Netflix (NFLX) | 2.8 | $57M | 126k | 451.18 | |
| Criteo Sa Ads (CRTO) | 2.7 | $56M | 1.6M | 33.65 | |
| Apple (AAPL) | 2.6 | $54M | 539k | 100.75 | |
| Expedia (EXPE) | 2.3 | $48M | 550k | 87.62 | |
| Commscope Hldg (COMM) | 2.0 | $41M | 1.7M | 23.91 | |
| Gopro (GPRO) | 1.8 | $38M | 401k | 93.70 | |
| VeriFone Systems | 1.8 | $37M | 1.1M | 34.38 | |
| F5 Networks (FFIV) | 1.6 | $34M | 286k | 118.74 | |
| Zynga | 1.6 | $34M | 13M | 2.70 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.6 | $33M | 3.2M | 10.32 | |
| GameStop (GME) | 1.5 | $31M | 742k | 41.20 | |
| Tripadvisor (TRIP) | 1.5 | $30M | 332k | 91.42 | |
| Micron Technology (MU) | 1.3 | $28M | 802k | 34.26 | |
| Akamai Technologies (AKAM) | 1.3 | $26M | 441k | 59.80 | |
| Truecar (TRUE) | 1.1 | $23M | 1.3M | 17.95 | |
| Juniper Networks (JNPR) | 0.9 | $18M | 807k | 22.15 | |
| Qlik Technologies | 0.8 | $16M | 590k | 27.04 | |
| Alibaba Group Holding (BABA) | 0.8 | $16M | 180k | 88.85 | |
| Best Buy (BBY) | 0.7 | $14M | 429k | 33.59 | |
| Sprint | 0.7 | $15M | 2.3M | 6.34 | |
| Groupon | 0.4 | $7.6M | 1.1M | 6.68 |
