Contour Asset Management as of Dec. 31, 2015
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 29 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avago Technologies | 8.6 | $147M | 1.0M | 145.15 | |
| Metropcs Communications (TMUS) | 8.5 | $144M | 3.7M | 39.12 | |
| Netflix (NFLX) | 8.2 | $139M | 1.2M | 114.38 | |
| Electronic Arts (EA) | 8.1 | $138M | 2.0M | 68.72 | |
| Amazon (AMZN) | 6.3 | $108M | 160k | 675.89 | |
| Wayfair (W) | 5.5 | $93M | 2.0M | 47.62 | |
| Intuit (INTU) | 4.9 | $83M | 862k | 96.50 | |
| NVIDIA Corporation (NVDA) | 4.4 | $75M | 2.3M | 32.96 | |
| Qualcomm (QCOM) | 4.1 | $70M | 1.4M | 49.98 | |
| Activision Blizzard | 3.6 | $61M | 1.6M | 38.71 | |
| Zynga | 3.5 | $60M | 22M | 2.68 | |
| Western Digital (WDC) | 3.5 | $59M | 987k | 60.05 | |
| Commscope Hldg (COMM) | 3.5 | $59M | 2.3M | 25.89 | |
| Fortinet (FTNT) | 2.7 | $46M | 1.5M | 31.17 | |
| Time Warner | 2.7 | $46M | 703k | 64.67 | |
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $44M | 57k | 778.01 | |
| priceline.com Incorporated | 2.4 | $41M | 32k | 1274.95 | |
| Groupon | 2.2 | $38M | 12M | 3.07 | |
| Grubhub | 2.2 | $37M | 1.5M | 24.20 | |
| Marvell Technology Group | 2.1 | $35M | 4.0M | 8.82 | |
| Zendesk | 2.0 | $34M | 1.3M | 26.44 | |
| Hortonworks | 1.6 | $28M | 1.3M | 21.90 | |
| TiVo | 1.6 | $27M | 3.1M | 8.63 | |
| IAC/InterActive | 1.6 | $27M | 443k | 60.05 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $19M | 25k | 758.89 | |
| Red Hat | 0.9 | $15M | 177k | 82.81 | |
| GameStop (GME) | 0.7 | $12M | 437k | 28.04 | |
| ON Semiconductor (ON) | 0.4 | $7.2M | 738k | 9.80 | |
| Nokia Corporation (NOK) | 0.4 | $6.0M | 860k | 7.02 |
