Contour Asset Management as of March 31, 2016
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 30 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 6.3 | $99M | 2.1M | 47.24 | |
| Amazon (AMZN) | 6.0 | $94M | 159k | 593.64 | |
| Alphabet Inc Class C cs (GOOG) | 5.8 | $90M | 121k | 744.95 | |
| Electronic Arts (EA) | 5.2 | $81M | 1.2M | 66.11 | |
| Symantec Corporation | 4.8 | $75M | 4.1M | 18.38 | |
| Marvell Technology Group | 4.8 | $75M | 7.3M | 10.31 | |
| priceline.com Incorporated | 4.7 | $74M | 57k | 1288.96 | |
| Broad | 4.7 | $74M | 478k | 154.50 | |
| Seagate Technology Com Stk | 4.6 | $72M | 2.1M | 34.45 | |
| Grubhub | 4.1 | $65M | 2.6M | 25.13 | |
| Oracle Corporation (ORCL) | 3.9 | $61M | 1.5M | 40.91 | |
| Zynga | 3.9 | $61M | 27M | 2.28 | |
| Netflix (NFLX) | 3.6 | $57M | 557k | 102.23 | |
| Accenture (ACN) | 3.4 | $54M | 466k | 115.40 | |
| Twenty-first Century Fox | 3.3 | $52M | 1.9M | 27.88 | |
| Metropcs Communications (TMUS) | 3.0 | $47M | 1.2M | 38.30 | |
| NVIDIA Corporation (NVDA) | 2.9 | $46M | 1.3M | 35.63 | |
| Discovery Communications | 2.8 | $43M | 1.5M | 28.63 | |
| Fortinet (FTNT) | 2.5 | $39M | 1.3M | 30.63 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $38M | 50k | 762.90 | |
| Level 3 Communications | 2.4 | $38M | 711k | 52.85 | |
| IAC/InterActive | 2.3 | $36M | 770k | 47.08 | |
| TiVo | 2.2 | $34M | 3.6M | 9.51 | |
| Wayfair (W) | 2.1 | $33M | 757k | 43.22 | |
| Commscope Hldg (COMM) | 1.9 | $29M | 1.0M | 27.92 | |
| Paypal Holdings (PYPL) | 1.8 | $27M | 711k | 38.60 | |
| Paycom Software (PAYC) | 1.5 | $23M | 641k | 35.60 | |
| Facebook Inc cl a (META) | 1.3 | $20M | 175k | 114.10 | |
| Shopify Inc cl a (SHOP) | 0.9 | $15M | 524k | 28.21 | |
| GameStop (GME) | 0.9 | $14M | 437k | 31.73 |
