Contour Asset Management as of June 30, 2016
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.7 | $129M | 180k | 715.62 | |
| Marvell Technology Group | 7.2 | $106M | 11M | 9.53 | |
| Broad | 6.4 | $95M | 609k | 155.40 | |
| Grubhub | 5.7 | $83M | 2.7M | 31.07 | |
| Zynga | 5.6 | $83M | 33M | 2.49 | |
| NVIDIA Corporation (NVDA) | 5.5 | $80M | 1.7M | 47.01 | |
| Electronic Arts (EA) | 5.3 | $79M | 1.0M | 75.76 | |
| Symantec Corporation | 5.2 | $77M | 3.8M | 20.54 | |
| priceline.com Incorporated | 5.0 | $73M | 59k | 1248.41 | |
| Western Digital (WDC) | 4.8 | $72M | 1.5M | 47.26 | |
| Demandware | 4.4 | $65M | 866k | 74.90 | |
| Hewlett Packard Enterprise (HPE) | 3.8 | $56M | 3.0M | 18.27 | |
| Fortinet (FTNT) | 3.3 | $49M | 1.6M | 31.59 | |
| Netflix (NFLX) | 3.2 | $48M | 524k | 91.48 | |
| IAC/InterActive | 3.1 | $46M | 819k | 56.30 | |
| Shopify Inc cl a (SHOP) | 2.9 | $42M | 1.4M | 30.76 | |
| Alphabet Inc Class C cs (GOOG) | 2.7 | $41M | 59k | 692.10 | |
| Red Hat | 2.7 | $40M | 544k | 72.60 | |
| Wayfair (W) | 2.5 | $37M | 936k | 39.00 | |
| Paycom Software (PAYC) | 2.3 | $34M | 789k | 43.21 | |
| Linkedin Corp | 2.2 | $33M | 176k | 189.25 | |
| Oracle Corporation (ORCL) | 1.9 | $29M | 702k | 40.93 | |
| Paypal Holdings (PYPL) | 1.8 | $26M | 711k | 36.51 | |
| Stratasys (SSYS) | 1.7 | $26M | 1.1M | 22.89 | |
| GameStop (GME) | 0.8 | $12M | 437k | 26.58 | |
| TiVo | 0.8 | $12M | 1.2M | 9.90 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $5.3M | 7.6k | 703.56 |
