Contour Asset Management as of Sept. 30, 2016
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 29 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 8.8 | $164M | 12M | 13.27 | |
| Amazon (AMZN) | 7.4 | $138M | 164k | 837.31 | |
| Broad | 7.2 | $134M | 776k | 172.52 | |
| Symantec Corporation | 5.9 | $109M | 4.3M | 25.10 | |
| Intel Corporation (INTC) | 5.3 | $99M | 2.6M | 37.75 | |
| Fitbit | 4.7 | $87M | 5.8M | 14.84 | |
| Electronic Arts (EA) | 4.6 | $86M | 1.0M | 85.40 | |
| priceline.com Incorporated | 4.5 | $84M | 57k | 1471.48 | |
| Grubhub | 4.4 | $82M | 1.9M | 42.99 | |
| LogMeIn | 4.2 | $78M | 858k | 90.39 | |
| Zynga | 4.1 | $76M | 26M | 2.91 | |
| Red Hat | 4.1 | $76M | 935k | 80.83 | |
| IAC/InterActive | 3.7 | $68M | 1.1M | 62.47 | |
| Fortinet (FTNT) | 3.6 | $67M | 1.8M | 36.93 | |
| NVIDIA Corporation (NVDA) | 3.3 | $61M | 892k | 68.52 | |
| Wayfair (W) | 3.3 | $61M | 1.6M | 39.37 | |
| Hewlett Packard Enterprise (HPE) | 3.3 | $61M | 2.7M | 22.75 | |
| Computer Sciences Corporation | 3.2 | $60M | 1.1M | 52.21 | |
| Netflix (NFLX) | 3.0 | $55M | 561k | 98.55 | |
| Linkedin Corp | 2.6 | $48M | 253k | 191.12 | |
| Shopify Inc cl a (SHOP) | 2.1 | $39M | 917k | 42.92 | |
| Qorvo (QRVO) | 2.0 | $38M | 681k | 55.74 | |
| Cvent | 1.4 | $27M | 852k | 31.71 | |
| Paycom Software (PAYC) | 1.2 | $22M | 438k | 50.13 | |
| GameStop (GME) | 0.7 | $12M | 437k | 27.59 | |
| Comscore | 0.6 | $10M | 337k | 30.66 | |
| Pandora Media | 0.6 | $10M | 715k | 14.33 | |
| Shutterfly | 0.2 | $4.0M | 90k | 44.64 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $1.9M | 50k | 37.00 |
