Contour Asset Management as of June 30, 2017
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 21 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 9.2 | $152M | 9.2M | 16.52 | |
| Grubhub | 8.5 | $141M | 3.2M | 43.60 | |
| Netflix (NFLX) | 7.7 | $127M | 851k | 149.41 | |
| Qorvo (QRVO) | 7.0 | $116M | 1.8M | 63.32 | |
| Workday Inc cl a (WDAY) | 6.8 | $112M | 1.2M | 97.00 | |
| Symantec Corporation | 6.7 | $111M | 3.9M | 28.25 | |
| Pegasystems (PEGA) | 6.3 | $104M | 1.8M | 58.35 | |
| Zynga | 6.1 | $100M | 28M | 3.64 | |
| Expedia (EXPE) | 5.2 | $86M | 580k | 148.95 | |
| IAC/InterActive | 4.8 | $80M | 777k | 103.24 | |
| Apple (AAPL) | 4.2 | $69M | 477k | 144.02 | |
| LogMeIn | 4.1 | $67M | 644k | 104.50 | |
| Amazon (AMZN) | 3.7 | $62M | 64k | 968.00 | |
| Broad | 3.4 | $56M | 241k | 233.05 | |
| Stamps | 3.3 | $55M | 353k | 154.87 | |
| Wayfair (W) | 3.2 | $54M | 699k | 76.88 | |
| Ultimate Software | 2.7 | $45M | 214k | 210.06 | |
| NVIDIA Corporation (NVDA) | 2.2 | $37M | 253k | 144.56 | |
| Blackberry (BB) | 2.1 | $34M | 3.4M | 9.99 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.0 | $33M | 1.3M | 26.28 | |
| RealPage | 1.0 | $16M | 446k | 35.95 |
