Contour Asset Management as of June 30, 2018
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 29 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qorvo (QRVO) | 10.1 | $243M | 3.0M | 80.17 | |
| Zynga | 9.5 | $229M | 56M | 4.07 | |
| Marvell Technology Group | 7.1 | $171M | 8.0M | 21.44 | |
| Netflix (NFLX) | 6.7 | $161M | 412k | 391.43 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 6.5 | $157M | 2.7M | 59.06 | |
| Flextronics International Ltd Com Stk (FLEX) | 5.6 | $136M | 9.6M | 14.11 | |
| Walt Disney Company (DIS) | 4.7 | $114M | 1.1M | 104.81 | |
| Wayfair (W) | 4.7 | $114M | 963k | 118.76 | |
| Amazon (AMZN) | 4.5 | $110M | 65k | 1699.80 | |
| Autodesk (ADSK) | 4.2 | $101M | 767k | 131.09 | |
| Ellie Mae | 4.0 | $98M | 939k | 103.84 | |
| Grubhub | 3.8 | $92M | 877k | 104.91 | |
| RealPage | 3.7 | $89M | 1.6M | 55.10 | |
| Nutanix Inc cl a (NTNX) | 3.4 | $82M | 1.6M | 51.57 | |
| NVIDIA Corporation (NVDA) | 3.1 | $76M | 322k | 236.90 | |
| Symantec Corporation | 2.6 | $62M | 3.0M | 20.65 | |
| Booking Holdings (BKNG) | 2.3 | $56M | 28k | 2027.08 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.2 | $54M | 2.3M | 23.46 | |
| Altair Engr (ALTR) | 1.8 | $43M | 1.3M | 34.18 | |
| Cloudera | 1.8 | $43M | 3.2M | 13.64 | |
| Ceridian Hcm Hldg (DAY) | 1.7 | $40M | 1.2M | 33.19 | |
| Fortinet (FTNT) | 1.3 | $31M | 497k | 62.43 | |
| Broadcom (AVGO) | 1.3 | $31M | 126k | 242.64 | |
| Zillow Group Inc Cl A (ZG) | 0.9 | $21M | 351k | 59.75 | |
| Mellanox Technologies | 0.7 | $18M | 212k | 84.30 | |
| Trimble Navigation (TRMB) | 0.7 | $18M | 538k | 32.84 | |
| Teladoc (TDOC) | 0.7 | $17M | 296k | 58.05 | |
| Workday Inc cl a (WDAY) | 0.5 | $11M | 90k | 121.11 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 1.1k | 1115.28 |
