Contour Asset Management as of Dec. 31, 2019
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 31 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 10.1 | $193M | 3.6M | 52.98 | |
| Nortonlifelock (GEN) | 8.6 | $165M | 6.5M | 25.52 | |
| Electronic Arts (EA) | 6.7 | $129M | 1.2M | 107.51 | |
| salesforce (CRM) | 5.0 | $96M | 591k | 162.64 | |
| Qorvo (QRVO) | 4.6 | $89M | 766k | 116.23 | |
| Walt Disney Company (DIS) | 4.5 | $86M | 592k | 144.63 | |
| Netflix (NFLX) | 4.1 | $79M | 245k | 323.57 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.7 | $71M | 1.5M | 45.94 | |
| Western Digital (WDC) | 3.7 | $70M | 1.1M | 63.47 | |
| Marvell Technology Group | 3.5 | $67M | 2.5M | 26.56 | |
| Svmk Inc ordinary shares | 3.4 | $65M | 3.7M | 17.87 | |
| Zynga | 3.2 | $61M | 9.9M | 6.12 | |
| Nuance Communications | 3.1 | $60M | 3.4M | 17.83 | |
| LivePerson (LPSN) | 3.1 | $59M | 1.6M | 37.00 | |
| Stitch Fix (SFIX) | 2.9 | $56M | 2.2M | 25.66 | |
| Liveramp Holdings (RAMP) | 2.9 | $55M | 1.2M | 48.07 | |
| Anaplan | 2.8 | $54M | 1.0M | 52.40 | |
| News (NWSA) | 2.7 | $51M | 3.6M | 14.14 | |
| Echostar Corporation (SATS) | 2.5 | $49M | 1.1M | 43.31 | |
| Altice Usa Inc cl a (ATUS) | 2.2 | $42M | 1.5M | 27.34 | |
| Five9 (FIVN) | 2.1 | $40M | 609k | 65.58 | |
| Amc Networks Inc Cl A (AMCX) | 2.0 | $38M | 963k | 39.50 | |
| stock | 1.8 | $34M | 228k | 149.77 | |
| Etsy (ETSY) | 1.7 | $32M | 728k | 44.30 | |
| Lyft (LYFT) | 1.6 | $31M | 710k | 43.02 | |
| Sinclair Broadcast | 1.5 | $28M | 845k | 33.37 | |
| Fidelity National Information Services (FIS) | 1.5 | $28M | 201k | 139.09 | |
| Synaptics, Incorporated (SYNA) | 1.3 | $25M | 384k | 65.77 | |
| Grubhub | 1.1 | $22M | 448k | 48.65 | |
| Roku (ROKU) | 1.1 | $22M | 161k | 133.90 | |
| Workday Inc cl a (WDAY) | 1.1 | $21M | 125k | 164.45 |
