Contour Asset Management as of March 31, 2017
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 22 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 9.0 | $136M | 919k | 147.81 | |
| Marvell Technology Group | 8.3 | $126M | 8.2M | 15.26 | |
| Zynga | 8.1 | $123M | 43M | 2.85 | |
| Apple (AAPL) | 7.8 | $119M | 827k | 143.66 | |
| Symantec Corporation | 5.7 | $86M | 2.8M | 30.68 | |
| Pandora Media | 5.4 | $81M | 6.9M | 11.81 | |
| Qorvo (QRVO) | 5.3 | $81M | 1.2M | 68.56 | |
| IAC/InterActive | 5.1 | $78M | 1.1M | 73.72 | |
| Expedia (EXPE) | 5.0 | $76M | 598k | 126.17 | |
| LogMeIn | 4.9 | $74M | 755k | 97.50 | |
| Amazon (AMZN) | 3.7 | $57M | 64k | 886.54 | |
| Pegasystems (PEGA) | 3.7 | $56M | 1.3M | 43.85 | |
| Workday Inc cl a (WDAY) | 3.6 | $55M | 656k | 83.28 | |
| Computer Sciences Corporation | 3.6 | $54M | 788k | 69.01 | |
| Wayfair (W) | 3.2 | $49M | 1.2M | 40.49 | |
| Ultimate Software | 3.2 | $49M | 249k | 195.21 | |
| Shopify Inc cl a (SHOP) | 3.2 | $48M | 704k | 68.09 | |
| Broad | 2.9 | $45M | 204k | 218.96 | |
| Paycom Software (PAYC) | 2.5 | $39M | 672k | 57.51 | |
| NVIDIA Corporation (NVDA) | 2.3 | $35M | 319k | 108.93 | |
| priceline.com Incorporated | 1.9 | $28M | 16k | 1779.94 | |
| stock | 1.5 | $23M | 376k | 62.29 |
