Contour Asset Management LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.5T
Holdings
22
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 919,057 | $135.8B | 8.97% | Call |
| 2 | MRVLMARVELL TECHNOLOGY GROUP LTD | 8,248,356 | $125.9B | 8.31% | |
| 3 | ZNGAEURZYNGA INC | 43,034,613 | $122.6B | 8.10% | Call |
| 4 | AAPLAPPLE INC | 826,475 | $118.7B | 7.84% | |
| 5 | SYMCEURSYMANTEC CORP | 2,800,271 | $85.9B | 5.67% | |
| 6 | —PANDORA MEDIA INC | 6,884,366 | $81.3B | 5.37% | Call |
| 7 | QRVOQORVO INC | 1,181,189 | $81.0B | 5.35% | |
| 8 | IACIEURIAC INTERACTIVECORP | 1,052,539 | $77.6B | 5.12% | |
| 9 | EXPEEXPEDIA INC DEL | 598,260 | $75.5B | 4.98% | |
| 10 | LOGMEURLOGMEIN INC | 755,179 | $73.6B | 4.86% | |
| 11 | AMZNAMAZON COM INC | 63,790 | $56.6B | 3.73% | Call |
| 12 | PEGAPEGASYSTEMS INC | 1,272,893 | $55.8B | 3.69% | |
| 13 | WDAYWORKDAY INC | 655,564 | $54.6B | 3.60% | Call |
| 14 | —COMPUTER SCIENCES CORP | 787,870 | $54.4B | 3.59% | |
| 15 | WWAYFAIR INC | 1,209,169 | $49.0B | 3.23% | |
| 16 | —ULTIMATE SOFTWARE GROUP INC | 249,322 | $48.7B | 3.21% | |
| 17 | SHOPSHOPIFY INC | 703,962 | $47.9B | 3.16% | |
| 18 | AVGOBROADCOM LTD | 203,520 | $44.6B | 2.94% | |
| 19 | PAYCPAYCOM SOFTWARE INC | 672,069 | $38.7B | 2.55% | |
| 20 | NVDANVIDIA CORP | 319,420 | $34.8B | 2.30% | |
| 21 | BKNGPRICELINE GRP INC | 15,923 | $28.3B | 1.87% | |
| 22 | SPLKCHFSPLUNK INC | 375,500 | $23.4B | 1.54% | Call |