Contour Asset Management LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.4T
Holdings
27
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZNGAEURZYNGA INC | 22,679,460 | $120.9B | 8.65% | Call |
| 2 | —ELLIE MAE INC | 1,022,291 | $100.9B | 7.22% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 5,027,975 | $100.0B | 7.16% | |
| 4 | DISDISNEY WALT CO | 824,956 | $91.6B | 6.55% | Call |
| 5 | NFLXNETFLIX INC | 237,765 | $84.8B | 6.07% | |
| 6 | RAMPLIVERAMP HLDGS INC | 1,505,479 | $82.2B | 5.88% | |
| 7 | ADSKAUTODESK INC | 516,602 | $80.5B | 5.76% | |
| 8 | CDKCDK GLOBAL INC | 1,353,951 | $79.6B | 5.70% | |
| 9 | SYMCEURSYMANTEC CORP | 2,731,366 | $62.8B | 4.49% | |
| 10 | ZZILLOW GROUP INC | 1,737,660 | $60.4B | 4.32% | |
| 11 | CLDRCLOUDERA INC | 5,198,088 | $56.9B | 4.07% | Call |
| 12 | SVMKUSDSVMK INC | 3,112,670 | $56.7B | 4.06% | |
| 13 | VIABVIACOM INC NEW | 1,890,705 | $53.1B | 3.80% | |
| 14 | QRVOQORVO INC | 733,030 | $52.6B | 3.76% | Call |
| 15 | EGHT8X8 INC NEW | 2,580,389 | $52.1B | 3.73% | |
| 16 | KEYSKEYSIGHT TECHNOLOGIES INC | 514,860 | $44.9B | 3.21% | |
| 17 | WWAYFAIR INC | 220,445 | $32.7B | 2.34% | |
| 18 | RPREALPAGE INC | 518,433 | $31.5B | 2.25% | |
| 19 | LGF/BEURLIONS GATE ENTMNT CORP | 1,957,559 | $29.6B | 2.12% | |
| 20 | VTYVERINT SYS INC | 493,205 | $29.5B | 2.11% | |
| 21 | ALTREURALTAIR ENGR INC | 782,014 | $28.8B | 2.06% | |
| 22 | NTNXNUTANIX INC | 747,242 | $28.2B | 2.02% | |
| 23 | METAFACEBOOK INC | 104,398 | $17.4B | 1.25% | |
| 24 | LYFTLYFT INC | 209,116 | $16.4B | 1.17% | |
| 25 | AMZNAMAZON COM INC | 1,394 | $2.5B | 0.18% | |
| 26 | SYNASYNAPTICS INC | 14,700 | $584.0M | 0.04% | Put |
| 27 | TENBTENABLE HLDGS INC | 17,072 | $540.0M | 0.04% |