Contour Asset Management LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.7T
Holdings
21
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY GROUP LTD | 9,192,978 | $151.9B | 9.17% | |
| 2 | —GRUBHUB INC | 3,225,034 | $140.6B | 8.49% | Call |
| 3 | NFLXNETFLIX INC | 851,135 | $127.2B | 7.68% | Call |
| 4 | QRVOQORVO INC | 1,828,639 | $115.8B | 6.99% | Call |
| 5 | WDAYWORKDAY INC | 1,151,194 | $111.7B | 6.75% | Call |
| 6 | SYMCEURSYMANTEC CORP | 3,923,367 | $110.8B | 6.70% | Call |
| 7 | PEGAPEGASYSTEMS INC | 1,777,848 | $103.7B | 6.27% | |
| 8 | ZNGAEURZYNGA INC | 27,539,797 | $100.2B | 6.06% | Call |
| 9 | EXPEEXPEDIA INC DEL | 580,185 | $86.4B | 5.22% | |
| 10 | IACIEURIAC INTERACTIVECORP | 776,975 | $80.2B | 4.85% | |
| 11 | AAPLAPPLE INC | 476,527 | $68.6B | 4.15% | |
| 12 | LOGMEURLOGMEIN INC | 643,883 | $67.3B | 4.06% | |
| 13 | AMZNAMAZON COM INC | 63,790 | $61.7B | 3.73% | Call |
| 14 | AVGOBROADCOM LTD | 240,712 | $56.1B | 3.39% | |
| 15 | —STAMPS COM INC | 352,521 | $54.6B | 3.30% | Call |
| 16 | WWAYFAIR INC | 698,892 | $53.7B | 3.25% | |
| 17 | —ULTIMATE SOFTWARE GROUP INC | 213,602 | $44.9B | 2.71% | |
| 18 | NVDANVIDIA CORP | 253,291 | $36.6B | 2.21% | |
| 19 | BBBLACKBERRY LTD | 3,427,797 | $34.2B | 2.07% | |
| 20 | LGF/BEURLIONS GATE ENTMNT CORP | 1,255,965 | $33.0B | 1.99% | |
| 21 | RPREALPAGE INC | 446,288 | $16.0B | 0.97% |