Contour Asset Management LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.5T
Holdings
28
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISDISNEY WALT CO | 846,040 | $118.1B | 7.88% | |
| 2 | ZNGAEURZYNGA INC | 17,626,302 | $108.0B | 7.20% | |
| 3 | ZZILLOW GROUP INC | 1,839,075 | $85.3B | 5.69% | |
| 4 | MRVLMARVELL TECHNOLOGY GROUP LTD | 3,434,811 | $82.0B | 5.47% | |
| 5 | VIABVIACOM INC NEW | 2,544,120 | $76.0B | 5.07% | |
| 6 | SYMCEURSYMANTEC CORP | 3,195,745 | $69.5B | 4.64% | |
| 7 | EGHT8X8 INC NEW | 2,810,913 | $67.7B | 4.52% | |
| 8 | AMZNAMAZON COM INC | 34,343 | $65.0B | 4.34% | |
| 9 | SFIXSTITCH FIX INC | 1,992,949 | $63.8B | 4.25% | |
| 10 | FIVNFIVE9 INC | 1,221,373 | $62.6B | 4.18% | |
| 11 | SVMKUSDSVMK INC | 3,751,937 | $61.9B | 4.13% | |
| 12 | RAMPLIVERAMP HLDGS INC | 1,265,104 | $61.3B | 4.09% | |
| 13 | NFLXNETFLIX INC | 157,337 | $57.8B | 3.85% | |
| 14 | KEYSKEYSIGHT TECHNOLOGIES INC | 617,926 | $55.5B | 3.70% | |
| 15 | WWAYFAIR INC | 378,389 | $55.2B | 3.68% | Call |
| 16 | NWSANEWS CORP NEW | 3,927,425 | $53.0B | 3.53% | |
| 17 | VTYVERINT SYS INC | 981,425 | $52.8B | 3.52% | |
| 18 | QCOMQUALCOMM INC | 655,600 | $49.9B | 3.32% | Call |
| 19 | QRVOQORVO INC | 683,502 | $45.5B | 3.04% | Call |
| 20 | CLDRCLOUDERA INC | 8,276,699 | $43.5B | 2.90% | Call |
| 21 | XYZSQUARE INC | 468,222 | $34.0B | 2.26% | |
| 22 | PINSPINTEREST INC | 1,230,167 | $33.5B | 2.23% | Call |
| 23 | ALTREURALTAIR ENGR INC | 618,192 | $25.0B | 1.66% | |
| 24 | CDKCDK GLOBAL INC | 484,173 | $23.9B | 1.60% | |
| 25 | LYFTLYFT INC | 263,981 | $17.3B | 1.16% | Call |
| 26 | TMUST MOBILE US INC | 224,999 | $16.7B | 1.11% | |
| 27 | GWREGUIDEWIRE SOFTWARE INC | 141,015 | $14.3B | 0.95% | |
| 28 | SYNASYNAPTICS INC | 19,167 | $559.0M | 0.04% |