Contour Asset Management LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.8T
Holdings
21
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY GROUP LTD | 9,366,936 | $167.7B | 9.42% | |
| 2 | —GRUBHUB INC | 2,859,683 | $150.6B | 8.46% | Call |
| 3 | AMZNAMAZON COM INC | 154,141 | $148.2B | 8.32% | Call |
| 4 | WDAYWORKDAY INC | 1,251,876 | $131.9B | 7.41% | Call |
| 5 | QRVOQORVO INC | 1,791,519 | $126.6B | 7.11% | Call |
| 6 | NFLXNETFLIX INC | 661,649 | $120.0B | 6.74% | Call |
| 7 | SYMCEURSYMANTEC CORP | 3,286,955 | $107.8B | 6.06% | Call |
| 8 | ZNGAEURZYNGA INC | 26,340,057 | $99.6B | 5.59% | Call |
| 9 | PEGAPEGASYSTEMS INC | 1,652,556 | $95.3B | 5.35% | |
| 10 | IACIEURIAC INTERACTIVECORP | 763,107 | $89.7B | 5.04% | |
| 11 | EXPEEXPEDIA INC DEL | 621,997 | $89.5B | 5.03% | |
| 12 | WWAYFAIR INC | 1,031,391 | $69.5B | 3.90% | Call |
| 13 | LOGMEURLOGMEIN INC | 587,920 | $64.7B | 3.63% | |
| 14 | TWXCHFTIME WARNER INC | 593,664 | $60.8B | 3.42% | |
| 15 | RPREALPAGE INC | 1,295,447 | $51.7B | 2.90% | |
| 16 | LGF/BEURLIONS GATE ENTMNT CORP | 1,518,182 | $48.3B | 2.71% | |
| 17 | NVDANVIDIA CORP | 260,352 | $46.5B | 2.61% | |
| 18 | AVGOBROADCOM LTD | 166,703 | $40.4B | 2.27% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC N | 91,660 | $33.3B | 1.87% | |
| 20 | RGCGBPREGAL ENTMT GROUP | 1,515,817 | $24.3B | 1.36% | |
| 21 | AMCAMC ENTMT HLDGS INC | 969,200 | $14.2B | 0.80% | Call |