Contour Asset Management LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.2T
Holdings
28
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EAELECTRONIC ARTS INC | 1,135,578 | $111.1B | 9.01% | |
| 2 | SYMCEURSYMANTEC CORP | 4,462,924 | $105.5B | 8.56% | Call |
| 3 | ORCLORACLE CORP | 1,633,339 | $89.9B | 7.29% | |
| 4 | DISDISNEY WALT CO | 631,861 | $82.3B | 6.68% | |
| 5 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,704,199 | $67.5B | 5.48% | |
| 6 | SVMKUSDSVMK INC | 3,902,038 | $66.7B | 5.41% | |
| 7 | FIVNFIVE9 INC | 1,184,339 | $63.6B | 5.16% | |
| 8 | SFIXSTITCH FIX INC | 3,294,215 | $63.4B | 5.15% | Call |
| 9 | ZNGAEURZYNGA INC | 10,783,633 | $62.8B | 5.09% | |
| 10 | QRVOQORVO INC | 805,573 | $59.7B | 4.85% | Call |
| 11 | WDCWESTERN DIGITAL CORP | 943,819 | $56.3B | 4.57% | |
| 12 | RAMPLIVERAMP HLDGS INC | 1,270,839 | $54.6B | 4.43% | |
| 13 | ZZILLOW GROUP INC | 1,727,866 | $51.5B | 4.18% | |
| 14 | LPSNUSDLIVEPERSON INC | 1,387,381 | $49.5B | 4.02% | |
| 15 | NWSANEWS CORP NEW | 3,010,774 | $41.9B | 3.40% | |
| 16 | EGHT8X8 INC NEW | 1,802,248 | $37.3B | 3.03% | |
| 17 | NFLXNETFLIX INC | 110,259 | $29.5B | 2.39% | Call |
| 18 | FISFIDELITY NATL INFORMATION SV | 203,310 | $27.0B | 2.19% | |
| 19 | PLANUSDANAPLAN INC | 559,105 | $26.3B | 2.13% | |
| 20 | KEYSKEYSIGHT TECHNOLOGIES INC | 197,503 | $19.2B | 1.56% | |
| 21 | SNAPSNAP INC | 1,192,738 | $18.8B | 1.53% | |
| 22 | LYFTLYFT INC | 458,856 | $18.7B | 1.52% | Call |
| 23 | NEWREURNEW RELIC INC | 179,600 | $11.0B | 0.90% | Put |
| 24 | ROKUROKU INC | 99,400 | $10.1B | 0.82% | Put |
| 25 | PANWPALO ALTO NETWORKS INC | 28,320 | $5.8B | 0.47% | |
| 26 | DDOGDATADOG INC | 25,700 | $871.0M | 0.07% | |
| 27 | SYNASYNAPTICS INC | 19,167 | $766.0M | 0.06% | |
| 28 | PINSPINTEREST INC | 22,544 | $596.0M | 0.05% |