Contour Asset Management LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.8T
Holdings
23
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 167,790 | $196.2B | 10.88% | Call |
| 2 | —GRUBHUB INC | 2,443,207 | $175.4B | 9.73% | Call |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 7,069,937 | $151.8B | 8.42% | |
| 4 | SYMCEURSYMANTEC CORP | 4,554,793 | $127.8B | 7.09% | Call |
| 5 | QRVOQORVO INC | 1,891,633 | $126.0B | 6.99% | Call |
| 6 | WDAYWORKDAY INC | 1,037,002 | $105.5B | 5.85% | Call |
| 7 | ZNGAEURZYNGA INC | 26,340,057 | $105.4B | 5.84% | Call |
| 8 | AVGOBROADCOM LTD | 407,658 | $104.7B | 5.81% | Call |
| 9 | NFLXNETFLIX INC | 509,291 | $97.8B | 5.42% | Call |
| 10 | RPREALPAGE INC | 1,879,405 | $83.3B | 4.62% | |
| 11 | IACIEURIAC INTERACTIVECORP | 609,184 | $74.5B | 4.13% | |
| 12 | ATVIEURACTIVISION BLIZZARD INC | 1,160,129 | $73.5B | 4.07% | |
| 13 | EXPEEXPEDIA INC DEL | 591,097 | $70.8B | 3.93% | |
| 14 | LGF/BEURLIONS GATE ENTMNT CORP | 2,050,669 | $65.1B | 3.61% | |
| 15 | PEGAPEGASYSTEMS INC | 1,030,356 | $48.6B | 2.69% | |
| 16 | NVDANVIDIA CORP | 245,983 | $47.6B | 2.64% | |
| 17 | AAPLAPPLE INC | 279,519 | $47.3B | 2.62% | |
| 18 | HRBBLOCK H & R INC | 1,573,600 | $41.3B | 2.29% | Put |
| 19 | NTNXNUTANIX INC | 1,016,680 | $35.9B | 1.99% | |
| 20 | LOGMEURLOGMEIN INC | 181,439 | $20.8B | 1.15% | |
| 21 | HPEHEWLETT PACKARD ENTERPRISE C | 105,520 | $1.5B | 0.08% | |
| 22 | INTCINTEL CORP | 32,009 | $1.5B | 0.08% | |
| 23 | NTAPNETAPP INC | 13,228 | $732.0M | 0.04% |