Contour Asset Management LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.1T
Holdings
28
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY GROUP LTD | 5,118,294 | $82.9B | 7.52% | Call |
| 2 | —ELLIE MAE INC | 1,292,952 | $81.2B | 7.37% | |
| 3 | ZNGAEURZYNGA INC | 19,366,533 | $76.1B | 6.91% | |
| 4 | ADSKAUTODESK INC | 567,529 | $73.0B | 6.62% | |
| 5 | DISDISNEY WALT CO | 624,030 | $68.4B | 6.21% | Call |
| 6 | QRVOQORVO INC | 1,119,043 | $68.0B | 6.17% | Call |
| 7 | NFLXNETFLIX INC | 244,534 | $65.5B | 5.94% | |
| 8 | RPREALPAGE INC | 1,289,170 | $62.1B | 5.64% | |
| 9 | SYMCEURSYMANTEC CORP | 2,957,906 | $55.9B | 5.07% | Call |
| 10 | CLDRCLOUDERA INC | 4,894,167 | $54.1B | 4.91% | |
| 11 | GOOGALPHABET INC | 46,786 | $48.5B | 4.40% | |
| 12 | RAMPLIVERAMP HLDGS INC | 1,084,157 | $41.9B | 3.80% | |
| 13 | WWAYFAIR INC | 448,188 | $40.4B | 3.66% | |
| 14 | ALTREURALTAIR ENGR INC | 1,413,879 | $39.0B | 3.54% | |
| 15 | LGF/BEURLIONS GATE ENTMNT CORP | 2,477,858 | $36.9B | 3.35% | |
| 16 | NTNXNUTANIX INC | 840,642 | $35.0B | 3.17% | |
| 17 | ZZILLOW GROUP INC | 1,010,499 | $31.9B | 2.90% | |
| 18 | —BOTTOMLINE TECH DEL INC | 609,997 | $29.3B | 2.66% | |
| 19 | ZAYOEURZAYO GROUP HLDGS INC | 1,197,652 | $27.4B | 2.48% | |
| 20 | WDAYWORKDAY INC | 168,023 | $26.8B | 2.43% | Call |
| 21 | AMATAPPLIED MATLS INC | 644,089 | $21.1B | 1.91% | |
| 22 | ATVIEURACTIVISION BLIZZARD INC | 429,542 | $20.0B | 1.82% | |
| 23 | FLEXFLEX LTD | 1,434,000 | $10.9B | 0.99% | Call |
| 24 | AMZNAMAZON COM INC | 2,150 | $3.2B | 0.29% | |
| 25 | —GRUBHUB INC | 10,900 | $837.0M | 0.08% | |
| 26 | NVDANVIDIA CORP | 4,625 | $617.0M | 0.06% | |
| 27 | AVGOBROADCOM INC | 2,406 | $612.0M | 0.06% | |
| 28 | CVLTCOMMVAULT SYSTEMS INC | 9,499 | $561.0M | 0.05% |