Contour Asset Management as of Sept. 30, 2020
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Zillow Group Cl C Cap Stk (Z) | 9.6 | $236M | 2.3M | 101.59 | |
Nuance Communications | 7.1 | $175M | 5.3M | 33.19 | |
Workday Cl A (WDAY) | 6.3 | $155M | 721k | 215.13 | |
News Corp Cl A (NWSA) | 4.4 | $107M | 7.7M | 14.02 | |
Nortonlifelock (GEN) | 4.2 | $104M | 5.0M | 20.84 | |
Amazon (AMZN) | 3.8 | $93M | 30k | 3148.74 | |
Qorvo (QRVO) | 3.6 | $90M | 694k | 129.01 | |
Ringcentral Cl A (RNG) | 3.5 | $87M | 318k | 274.61 | |
Etsy (ETSY) | 3.4 | $84M | 688k | 121.63 | |
Paypal Holdings (PYPL) | 3.3 | $82M | 418k | 197.03 | |
Dish Network Corporation Cl A Call Option | 3.3 | $80M | 2.8M | 29.03 | |
Cornerstone Ondemand | 3.2 | $79M | 2.2M | 36.36 | |
Trimble Navigation (TRMB) | 3.2 | $79M | 1.6M | 48.70 | |
Grubhub | 3.0 | $73M | 1.0M | 72.33 | |
New Relic | 2.9 | $72M | 1.3M | 56.36 | |
Marvell Technology Group Ord | 2.8 | $70M | 1.8M | 39.70 | |
Green Dot Corp Cl A (GDOT) | 2.8 | $69M | 1.4M | 50.61 | |
Madison Square Grdn Sprt Cor Cl A (MSGS) | 2.7 | $67M | 446k | 150.48 | |
Altice Usa Cl A (ATUS) | 2.4 | $60M | 2.3M | 26.00 | |
Netflix Call Option (NFLX) | 2.4 | $59M | 117k | 500.03 | |
Stitch Fix Com Cl A (SFIX) | 2.3 | $57M | 2.1M | 27.13 | |
Zynga Cl A | 2.2 | $54M | 5.9M | 9.12 | |
Adt (ADT) | 2.2 | $53M | 6.5M | 8.17 | |
stock | 2.1 | $52M | 275k | 188.13 | |
Qualcomm (QCOM) | 2.0 | $50M | 420k | 117.68 | |
Cargurus Com Cl A (CARG) | 1.8 | $44M | 2.0M | 21.63 | |
World Wrestling Entmt Cl A | 1.4 | $34M | 850k | 40.47 | |
Blackbaud (BLKB) | 1.4 | $34M | 615k | 55.83 | |
Nxp Semiconductors N V (NXPI) | 1.3 | $33M | 263k | 124.81 | |
Guidewire Software (GWRE) | 1.1 | $27M | 261k | 104.27 | |
Echostar Corp Cl A (SATS) | 1.0 | $25M | 994k | 24.89 | |
Wayfair Cl A (W) | 0.8 | $20M | 68k | 290.95 | |
Bill Com Holdings Ord (BILL) | 0.7 | $18M | 180k | 100.31 | |
Duck Creek Technologies SHS | 0.6 | $15M | 329k | 45.43 | |
FARO Technologies (FARO) | 0.5 | $13M | 214k | 60.98 | |
Disney Walt Com Disney (DIS) | 0.5 | $12M | 97k | 124.08 |