- New Purchases: CRM, NUAN, SATS, ATUS, SPLK, WDAY, NLOK, ROKU, ETSY, GRUB, SBGI,
- Added Positions: NFLX, PLAN, LYFT, WDC, NWSA, LPSN, EA,
- Reduced Positions: FIVN, SFIX, ORCL, Z, DIS, RAMP, ZNGA, MRVL, SVMK, QRVO, FIS,
- Sold Out: EGHT, KEYS, SNAP, PANW, DDOG, SYNA, PINS,
For the details of Contour Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/contour+asset+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Contour Asset Management LLC- NortonLifeLock Inc (NLOK) - 5,942,900 shares, 7.90% of the total portfolio.
- Electronic Arts Inc (EA) - 1,202,943 shares, 6.74% of the total portfolio. Shares added by 5.93%
- Oracle Corp (ORCL) - 2,251,100 shares, 6.22% of the total portfolio.
- Salesforce.com Inc (CRM) - 590,482 shares, 5.01% of the total portfolio. New Position
- The Walt Disney Co (DIS) - 591,619 shares, 4.46% of the total portfolio. Shares reduced by 6.37%
Contour Asset Management LLC initiated holding in Salesforce.com Inc. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $189.95. The impact to a portfolio due to this purchase was 5.01%. The holding were 590,482 shares as of .
New Purchase: Nuance Communications Inc (NUAN)Contour Asset Management LLC initiated holding in Nuance Communications Inc. The purchase prices were between $14.49 and $18.05, with an estimated average price of $16.66. The stock is now traded at around $23.14. The impact to a portfolio due to this purchase was 3.12%. The holding were 3,362,385 shares as of .
New Purchase: EchoStar Corp (SATS)Contour Asset Management LLC initiated holding in EchoStar Corp. The purchase prices were between $35.59 and $44.67, with an estimated average price of $40.24. The stock is now traded at around $40.64. The impact to a portfolio due to this purchase was 2.55%. The holding were 1,128,324 shares as of .
New Purchase: Altice USA Inc (ATUS)Contour Asset Management LLC initiated holding in Altice USA Inc. The purchase prices were between $24.92 and $31.61, with an estimated average price of $27.58. The stock is now traded at around $28.71. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,541,501 shares as of .
New Purchase: Splunk Inc (SPLK)Contour Asset Management LLC initiated holding in Splunk Inc. The purchase prices were between $110.46 and $151.92, with an estimated average price of $132.1. The stock is now traded at around $172.52. The impact to a portfolio due to this purchase was 1.78%. The holding were 227,989 shares as of .
New Purchase: Workday Inc (WDAY)Contour Asset Management LLC initiated holding in Workday Inc. The purchase prices were between $152.29 and $180.96, with an estimated average price of $166.19. The stock is now traded at around $196.99. The impact to a portfolio due to this purchase was 1.08%. The holding were 125,442 shares as of .
Added: Netflix Inc (NFLX)Contour Asset Management LLC added to a holding in Netflix Inc by 13144.31%. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $380.40. The impact to a portfolio due to this purchase was 1.46%. The holding were 87,280 shares as of .
Added: Anaplan Inc (PLAN)Contour Asset Management LLC added to a holding in Anaplan Inc by 84.37%. The purchase prices were between $43.38 and $53.92, with an estimated average price of $49.76. The stock is now traded at around $62.85. The impact to a portfolio due to this purchase was 1.29%. The holding were 1,030,824 shares as of .
Added: Lyft Inc (LYFT)Contour Asset Management LLC added to a holding in Lyft Inc by 226.91%. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $44.69. The impact to a portfolio due to this purchase was 1.1%. The holding were 709,912 shares as of .
Added: News Corp (NWSA)Contour Asset Management LLC added to a holding in News Corp by 20.22%. The purchase prices were between $12.57 and $14.17, with an estimated average price of $13.45. The stock is now traded at around $14.60. The impact to a portfolio due to this purchase was 0.45%. The holding were 3,619,566 shares as of .
Sold Out: 8x8 Inc (EGHT)Contour Asset Management LLC sold out a holding in 8x8 Inc. The sale prices were between $16.81 and $20.82, with an estimated average price of $19.29.
Sold Out: Keysight Technologies Inc (KEYS)Contour Asset Management LLC sold out a holding in Keysight Technologies Inc. The sale prices were between $91.42 and $109.08, with an estimated average price of $102.55.
Sold Out: Snap Inc (SNAP)Contour Asset Management LLC sold out a holding in Snap Inc. The sale prices were between $13.18 and $16.33, with an estimated average price of $14.73.
Sold Out: Palo Alto Networks Inc (PANW)Contour Asset Management LLC sold out a holding in Palo Alto Networks Inc. The sale prices were between $205.41 and $250.28, with an estimated average price of $227.25.
Sold Out: Datadog Inc (DDOG)Contour Asset Management LLC sold out a holding in Datadog Inc. The sale prices were between $28.04 and $42.81, with an estimated average price of $36.14.
Sold Out: Synaptics Inc (SYNA)Contour Asset Management LLC sold out a holding in Synaptics Inc. The sale prices were between $38.44 and $68.65, with an estimated average price of $53.19.
Here is the complete portfolio of Contour Asset Management LLC. Also check out:
1. Contour Asset Management LLC's Undervalued Stocks
2. Contour Asset Management LLC's Top Growth Companies, and
3. Contour Asset Management LLC's High Yield stocks
4. Stocks that Contour Asset Management LLC keeps buying