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Contour Asset Management LLC Buys Flex, Time Warner Inc, Ellie Mae Inc, Sells Zynga Inc, Activision Blizzard Inc, Symantec Corp

New York, NY, based Investment company Contour Asset Management LLC buys Flex, Time Warner Inc, Ellie Mae Inc, Qorvo Inc, Netflix Inc, Cloudera Inc, Fortinet Inc, Telephone and Data Systems Inc, Altair Engineering Inc, Apple Inc, sells Zynga Inc, Activision Blizzard Inc, Symantec Corp, Amazon.com Inc, Pegasystems Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Contour Asset Management LLC. As of 2018-03-31, Contour Asset Management LLC owns 37 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

For the details of Contour Asset Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Contour+Asset+Management+LLC

These are the top 5 holdings of Contour Asset Management LLC
  1. Qorvo Inc (QRVO) - 2,555,526 shares, 9.27% of the total portfolio. Shares added by 59.52%
  2. Marvell Technology Group Ltd (MRVL) - 5,903,380 shares, 6.38% of the total portfolio. Shares reduced by 16.5%
  3. GrubHub Inc (GRUB) - 1,071,500 shares, 5.6% of the total portfolio.
  4. RealPage Inc (RP) - 2,018,794 shares, 5.35% of the total portfolio. Shares added by 7.42%
  5. Flex Ltd (FLEX) - 5,591,088 shares, 4.7% of the total portfolio. New Position
New Purchase: Flex Ltd (FLEX)

Contour Asset Management LLC initiated holding in Flex Ltd. The purchase prices were between $16.31 and $19.61, with an estimated average price of $18.11. The stock is now traded at around $14.47. The impact to a portfolio due to this purchase was 4.7%. The holding were 5,591,088 shares as of 2018-03-31.

New Purchase: Time Warner Inc (TWX)

Contour Asset Management LLC initiated holding in Time Warner Inc. The purchase prices were between $91.5 and $97, with an estimated average price of $94.24. The stock is now traded at around $94.19. The impact to a portfolio due to this purchase was 4.58%. The holding were 939,889 shares as of 2018-03-31.

New Purchase: Ellie Mae Inc (ELLI)

Contour Asset Management LLC initiated holding in Ellie Mae Inc. The purchase prices were between $86.5 and $99.08, with an estimated average price of $92.78. The stock is now traded at around $101.99. The impact to a portfolio due to this purchase was 3.46%. The holding were 730,648 shares as of 2018-03-31.

New Purchase: Cloudera Inc (CLDR)

Contour Asset Management LLC initiated holding in Cloudera Inc. The purchase prices were between $17.11 and $21.59, with an estimated average price of $18.77. The stock is now traded at around $16.00. The impact to a portfolio due to this purchase was 1.88%. The holding were 1,689,903 shares as of 2018-03-31.

New Purchase: Fortinet Inc (FTNT)

Contour Asset Management LLC initiated holding in Fortinet Inc. The purchase prices were between $43.83 and $54.68, with an estimated average price of $48.71. The stock is now traded at around $58.61. The impact to a portfolio due to this purchase was 1.84%. The holding were 666,910 shares as of 2018-03-31.

New Purchase: Telephone and Data Systems Inc (TDS)

Contour Asset Management LLC initiated holding in Telephone and Data Systems Inc. The purchase prices were between $24.3 and $29.41, with an estimated average price of $27.16. The stock is now traded at around $26.01. The impact to a portfolio due to this purchase was 0.92%. The holding were 634,978 shares as of 2018-03-31.

Added: Qorvo Inc (QRVO)

Contour Asset Management LLC added to a holding in Qorvo Inc by 59.52%. The purchase prices were between $66.06 and $86.39, with an estimated average price of $75.18. The stock is now traded at around $81.05. The impact to a portfolio due to this purchase was 3.46%. The holding were 2,555,526 shares as of 2018-03-31.

Added: Netflix Inc (NFLX)

Contour Asset Management LLC added to a holding in Netflix Inc by 977.14%. The purchase prices were between $201.07 and $331.44, with an estimated average price of $272.22. The stock is now traded at around $328.19. The impact to a portfolio due to this purchase was 2.03%. The holding were 147,471 shares as of 2018-03-31.

Added: Apple Inc (AAPL)

Contour Asset Management LLC added to a holding in Apple Inc by 25.92%. The purchase prices were between $155.15 and $181.72, with an estimated average price of $172.19. The stock is now traded at around $188.18. The impact to a portfolio due to this purchase was 0.63%. The holding were 351,976 shares as of 2018-03-31.

Sold Out: Zynga Inc (ZNGA)

Contour Asset Management LLC sold out a holding in Zynga Inc. The sale prices were between $3.31 and $4.02, with an estimated average price of $3.69.

Sold Out: Activision Blizzard Inc (ATVI)

Contour Asset Management LLC sold out a holding in Activision Blizzard Inc. The sale prices were between $64.31 and $78.22, with an estimated average price of $70.59.

Sold Out: Pegasystems Inc (PEGA)

Contour Asset Management LLC sold out a holding in Pegasystems Inc. The sale prices were between $46.5 and $62.85, with an estimated average price of $54.02.

Sold Out: LogMeIn Inc (LOGM)

Contour Asset Management LLC sold out a holding in LogMeIn Inc. The sale prices were between $111.65 and $133.8, with an estimated average price of $121.65.

Sold Out: NetApp Inc (NTAP)

Contour Asset Management LLC sold out a holding in NetApp Inc. The sale prices were between $55.57 and $65.26, with an estimated average price of $61.05.



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

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