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Contour Asset Management LLC Buys CDK Global Inc, SVMK Inc, Viacom Inc, Sells Alphabet Inc, RealPage Inc, Bottomline Technologies Inc

New York, NY, based Investment company Contour Asset Management LLC buys CDK Global Inc, SVMK Inc, Viacom Inc, 8x8 Inc, Keysight Technologies Inc, Marvell Technology Group, Verint Systems Inc, Zillow Group Inc, LiveRamp Holdings Inc, The Walt Disney Co, Facebook Inc, Lyft Inc, Tenable Holdings Inc, sells Alphabet Inc, RealPage Inc, Bottomline Technologies Inc, Zayo Group Holdings Inc, Applied Materials Inc, Wayfair Inc, Activision Blizzard Inc, Altair Engineering Inc, Ellie Mae Inc, Cloudera Inc, Workday Inc, Lions Gate Entertainment Corp, Amazon.com Inc, GrubHub Inc, NVIDIA Corp, Broadcom Inc, CommVault Systems Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Contour Asset Management LLC. As of 2019Q1, Contour Asset Management LLC owns 31 stocks with a total value of $1.4 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 https://www.gurufocus.com/guru/contour+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Contour Asset Management LLC
  1. Zynga Inc (ZNGA) - 21,404,460 shares, 8.16% of the total portfolio. Shares added by 10.52%
  2. Ellie Mae Inc (ELLI) - 1,022,291 shares, 7.22% of the total portfolio. Shares reduced by 20.93%
  3. Marvell Technology Group Ltd (MRVL) - 5,027,975 shares, 7.16% of the total portfolio. Shares added by 54.73%
  4. Netflix Inc (NFLX) - 237,765 shares, 6.07% of the total portfolio. Shares reduced by 2.77%
  5. LiveRamp Holdings Inc (RAMP) - 1,505,479 shares, 5.88% of the total portfolio. Shares added by 38.86%
New Purchase: CDK Global Inc (CDK)

Contour Asset Management LLC initiated holding in CDK Global Inc. The purchase prices were between $47.57 and $58.82, with an estimated average price of $54.41. The stock is now traded at around $51.85. The impact to a portfolio due to this purchase was 5.7%. The holding were 1,353,951 shares as of .

New Purchase: SVMK Inc (SVMK)

Contour Asset Management LLC initiated holding in SVMK Inc. The purchase prices were between $11.72 and $18.21, with an estimated average price of $14.01. The stock is now traded at around $16.34. The impact to a portfolio due to this purchase was 4.06%. The holding were 3,112,670 shares as of .

New Purchase: Viacom Inc (VIAB)

Contour Asset Management LLC initiated holding in Viacom Inc. The purchase prices were between $25.34 and $30.33, with an estimated average price of $28.69. The stock is now traded at around $28.46. The impact to a portfolio due to this purchase was 3.8%. The holding were 1,890,705 shares as of .

New Purchase: 8x8 Inc (EGHT)

Contour Asset Management LLC initiated holding in 8x8 Inc. The purchase prices were between $17.49 and $20.86, with an estimated average price of $19.53. The stock is now traded at around $22.81. The impact to a portfolio due to this purchase was 3.73%. The holding were 2,580,389 shares as of .

New Purchase: Keysight Technologies Inc (KEYS)

Contour Asset Management LLC initiated holding in Keysight Technologies Inc. The purchase prices were between $58.32 and $87.53, with an estimated average price of $77.3. The stock is now traded at around $84.98. The impact to a portfolio due to this purchase was 3.21%. The holding were 514,860 shares as of .

New Purchase: Verint Systems Inc (VRNT)

Contour Asset Management LLC initiated holding in Verint Systems Inc. The purchase prices were between $40.65 and $59.86, with an estimated average price of $49.79. The stock is now traded at around $62.14. The impact to a portfolio due to this purchase was 2.11%. The holding were 493,205 shares as of .

Added: Marvell Technology Group Ltd (MRVL)

Contour Asset Management LLC added to a holding in Marvell Technology Group Ltd by 54.73%. The purchase prices were between $15.77 and $20.79, with an estimated average price of $18.63. The stock is now traded at around $22.99. The impact to a portfolio due to this purchase was 2.53%. The holding were 5,027,975 shares as of .

Added: Zillow Group Inc (Z)

Contour Asset Management LLC added to a holding in Zillow Group Inc by 71.96%. The purchase prices were between $29.92 and $44.28, with an estimated average price of $35.61. The stock is now traded at around $38.60. The impact to a portfolio due to this purchase was 1.81%. The holding were 1,737,660 shares as of .

Added: LiveRamp Holdings Inc (RAMP)

Contour Asset Management LLC added to a holding in LiveRamp Holdings Inc by 38.86%. The purchase prices were between $37.72 and $62.04, with an estimated average price of $49.35. The stock is now traded at around $57.25. The impact to a portfolio due to this purchase was 1.65%. The holding were 1,505,479 shares as of .

Added: The Walt Disney Co (DIS)

Contour Asset Management LLC added to a holding in The Walt Disney Co by 65.19%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $135.77. The impact to a portfolio due to this purchase was 1.6%. The holding were 509,156 shares as of .

Sold Out: Alphabet Inc (GOOG)

Contour Asset Management LLC sold out a holding in Alphabet Inc. The sale prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29.

Sold Out: Bottomline Technologies Inc (EPAY)

Contour Asset Management LLC sold out a holding in Bottomline Technologies Inc. The sale prices were between $42.21 and $51.65, with an estimated average price of $48.3.

Sold Out: Zayo Group Holdings Inc (ZAYO)

Contour Asset Management LLC sold out a holding in Zayo Group Holdings Inc. The sale prices were between $22.82 and $28.68, with an estimated average price of $26.47.

Sold Out: Applied Materials Inc (AMAT)

Contour Asset Management LLC sold out a holding in Applied Materials Inc. The sale prices were between $31.54 and $41.33, with an estimated average price of $37.87.

Sold Out: Activision Blizzard Inc (ATVI)

Contour Asset Management LLC sold out a holding in Activision Blizzard Inc. The sale prices were between $40.11 and $51.35, with an estimated average price of $45.26.

Sold Out: Workday Inc (WDAY)

Contour Asset Management LLC sold out a holding in Workday Inc. The sale prices were between $154.02 and $197.93, with an estimated average price of $181.52.



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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