- New Purchases: CDK, SVMK, VIAB, EGHT, KEYS, VRNT, FB, LYFT, TENB,
- Added Positions: MRVL, Z, RAMP, DIS, ZNGA, SYMC,
- Reduced Positions: RP, W, ALTR, ELLI, CLDR, LGF.B, ADSK, QRVO, NTNX, NFLX, AMZN,
- Sold Out: GOOG, EPAY, ZAYO, AMAT, ATVI, WDAY, GRUB, NVDA, AVGO, CVLT,
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- Zynga Inc (ZNGA) - 21,404,460 shares, 8.16% of the total portfolio. Shares added by 10.52%
- Ellie Mae Inc (ELLI) - 1,022,291 shares, 7.22% of the total portfolio. Shares reduced by 20.93%
- Marvell Technology Group Ltd (MRVL) - 5,027,975 shares, 7.16% of the total portfolio. Shares added by 54.73%
- Netflix Inc (NFLX) - 237,765 shares, 6.07% of the total portfolio. Shares reduced by 2.77%
- LiveRamp Holdings Inc (RAMP) - 1,505,479 shares, 5.88% of the total portfolio. Shares added by 38.86%
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.
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