Contour Asset Management’s Yelp YELP Stock Holding History

Contour Asset Management’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-616,780	Closed	-$42.5M	–	53
2013 Q4	$42.5M	Sell	616,780 -83,220	-12%	-$5.51M	2.35%	18
2013 Q3	$46.3M	Sell	700,000 -385,000	-35%	-$19.7M	2.58%	14
2013 Q2	$37.7M	Buy	+1,085,000	New	+$31.1M	2.63%	12

Other funds holding YELP

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Contour Asset Management's YELP Position: Q1 2014 in Review

Contour Asset Management sold out of Yelp (YELP) in Q1 2014, closing a stake of 616,780 shares — an estimated $42.5M sold.

Contour Asset Management first reported a position in YELP in Q2 2013 and held it in 3 quarters. The position peaked at $46.3M in Q3 2013. 240 funds tracked by Wall St. Rank hold YELP as of Q1 2014.

Contour Asset Management reported no remaining Yelp position as of Q1 2014 after selling out during the quarter.
Contour Asset Management sold 616,780 Yelp shares in Q1 2014, an estimated $42.5M.
Contour Asset Management first reported a position in Yelp in Q2 2013 and held it in 3 quarters.
Contour Asset Management's Yelp position peaked at $46.3M in Q3 2013.
240 funds tracked by Wall St. Rank held Yelp as of Q1 2014.

Based on Contour Asset Management's 13F filing for Q1 2014, filed 15 May 2014.