CAM
Contour Asset Management Portfolio holdings
AUM
$3.06B
This Quarter Return
+5.96%
1 Year Return
+28.67%
3 Year Return
+185.02%
5 Year Return
+199.75%
10 Year Return
+989.77%
AUM
$759M
AUM Growth
–
Cap. Flow
+$759M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.37%
Holding
41
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
T-Mobile US
TMUS
|
$72.9M |
| 2 |
Charter Communications
CHTR
|
$44.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$44M |
| 4 |
Booking.com
BKNG
|
$43.8M |
| 5 |
P
Pandora Media Inc
P
|
$42.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 45.43% |
| 2 | Technology | 20.7% |
| 3 | Consumer Discretionary | 5.77% |
| 4 | Energy | 3.31% |
| 5 | Consumer Staples | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Viavi Solutions
VIAV
$2.52B
| $9.35M | 0.65% |
+650,000
| New | +$9.35M |
|
27
Ribbon Communications
RBBN
$722M
| $7.47M | 0.52% |
+2,480,000
| New | +$7.47M |
|
|
BSFT
28
DELISTED
BroadSoft, Inc.
BSFT
| $4.14M | 0.29% |
+150,000
| New | +$4.14M |
|
|
ESI
29
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
| $2.75M | 0.19% |
+112,500
| New | +$2.75M |
|
|
N
30
DELISTED
Netsuite Inc
N
| $2.29M | 0.16% |
+25,000
| New | +$2.29M |
|
|
PLCM
31
DELISTED
POLYCOM INC
PLCM
| – | – |
0
| – | – |
|
|
FNSR
32
DELISTED
Finisar Corp
FNSR
| – | – |
0
| – | – |
|
33
Adobe
ADBE
$151B
| – | – |
0
| – | – |
|
34
BlackBerry
BB
$2.28B
| – | – |
0
| – | – |
|
35
Amdocs
DOX
$9.41B
| – | – |
0
| – | – |
|
36
Equinix
EQIX
$76.9B
| – | – |
0
| – | – |
|
37
Micron Technology
MU
$133B
| – | – |
0
| – | – |
|
38
Teradata
TDC
$1.98B
| – | – |
0
| – | – |
|
39
Texas Instruments
TXN
$184B
| – | – |
0
| – | – |
|
|
SNDK
40
DELISTED
SANDISK CORP
SNDK
| – | – |
0
| – | – |
|
|
DISH
41
DELISTED
DISH Network Corp.
DISH
| – | – |
0
| – | – |
|