Contour Asset Management as of Dec. 31, 2020
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 39 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 10.4 | $284M | 2.2M | 129.80 | |
| News Corp Cl A (NWSA) | 7.5 | $203M | 11M | 17.97 | |
| Stitch Fix Com Cl A (SFIX) | 5.7 | $154M | 2.6M | 58.72 | |
| Workday Cl A (WDAY) | 4.7 | $128M | 533k | 239.61 | |
| Cornerstone Ondemand | 4.7 | $126M | 2.9M | 44.04 | |
| Etsy (ETSY) | 4.5 | $122M | 688k | 177.91 | |
| Nuance Communications | 4.3 | $117M | 2.7M | 44.09 | |
| NCR Corporation (VYX) | 3.9 | $107M | 2.8M | 37.57 | |
| Avaya Holdings Corp | 3.7 | $101M | 5.3M | 19.15 | |
| Marvell Technology Group Ord | 3.6 | $98M | 2.1M | 47.54 | |
| Amazon (AMZN) | 3.6 | $97M | 30k | 3256.92 | |
| Redfin Corp (RDFN) | 3.3 | $89M | 1.3M | 68.63 | |
| Cargurus Com Cl A (CARG) | 3.3 | $89M | 2.8M | 31.73 | |
| Trimble Navigation (TRMB) | 3.2 | $88M | 1.3M | 66.77 | |
| Qorvo (QRVO) | 3.1 | $83M | 499k | 166.27 | |
| Grubhub | 3.0 | $82M | 1.1M | 74.27 | |
| Ringcentral Cl A (RNG) | 2.8 | $76M | 200k | 378.97 | |
| Nortonlifelock (GEN) | 2.4 | $66M | 3.2M | 20.78 | |
| Advanced Micro Devices (AMD) | 2.3 | $61M | 670k | 91.71 | |
| New Relic | 2.2 | $61M | 929k | 65.40 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 2.0 | $55M | 296k | 184.10 | |
| Green Dot Corp Cl A (GDOT) | 2.0 | $54M | 972k | 55.80 | |
| Cirrus Logic (CRUS) | 1.9 | $52M | 631k | 82.20 | |
| Adt (ADT) | 1.9 | $51M | 6.5M | 7.85 | |
| Qualcomm (QCOM) | 1.6 | $43M | 285k | 152.34 | |
| Ceridian Hcm Hldg (DAY) | 1.5 | $41M | 382k | 106.56 | |
| Altice Usa Cl A (ATUS) | 1.3 | $36M | 957k | 37.87 | |
| stock | 1.2 | $34M | 198k | 169.89 | |
| Walt Disney Company (DIS) | 0.9 | $24M | 134k | 181.18 | |
| Echostar Corp Cl A (SATS) | 0.8 | $22M | 1.0M | 21.19 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $20M | 149k | 136.50 | |
| Duck Creek Technologies SHS | 0.5 | $13M | 293k | 43.30 | |
| Chewy Cl A (CHWY) | 0.4 | $12M | 135k | 89.89 | |
| 0.4 | $10M | 188k | 54.15 | ||
| Zynga Cl A | 0.4 | $10M | 1.0M | 9.87 | |
| CoreLogic | 0.2 | $5.9M | 77k | 77.32 | |
| Dish Network Corporation Cl A | 0.1 | $3.5M | 109k | 32.34 | |
| Netflix (NFLX) | 0.0 | $811k | 1.5k | 540.67 | |
| Doordash Cl A (DASH) | 0.0 | $714k | 5.0k | 142.80 |
