Contour Asset Management as of March 31, 2021
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zillow Group Cl C Cap Stk (Z) | 7.9 | $148M | 1.1M | 129.64 | |
| News Corp Cl A (NWSA) | 7.3 | $137M | 5.4M | 25.43 | |
| Cornerstone Ondemand | 7.0 | $132M | 3.0M | 43.58 | |
| Ceridian Hcm Hldg (DAY) | 6.8 | $128M | 1.5M | 84.27 | |
| 6.6 | $124M | 1.9M | 63.63 | ||
| Marvell Technology Group Ord | 6.5 | $122M | 2.5M | 48.98 | |
| Tripadvisor (TRIP) | 5.7 | $107M | 2.0M | 53.79 | |
| NCR Corporation (VYX) | 5.4 | $102M | 2.7M | 37.95 | |
| Trimble Navigation (TRMB) | 4.8 | $91M | 1.2M | 77.79 | |
| Avaya Holdings Corp | 4.7 | $89M | 3.2M | 28.03 | |
| Cirrus Logic (CRUS) | 4.7 | $88M | 1.0M | 84.79 | |
| Redfin Corp (RDFN) | 4.0 | $75M | 1.1M | 66.59 | |
| New Relic | 3.9 | $73M | 1.2M | 61.48 | |
| Cargurus Com Cl A (CARG) | 3.8 | $72M | 3.0M | 23.83 | |
| Qorvo (QRVO) | 3.6 | $68M | 370k | 182.70 | |
| Green Dot Corp Cl A (GDOT) | 3.5 | $67M | 1.5M | 45.79 | |
| Workday Cl A (WDAY) | 3.3 | $62M | 248k | 248.43 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $58M | 122k | 475.37 | |
| Box Cl A (BOX) | 1.5 | $29M | 1.2M | 22.96 | |
| Zscaler Incorporated (ZS) | 1.3 | $25M | 146k | 171.67 | |
| Bill Com Holdings Ord (BILL) | 1.1 | $21M | 147k | 145.50 | |
| Adt (ADT) | 1.1 | $20M | 2.4M | 8.44 | |
| Stitch Fix Com Cl A (SFIX) | 0.8 | $15M | 292k | 49.54 | |
| Dish Network Corporation Cl A | 0.4 | $8.1M | 223k | 36.20 | |
| Netflix (NFLX) | 0.3 | $6.4M | 12k | 521.63 | |
| Echostar Corp Cl A (SATS) | 0.3 | $4.8M | 200k | 24.00 | |
| Zynga Cl A | 0.2 | $4.6M | 454k | 10.21 | |
| Doordash Cl A (DASH) | 0.2 | $3.0M | 23k | 131.11 |
