Contour Asset Management as of Dec. 31, 2021
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 31 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corp Cl A (NWSA) | 9.8 | $271M | 12M | 22.31 | |
| Workday Cl A (WDAY) | 9.8 | $271M | 993k | 273.18 | |
| Zillow Group Cl C Cap Stk (Z) | 7.8 | $216M | 3.4M | 63.85 | |
| Cargurus Com Cl A (CARG) | 5.8 | $162M | 4.8M | 33.64 | |
| New Relic | 5.6 | $157M | 1.4M | 109.96 | |
| Zendesk | 5.4 | $150M | 1.4M | 104.29 | |
| Outfront Media (OUT) | 4.7 | $130M | 4.9M | 26.82 | |
| Avaya Holdings Corp | 4.4 | $123M | 6.2M | 19.80 | |
| Marvell Technology (MRVL) | 4.2 | $118M | 1.3M | 87.49 | |
| NCR Corporation (VYX) | 3.6 | $99M | 2.5M | 40.20 | |
| Qorvo (QRVO) | 3.3 | $93M | 596k | 156.39 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.1 | $86M | 7.6M | 11.39 | |
| 3.0 | $84M | 1.9M | 43.22 | ||
| Redfin Corp (RDFN) | 3.0 | $83M | 2.2M | 38.39 | |
| Anaplan | 2.9 | $81M | 1.8M | 45.85 | |
| Five9 (FIVN) | 2.8 | $79M | 574k | 137.32 | |
| stock | 2.8 | $79M | 680k | 115.72 | |
| Green Dot Corp Cl A (GDOT) | 2.6 | $73M | 2.0M | 36.24 | |
| Amazon (AMZN) | 2.4 | $68M | 20k | 3334.35 | |
| Dell Technologies CL C (DELL) | 2.4 | $68M | 1.2M | 56.17 | |
| Ceridian Hcm Hldg (DAY) | 2.1 | $58M | 553k | 104.46 | |
| Tripadvisor (TRIP) | 1.9 | $53M | 1.9M | 27.26 | |
| Dish Network Corporation Cl A | 1.7 | $47M | 1.5M | 32.44 | |
| Zscaler Incorporated (ZS) | 1.6 | $44M | 136k | 321.33 | |
| Toast Cl A (TOST) | 1.2 | $33M | 950k | 34.71 | |
| Walkme Ord Shs (WKME) | 0.6 | $17M | 839k | 19.63 | |
| Netflix (NFLX) | 0.4 | $11M | 19k | 602.46 | |
| Zynga Cl A | 0.3 | $9.7M | 1.5M | 6.40 | |
| Legalzoom (LZ) | 0.3 | $9.0M | 557k | 16.07 | |
| Xerox Holdings Corp Com New (XRX) | 0.2 | $6.1M | 270k | 22.64 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $2.7M | 15k | 183.94 |
