Contour Asset Management as of March 31, 2022
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 31 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corp Cl A (NWSA) | 6.5 | $160M | 7.2M | 22.15 | |
| New Relic | 6.1 | $151M | 2.3M | 66.88 | |
| Outfront Media (OUT) | 6.0 | $149M | 5.2M | 28.43 | |
| Cargurus Com Cl A (CARG) | 5.6 | $137M | 3.2M | 42.46 | |
| Workday Cl A (WDAY) | 5.1 | $127M | 529k | 239.46 | |
| Zillow Group Cl C Cap Stk (Z) | 5.0 | $123M | 2.5M | 49.29 | |
| Five9 (FIVN) | 4.9 | $121M | 1.1M | 110.40 | |
| Amazon (AMZN) | 4.0 | $98M | 30k | 3259.94 | |
| Booking Holdings (BKNG) | 3.9 | $97M | 41k | 2348.45 | |
| Marvell Technology (MRVL) | 3.9 | $95M | 1.3M | 71.71 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.8 | $93M | 8.5M | 11.04 | |
| Tripadvisor (TRIP) | 3.6 | $89M | 3.3M | 27.12 | |
| Toast Cl A (TOST) | 3.5 | $87M | 4.0M | 21.73 | |
| Avaya Holdings Corp | 3.5 | $86M | 6.8M | 12.67 | |
| Zendesk | 3.2 | $80M | 664k | 120.29 | |
| Smartsheet Com Cl A (SMAR) | 3.1 | $76M | 1.4M | 54.78 | |
| Block Cl A (SQ) | 2.9 | $73M | 536k | 135.60 | |
| Qorvo (QRVO) | 2.9 | $71M | 571k | 124.10 | |
| Dish Network Corporation Cl A | 2.8 | $70M | 2.2M | 31.65 | |
| 2.7 | $66M | 1.7M | 38.69 | ||
| Visa Com Cl A (V) | 2.5 | $62M | 278k | 221.77 | |
| Momentive Global | 2.5 | $61M | 3.7M | 16.26 | |
| Dell Technologies CL C (DELL) | 2.3 | $58M | 1.1M | 50.19 | |
| Redfin Corp (RDFN) | 2.3 | $57M | 3.1M | 18.04 | |
| Green Dot Corp Cl A (GDOT) | 2.1 | $52M | 1.9M | 27.48 | |
| Coupa Software | 2.0 | $49M | 478k | 101.63 | |
| stock | 1.1 | $28M | 186k | 148.61 | |
| Walkme Ord Shs (WKME) | 0.6 | $16M | 1.0M | 15.09 | |
| Zynga Cl A | 0.6 | $14M | 1.5M | 9.24 | |
| Netflix (NFLX) | 0.5 | $11M | 30k | 374.59 | |
| Legalzoom (LZ) | 0.4 | $9.3M | 660k | 14.14 |
