Contour Asset Management as of Dec. 31, 2022
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 7.9 | $128M | 434k | 294.88 | |
| Oracle Corporation (ORCL) | 7.8 | $127M | 1.5M | 81.74 | |
| Workday Cl A (WDAY) | 7.0 | $114M | 681k | 167.33 | |
| Meta Platforms Cl A (META) | 6.9 | $112M | 930k | 120.34 | |
| Twilio Cl A (TWLO) | 6.5 | $105M | 2.1M | 48.96 | |
| New Relic | 5.8 | $94M | 1.7M | 56.45 | |
| Five9 (FIVN) | 5.3 | $85M | 1.3M | 67.86 | |
| News Corp Cl A (NWSA) | 5.1 | $83M | 4.5M | 18.20 | |
| Paypal Holdings (PYPL) | 4.5 | $73M | 1.0M | 71.22 | |
| Block Cl A (SQ) | 4.3 | $69M | 1.1M | 62.84 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.7 | $60M | 6.9M | 8.70 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.5 | $57M | 105k | 546.40 | |
| Fiserv (FI) | 3.5 | $57M | 565k | 101.07 | |
| Zillow Group Cl C Cap Stk (Z) | 3.5 | $56M | 1.7M | 32.21 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.4 | $55M | 1.6M | 35.02 | |
| Marvell Technology (MRVL) | 3.1 | $51M | 1.4M | 37.04 | |
| Amazon (AMZN) | 3.1 | $50M | 595k | 84.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $50M | 564k | 88.23 | |
| Chewy Cl A (CHWY) | 3.0 | $49M | 1.3M | 37.08 | |
| Mongodb Cl A (MDB) | 2.1 | $34M | 171k | 196.84 | |
| Okta Cl A (OKTA) | 1.8 | $29M | 428k | 68.33 | |
| Skyworks Solutions (SWKS) | 1.8 | $29M | 320k | 91.13 | |
| Tripadvisor (TRIP) | 1.3 | $21M | 1.1M | 17.98 | |
| Cargurus Com Cl A (CARG) | 0.7 | $12M | 868k | 14.01 | |
| Momentive Global | 0.7 | $12M | 1.7M | 7.00 | |
| Workiva Com Cl A (WK) | 0.7 | $12M | 140k | 83.97 |
