Contour Asset Management as of March 31, 2023
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 10.4 | $181M | 852k | 211.94 | |
| Netflix (NFLX) | 9.4 | $164M | 475k | 345.48 | |
| Walt Disney Company (DIS) | 8.3 | $145M | 1.5M | 100.13 | |
| Oracle Corporation (ORCL) | 8.2 | $142M | 1.5M | 92.92 | |
| Zillow Group Cl C Cap Stk (Z) | 5.7 | $100M | 2.2M | 44.47 | |
| Skyworks Solutions (SWKS) | 5.7 | $100M | 844k | 117.98 | |
| Spotify Technology S A SHS (SPOT) | 5.5 | $97M | 723k | 133.62 | |
| New Relic | 5.4 | $94M | 1.2M | 75.29 | |
| Amazon (AMZN) | 5.2 | $90M | 874k | 103.29 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.0 | $87M | 127k | 680.71 | |
| News Corp Cl A (NWSA) | 4.7 | $81M | 4.7M | 17.27 | |
| Microsoft Corporation (MSFT) | 4.6 | $79M | 275k | 288.30 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.9 | $68M | 7.6M | 8.97 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.8 | $66M | 4.4M | 15.10 | |
| Trimble Navigation (TRMB) | 3.5 | $61M | 1.2M | 52.42 | |
| Mongodb Cl A (MDB) | 3.3 | $57M | 244k | 233.12 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.7 | $47M | 1.4M | 33.37 | |
| Marvell Technology (MRVL) | 2.1 | $37M | 854k | 43.30 | |
| Chewy Cl A (CHWY) | 1.8 | $31M | 839k | 37.38 | |
| Workday Cl A (WDAY) | 0.6 | $11M | 53k | 206.54 | |
| Roku Com Cl A (ROKU) | 0.3 | $5.9M | 89k | 65.82 |
