Contour Asset Management as of Dec. 31, 2023
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 9.5 | $231M | 2.2M | 105.43 | |
| Trimble Navigation (TRMB) | 7.6 | $185M | 3.5M | 53.20 | |
| Microsoft Corporation (MSFT) | 7.5 | $182M | 484k | 376.04 | |
| Netflix (NFLX) | 7.1 | $173M | 354k | 486.88 | |
| Pinterest Cl A (PINS) | 7.0 | $169M | 4.6M | 37.04 | |
| Unity Software (U) | 6.9 | $167M | 4.1M | 40.89 | |
| Zillow Group Cl C Cap Stk (Z) | 6.9 | $167M | 2.9M | 57.86 | |
| Meta Platforms Cl A (META) | 5.9 | $142M | 401k | 353.96 | |
| Amazon (AMZN) | 5.8 | $141M | 926k | 151.94 | |
| Spotify Technology S A SHS (SPOT) | 5.4 | $130M | 692k | 187.91 | |
| Broadcom (AVGO) | 4.8 | $116M | 104k | 1116.25 | |
| News Corp Cl A (NWSA) | 3.5 | $85M | 3.4M | 24.55 | |
| Marvell Technology (MRVL) | 3.1 | $74M | 1.2M | 60.31 | |
| Intuit (INTU) | 3.0 | $73M | 117k | 625.03 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $69M | 115k | 596.60 | |
| Mongodb Cl A (MDB) | 2.5 | $61M | 150k | 408.85 | |
| Global E Online SHS (GLBE) | 2.4 | $58M | 1.5M | 39.63 | |
| Bill Com Holdings Ord (BILL) | 2.0 | $50M | 607k | 81.59 | |
| Cyberark Software SHS (CYBR) | 2.0 | $49M | 222k | 219.05 | |
| Applovin Corp Com Cl A (APP) | 1.6 | $38M | 950k | 39.85 | |
| Semtech Corporation (SMTC) | 1.3 | $32M | 1.5M | 21.91 | |
| Hashicorp Com Cl A (HCP) | 0.9 | $21M | 898k | 23.64 | |
| Cognex Corporation (CGNX) | 0.5 | $12M | 274k | 41.74 |
