Contour Asset Management

Latest statistics and disclosures from Contour Asset Management's latest quarterly 13F-HR filing:

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Positions held by Contour Asset Management consolidated in one spreadsheet with up to 7 years of data

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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 +41% 2.2M 105.43
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Trimble Navigation (TRMB) 7.6 $185M +14% 3.5M 53.20
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Microsoft Corporation (MSFT) 7.5 $182M +2% 484k 376.04
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Netflix (NFLX) 7.1 $173M 354k 486.88
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Pinterest Cl A (PINS) 7.0 $169M +79% 4.6M 37.04
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Unity Software (U) 6.9 $167M +77% 4.1M 40.89
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Zillow Group Cl C Cap Stk (Z) 6.9 $167M -16% 2.9M 57.86
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Meta Platforms Cl A (META) 5.9 $142M 401k 353.96
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Amazon (AMZN) 5.8 $141M 926k 151.94
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Spotify Technology S A SHS (SPOT) 5.4 $130M -21% 692k 187.91
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Broadcom (AVGO) 4.8 $116M +7% 104k 1116.25
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News Corp Cl A (NWSA) 3.5 $85M +97% 3.4M 24.55
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Marvell Technology (MRVL) 3.1 $74M -4% 1.2M 60.31
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Intuit (INTU) 3.0 $73M NEW 117k 625.03
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Adobe Systems Incorporated (ADBE) 2.8 $69M 115k 596.60
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Mongodb Cl A (MDB) 2.5 $61M -10% 150k 408.85
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Global E Online SHS (GLBE) 2.4 $58M NEW 1.5M 39.63
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Bill Com Holdings Ord (BILL) 2.0 $50M NEW 607k 81.59
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Cyberark Software SHS (CYBR) 2.0 $49M NEW 222k 219.05
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Applovin Corp Com Cl A (APP) 1.6 $38M +104% 950k 39.85
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Semtech Corporation (SMTC) 1.3 $32M +2% 1.5M 21.91
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Hashicorp Com Cl A (HCP) 0.9 $21M NEW 898k 23.64
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Cognex Corporation (CGNX) 0.5 $12M NEW 274k 41.74
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Past Filings by Contour Asset Management

SEC 13F filings are viewable for Contour Asset Management going back to 2010

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