Contour Asset Management

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

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Portfolio Holdings for Contour Asset Management

Companies in the Contour Asset Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corp Cl A (NWSA) 8.1 $180M +29% 7.0M 25.77
Zillow Group Cl C Cap Stk (Z) 8.1 $179M +29% 1.5M 122.22
Cornerstone Ondemand (CSOD) 6.3 $138M -11% 2.7M 51.58
Marvell Technology (MRVL) 6.2 $137M NEW 2.4M 58.33
NCR Corporation (NCR) 5.7 $126M +2% 2.8M 45.61
Outfront Media (OUT) 5.4 $118M NEW 4.9M 24.03
Ceridian Hcm Hldg (CDAY) 4.9 $108M -25% 1.1M 95.92
New Relic (NEWR) 4.8 $107M +34% 1.6M 66.97
Workday Cl A (WDAY) 4.6 $101M +69% 421k 238.74
Redfin Corp (RDFN) 4.4 $98M +36% 1.5M 63.41
Cargurus Com Cl A (CARG) 4.0 $88M +11% 3.4M 26.23
Qorvo (QRVO) 3.9 $86M +18% 437k 195.65
Trimble Navigation (TRMB) 3.8 $84M -11% 1.0M 81.83
Cirrus Logic (CRUS) 3.8 $84M -5% 986k 85.12
Dish Network Corporation Cl A (DISH) 3.8 $83M +791% 2.0M 41.80
Twitter (TWTR) 3.7 $83M -38% 1.2M 68.81
Avaya Holdings Corp (AVYA) 3.7 $82M -3% 3.1M 26.90
Zscaler Incorporated (ZS) 3.6 $79M +150% 366k 216.06
Green Dot Corp Cl A (GDOT) 3.2 $70M +3% 1.5M 46.85
Zoom Video Communications In Cl A (ZM) 2.4 $54M NEW 139k 387.03
Tripadvisor (TRIP) 2.0 $43M -45% 1.1M 40.30
Upwork (UPWK) 2.0 $43M NEW 742k 58.29
Walkme Ord Shs (WKME) 1.0 $23M NEW 784k 29.26
Amazon (AMZN) 0.2 $5.0M NEW 1.5k 3440.41
Ncino (NCNO) 0.2 $4.5M NEW 75k 59.92
Zynga Cl A (ZNGA) 0.1 $2.9M -38% 277k 10.63

Past Filings by Contour Asset Management

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

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