Contour Asset Management as of June 30, 2021
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 26 positions in its portfolio as reported in 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 | 7.0M | 25.77 | |
| Zillow Group Cl C Cap Stk (Z) | 8.1 | $179M | 1.5M | 122.22 | |
| Cornerstone Ondemand | 6.3 | $138M | 2.7M | 51.58 | |
| Marvell Technology (MRVL) | 6.2 | $137M | 2.4M | 58.33 | |
| NCR Corporation (VYX) | 5.7 | $126M | 2.8M | 45.61 | |
| Outfront Media (OUT) | 5.4 | $118M | 4.9M | 24.03 | |
| Ceridian Hcm Hldg (DAY) | 4.9 | $108M | 1.1M | 95.92 | |
| New Relic | 4.8 | $107M | 1.6M | 66.97 | |
| Workday Cl A (WDAY) | 4.6 | $101M | 421k | 238.74 | |
| Redfin Corp (RDFN) | 4.4 | $98M | 1.5M | 63.41 | |
| Cargurus Com Cl A (CARG) | 4.0 | $88M | 3.4M | 26.23 | |
| Qorvo (QRVO) | 3.9 | $86M | 437k | 195.65 | |
| Trimble Navigation (TRMB) | 3.8 | $84M | 1.0M | 81.83 | |
| Cirrus Logic (CRUS) | 3.8 | $84M | 986k | 85.12 | |
| Dish Network Corporation Cl A | 3.8 | $83M | 2.0M | 41.80 | |
| 3.7 | $83M | 1.2M | 68.81 | ||
| Avaya Holdings Corp | 3.7 | $82M | 3.1M | 26.90 | |
| Zscaler Incorporated (ZS) | 3.6 | $79M | 366k | 216.06 | |
| Green Dot Corp Cl A (GDOT) | 3.2 | $70M | 1.5M | 46.85 | |
| Zoom Video Communications In Cl A (ZM) | 2.4 | $54M | 139k | 387.03 | |
| Tripadvisor (TRIP) | 2.0 | $43M | 1.1M | 40.30 | |
| Upwork (UPWK) | 2.0 | $43M | 742k | 58.29 | |
| Walkme Ord Shs (WKME) | 1.0 | $23M | 784k | 29.26 | |
| Amazon (AMZN) | 0.2 | $5.0M | 1.5k | 3440.41 | |
| Ncino | 0.2 | $4.5M | 75k | 59.92 | |
| Zynga Cl A | 0.1 | $2.9M | 277k | 10.63 |
