Contour Asset Management as of Sept. 30, 2022
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Relic | 8.9 | $110M | 1.9M | 57.38 | |
| Five9 (FIVN) | 8.1 | $101M | 1.3M | 74.98 | |
| Fiserv (FI) | 6.7 | $83M | 891k | 93.57 | |
| Marvell Technology (MRVL) | 6.7 | $83M | 1.9M | 42.91 | |
| Paypal Holdings (PYPL) | 6.4 | $80M | 926k | 86.07 | |
| Metropcs Communications (TMUS) | 5.7 | $72M | 534k | 134.17 | |
| Visa Com Cl A (V) | 5.7 | $71M | 401k | 177.65 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 5.6 | $70M | 7.7M | 9.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $64M | 664k | 95.65 | |
| Workday Cl A (WDAY) | 4.4 | $55M | 361k | 152.22 | |
| Intuit (INTU) | 3.7 | $46M | 118k | 387.32 | |
| Netflix (NFLX) | 3.4 | $43M | 181k | 235.44 | |
| Nice Sponsored Adr (NICE) | 3.3 | $42M | 220k | 188.24 | |
| News Corp Cl A (NWSA) | 3.2 | $40M | 2.6M | 15.11 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.0 | $38M | 1.6M | 23.21 | |
| Amazon (AMZN) | 2.9 | $37M | 325k | 113.00 | |
| Zendesk | 2.5 | $31M | 406k | 76.10 | |
| Toast Cl A (TOST) | 2.3 | $29M | 1.7M | 16.72 | |
| Cargurus Com Cl A (CARG) | 2.3 | $28M | 2.0M | 14.17 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.2 | $28M | 519k | 53.23 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $27M | 929k | 29.33 | |
| Pinterest Cl A (PINS) | 2.1 | $26M | 1.1M | 23.30 | |
| Tripadvisor (TRIP) | 2.0 | $25M | 1.1M | 22.08 | |
| Momentive Global | 1.0 | $13M | 2.2M | 5.81 | |
| Zillow Group Cl C Cap Stk (Z) | 0.6 | $7.9M | 276k | 28.61 |
