Contour Asset Management as of March 31, 2024
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 10.5 | $269M | 2.1M | 125.61 | |
| Trimble Navigation (TRMB) | 9.0 | $231M | 3.6M | 64.36 | |
| Microsoft Corporation (MSFT) | 7.3 | $188M | 447k | 420.72 | |
| Amazon (AMZN) | 7.1 | $183M | 1.0M | 180.38 | |
| Zillow Group Cl C Cap Stk (Z) | 5.5 | $140M | 2.9M | 48.78 | |
| salesforce (CRM) | 5.2 | $132M | 438k | 301.18 | |
| Pinterest Cl A (PINS) | 5.1 | $132M | 3.8M | 34.67 | |
| Marvell Technology (MRVL) | 4.2 | $107M | 1.5M | 70.88 | |
| Block Cl A (XYZ) | 4.0 | $102M | 1.2M | 84.58 | |
| Broadcom (AVGO) | 3.7 | $94M | 71k | 1325.41 | |
| Spotify Technology S A SHS (SPOT) | 3.5 | $91M | 344k | 263.90 | |
| Comcast Corp Cl A (CMCSA) | 3.5 | $90M | 2.1M | 43.35 | |
| Qorvo (QRVO) | 3.5 | $89M | 771k | 114.83 | |
| News Corp Cl A (NWSA) | 3.3 | $86M | 3.3M | 26.18 | |
| Mongodb Cl A (MDB) | 3.2 | $82M | 229k | 358.64 | |
| Global E Online SHS (GLBE) | 2.8 | $72M | 2.0M | 36.35 | |
| Wayfair Cl A (W) | 2.7 | $69M | 1.0M | 67.88 | |
| NVIDIA Corporation (NVDA) | 2.5 | $64M | 71k | 903.56 | |
| Cyberark Software SHS (CYBR) | 2.5 | $64M | 241k | 265.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $49M | 360k | 136.05 | |
| Carvana Cl A (CVNA) | 1.6 | $41M | 462k | 87.91 | |
| Semtech Corporation (SMTC) | 1.6 | $40M | 1.5M | 27.49 | |
| Tko Group Holdings Cl A (TKO) | 1.6 | $40M | 463k | 86.41 | |
| Hashicorp Com Cl A | 1.4 | $36M | 1.3M | 26.95 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.3 | $34M | 515k | 65.60 | |
| Unity Software (U) | 1.0 | $26M | 958k | 26.70 | |
| Teradata Corporation (TDC) | 0.5 | $12M | 305k | 38.67 |
