Contour Asset Management as of June 30, 2024
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 9.4 | $279M | 2.0M | 141.20 | |
| Trimble Navigation (TRMB) | 7.5 | $223M | 4.0M | 55.92 | |
| At&t (T) | 7.1 | $210M | 11M | 19.11 | |
| Amazon (AMZN) | 6.2 | $182M | 943k | 193.25 | |
| Block Cl A (XYZ) | 5.5 | $164M | 2.5M | 64.49 | |
| Microsoft Corporation (MSFT) | 5.4 | $159M | 355k | 446.95 | |
| Zillow Group Cl C Cap Stk (Z) | 4.4 | $129M | 2.8M | 46.39 | |
| Marvell Technology (MRVL) | 4.1 | $121M | 1.7M | 69.90 | |
| Apple (AAPL) | 3.9 | $115M | 546k | 210.62 | |
| Spotify Technology S A SHS (SPOT) | 3.7 | $109M | 347k | 313.79 | |
| Carvana Cl A (CVNA) | 3.5 | $103M | 796k | 128.72 | |
| Autodesk (ADSK) | 3.3 | $98M | 397k | 247.45 | |
| Global E Online SHS (GLBE) | 3.3 | $97M | 2.7M | 36.27 | |
| Pinterest Cl A (PINS) | 2.9 | $87M | 2.0M | 44.07 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $86M | 2.2M | 39.16 | |
| Cyberark Software SHS (CYBR) | 2.8 | $84M | 306k | 273.42 | |
| News Corp Cl A (NWSA) | 2.7 | $79M | 2.8M | 27.57 | |
| Wayfair Cl A (W) | 2.6 | $77M | 1.5M | 52.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $71M | 390k | 182.15 | |
| Broadcom (AVGO) | 2.4 | $70M | 44k | 1605.53 | |
| Shopify Cl A (SHOP) | 2.4 | $70M | 1.1M | 66.05 | |
| Qorvo (QRVO) | 2.2 | $66M | 566k | 116.04 | |
| Ceridian Hcm Hldg (DAY) | 2.0 | $59M | 1.2M | 49.60 | |
| Mongodb Cl A (MDB) | 2.0 | $58M | 232k | 249.96 | |
| NVIDIA Corporation (NVDA) | 1.5 | $43M | 350k | 123.54 | |
| Hashicorp Com Cl A | 1.3 | $39M | 1.2M | 33.69 | |
| Bloom Energy Corp Com Cl A (BE) | 1.2 | $36M | 3.0M | 12.24 | |
| Grab Holdings Class A Ord (GRAB) | 0.9 | $26M | 7.4M | 3.55 | |
| On Hldg Namen Akt A (ONON) | 0.7 | $22M | 572k | 38.80 |
