Contour Asset Management as of Sept. 30, 2024
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trimble Navigation (TRMB) | 9.2 | $278M | 4.5M | 62.09 | |
| Oracle Corporation (ORCL) | 6.6 | $201M | 1.2M | 170.40 | |
| At&t (T) | 6.4 | $194M | 8.8M | 22.00 | |
| Block Cl A (XYZ) | 6.1 | $186M | 2.8M | 67.13 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $180M | 2.8M | 63.85 | |
| salesforce (CRM) | 5.8 | $175M | 639k | 273.71 | |
| Marvell Technology (MRVL) | 5.3 | $162M | 2.2M | 72.12 | |
| Amazon (AMZN) | 4.5 | $136M | 730k | 186.33 | |
| Spotify Technology S A SHS (SPOT) | 4.4 | $134M | 364k | 368.53 | |
| Autodesk (ADSK) | 4.3 | $129M | 469k | 275.48 | |
| Zoominfo Technologies Common Stock (GTM) | 4.0 | $122M | 12M | 10.32 | |
| Carvana Cl A (CVNA) | 4.0 | $121M | 692k | 174.11 | |
| News Corp Cl A (NWSA) | 3.9 | $118M | 4.4M | 26.63 | |
| Broadcom (AVGO) | 3.2 | $98M | 567k | 172.50 | |
| Hp (HPQ) | 3.2 | $96M | 2.7M | 35.87 | |
| Global E Online SHS (GLBE) | 3.1 | $93M | 2.4M | 38.44 | |
| Cyberark Software SHS (CYBR) | 2.4 | $73M | 251k | 291.61 | |
| Microsoft Corporation (MSFT) | 2.3 | $69M | 160k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $65M | 389k | 165.85 | |
| Verizon Communications (VZ) | 2.0 | $62M | 1.4M | 44.91 | |
| Qorvo (QRVO) | 1.9 | $57M | 547k | 103.30 | |
| Mongodb Cl A (MDB) | 1.6 | $50M | 185k | 270.35 | |
| Hubspot (HUBS) | 1.6 | $47M | 88k | 531.60 | |
| Paypal Holdings (PYPL) | 1.5 | $45M | 581k | 78.03 | |
| Wayfair Cl A (W) | 1.3 | $40M | 704k | 56.18 | |
| Hashicorp Com Cl A | 1.3 | $39M | 1.2M | 33.86 | |
| Bloom Energy Corp Com Cl A (BE) | 1.0 | $31M | 3.0M | 10.56 | |
| Rocket Cos Com Cl A (RKT) | 0.9 | $29M | 1.5M | 19.19 |
