Contour Asset Management as of Dec. 31, 2024
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trimble Navigation (TRMB) | 9.6 | $331M | 4.7M | 70.66 | |
| Block Cl A (XYZ) | 7.3 | $254M | 3.0M | 84.99 | |
| At&t (T) | 7.3 | $253M | 11M | 22.77 | |
| salesforce (CRM) | 6.3 | $216M | 647k | 334.33 | |
| Marvell Technology (MRVL) | 5.5 | $191M | 1.7M | 110.45 | |
| Six Flags Entertainment Corp (FUN) | 5.4 | $187M | 3.9M | 48.19 | |
| Workday Cl A (WDAY) | 5.3 | $184M | 711k | 258.03 | |
| Zillow Group Cl C Cap Stk (Z) | 5.3 | $183M | 2.5M | 74.05 | |
| Spotify Technology S A SHS (SPOT) | 4.5 | $156M | 349k | 447.38 | |
| Texas Instruments Incorporated (TXN) | 4.4 | $153M | 817k | 187.51 | |
| News Corp Cl A (NWSA) | 4.3 | $148M | 5.4M | 27.54 | |
| Global Payments (GPN) | 4.3 | $148M | 1.3M | 112.06 | |
| Global E Online SHS (GLBE) | 4.2 | $144M | 2.6M | 54.53 | |
| Amazon (AMZN) | 3.5 | $120M | 547k | 219.39 | |
| Autodesk (ADSK) | 2.9 | $102M | 344k | 295.57 | |
| Zoominfo Technologies Common Stock (GTM) | 2.9 | $101M | 9.6M | 10.51 | |
| Oracle Corporation (ORCL) | 2.6 | $89M | 533k | 166.64 | |
| Nutanix Cl A (NTNX) | 2.5 | $87M | 1.4M | 61.18 | |
| Pinterest Cl A (PINS) | 2.5 | $86M | 3.0M | 29.00 | |
| Carvana Cl A (CVNA) | 2.2 | $76M | 375k | 203.36 | |
| Mongodb Cl A (MDB) | 1.4 | $48M | 206k | 232.81 | |
| Draftkings Com Cl A (DKNG) | 1.2 | $41M | 1.1M | 37.20 | |
| Hashicorp Com Cl A | 1.1 | $39M | 1.1M | 34.21 | |
| Wayfair Cl A (W) | 1.1 | $37M | 836k | 44.32 | |
| Liberty Global Com Cl A (LBTYA) | 0.7 | $26M | 2.0M | 12.76 | |
| Upwork (UPWK) | 0.7 | $25M | 1.5M | 16.35 | |
| Dun & Bradstreet Hldgs | 0.5 | $17M | 1.4M | 12.46 | |
| Fiverr Intl Ord Shs (FVRR) | 0.5 | $16M | 513k | 31.73 |
