Contour Asset Management LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$1.9T
Holdings
28
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 1,137,571 | $147.5B | 7.87% | |
| 2 | NWSANEWS CORP NEW | 5,379,189 | $136.8B | 7.30% | |
| 3 | —CORNERSTONE ONDEMAND INC | 3,022,924 | $131.7B | 7.03% | |
| 4 | DAYCERIDIAN HCM HLDG INC | 1,513,299 | $127.5B | 6.80% | |
| 5 | TWTRUSDTWITTER INC | 1,947,959 | $123.9B | 6.61% | |
| 6 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,485,154 | $121.7B | 6.49% | |
| 7 | TRIPTRIPADVISOR INC | 1,982,897 | $106.7B | 5.69% | |
| 8 | VYXNCR CORP NEW | 2,690,912 | $102.1B | 5.45% | |
| 9 | TRMBTRIMBLE INC | 1,163,715 | $90.5B | 4.83% | |
| 10 | AVYAUSDAVAYA HLDGS CORP | 3,160,161 | $88.6B | 4.72% | |
| 11 | CRUSCIRRUS LOGIC INC | 1,037,843 | $88.0B | 4.69% | |
| 12 | RDFNREDFIN CORP | 1,121,938 | $74.7B | 3.98% | |
| 13 | NEWREURNEW RELIC INC | 1,184,740 | $72.8B | 3.88% | |
| 14 | CARGCARGURUS INC | 3,016,380 | $71.9B | 3.83% | |
| 15 | QRVOQORVO INC | 369,799 | $67.6B | 3.60% | |
| 16 | GDOTGREEN DOT CORP | 1,451,820 | $66.5B | 3.55% | |
| 17 | WDAYWORKDAY INC | 247,719 | $61.5B | 3.28% | |
| 18 | ADBEADOBE SYSTEMS INCORPORATED | 122,144 | $58.1B | 3.10% | |
| 19 | BOXBOX INC | 1,245,583 | $28.6B | 1.53% | |
| 20 | ZSZSCALER INC | 146,158 | $25.1B | 1.34% | |
| 21 | BILLBILL COM HLDGS INC | 147,420 | $21.4B | 1.14% | |
| 22 | ADTADT INC DEL | 2,400,423 | $20.3B | 1.08% | |
| 23 | SFIXSTITCH FIX INC | 292,101 | $14.5B | 0.77% | |
| 24 | DISHDISH NETWORK CORPORATION | 223,360 | $8.1B | 0.43% | |
| 25 | NFLXNETFLIX INC | 12,298 | $6.4B | 0.34% | |
| 26 | SATSECHOSTAR CORP | 199,572 | $4.8B | 0.26% | |
| 27 | ZNGAEURZYNGA INC | 453,697 | $4.6B | 0.25% | |
| 28 | DASHDOORDASH INC | 22,889 | $3.0B | 0.16% |