Contour Asset Management LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.5T
Holdings
31
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NWSANEWS CORP NEW | 7,220,183 | $159.9B | 6.49% | |
| 2 | NEWREURNEW RELIC INC | 2,262,262 | $151.3B | 6.14% | |
| 3 | OUTOUTFRONT MEDIA INC | 5,222,119 | $148.5B | 6.03% | |
| 4 | CARGCARGURUS INC | 3,226,557 | $137.0B | 5.56% | |
| 5 | WDAYWORKDAY INC | 528,967 | $126.7B | 5.14% | |
| 6 | ZZILLOW GROUP INC | 2,503,029 | $123.4B | 5.01% | |
| 7 | FIVNFIVE9 INC | 1,093,610 | $120.7B | 4.90% | |
| 8 | AMZNAMAZON COM INC | 30,095 | $98.1B | 3.98% | |
| 9 | BKNGBOOKING HOLDINGS INC | 41,366 | $97.1B | 3.94% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 1,329,863 | $95.4B | 3.87% | |
| 11 | CCCCCC INTELLIGENT SOLUTIONS HL | 8,453,298 | $93.3B | 3.79% | |
| 12 | TRIPTRIPADVISOR INC | 3,290,080 | $89.2B | 3.62% | |
| 13 | TOSTTOAST INC | 3,998,084 | $86.9B | 3.53% | |
| 14 | AVYAUSDAVAYA HLDGS CORP | 6,809,000 | $86.3B | 3.50% | |
| 15 | ZEN1EURZENDESK INC | 664,023 | $79.9B | 3.24% | |
| 16 | SMARGBPSMARTSHEET INC | 1,386,813 | $76.0B | 3.08% | |
| 17 | XYZBLOCK INC | 535,509 | $72.6B | 2.95% | |
| 18 | QRVOQORVO INC | 571,229 | $70.9B | 2.88% | |
| 19 | DISHDISH NETWORK CORPORATION | 2,201,000 | $69.7B | 2.83% | |
| 20 | TWTRUSDTWITTER INC | 1,693,436 | $65.5B | 2.66% | |
| 21 | VVISA INC | 278,000 | $61.7B | 2.50% | |
| 22 | —MOMENTIVE GLOBAL INC | 3,735,917 | $60.7B | 2.47% | |
| 23 | DELLDELL TECHNOLOGIES INC | 1,147,682 | $57.6B | 2.34% | |
| 24 | RDFNREDFIN CORP | 3,149,089 | $56.8B | 2.31% | |
| 25 | GDOTGREEN DOT CORP | 1,897,746 | $52.1B | 2.12% | |
| 26 | COUPEURCOUPA SOFTWARE INC | 478,020 | $48.6B | 1.97% | |
| 27 | SPLKCHFSPLUNK INC | 185,500 | $27.6B | 1.12% | |
| 28 | —WALKME LTD | 1,048,117 | $15.8B | 0.64% | |
| 29 | ZNGAEURZYNGA INC | 1,512,480 | $14.0B | 0.57% | |
| 30 | NFLXNETFLIX INC | 30,361 | $11.4B | 0.46% | |
| 31 | LZLEGALZOOM COM INC | 660,009 | $9.3B | 0.38% |