Contour Asset Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1742.1T
Holdings
21
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 851,880 | $180.5T | 10.36% | |
| 2 | NFLXNETFLIX INC | 474,600 | $164.0T | 9.41% | |
| 3 | DISDISNEY WALT CO | 1,450,450 | $145.2T | 8.34% | |
| 4 | ORCLORACLE CORP | 1,528,404 | $142.0T | 8.15% | |
| 5 | ZZILLOW GROUP INC | 2,240,852 | $99.7T | 5.72% | |
| 6 | AWMSKYWORKS SOLUTIONS INC | 843,465 | $99.5T | 5.71% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 722,562 | $96.5T | 5.54% | |
| 8 | NEWREURNEW RELIC INC | 1,243,843 | $93.6T | 5.38% | |
| 9 | AMZNAMAZON COM INC | 873,696 | $90.2T | 5.18% | |
| 10 | ASMLASML HOLDING N V | 127,130 | $86.5T | 4.97% | |
| 11 | NWSANEWS CORP NEW | 4,713,601 | $81.4T | 4.67% | |
| 12 | MSFTMICROSOFT CORP | 275,332 | $79.4T | 4.56% | |
| 13 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,551,044 | $67.7T | 3.89% | |
| 14 | WBDWARNER BROS DISCOVERY INC | 4,371,738 | $66.0T | 3.79% | |
| 15 | TRMBTRIMBLE INC | 1,164,987 | $61.1T | 3.51% | |
| 16 | MDBMONGODB INC | 244,066 | $56.9T | 3.27% | |
| 17 | WMGWARNER MUSIC GROUP CORP | 1,393,218 | $46.5T | 2.67% | |
| 18 | MRVLMARVELL TECHNOLOGY INC | 853,513 | $37.0T | 2.12% | |
| 19 | CHWYCHEWY INC | 838,900 | $31.4T | 1.80% | |
| 20 | WDAYWORKDAY INC | 53,205 | $11.0T | 0.63% | |
| 21 | ROKUROKU INC | 89,000 | $5.9T | 0.34% |