Contour Asset Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2561.7T
Holdings
27
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 2,141,954 | $269.1T | 10.50% | |
| 2 | TRMBTRIMBLE INC | 3,587,447 | $230.9T | 9.01% | |
| 3 | MSFTMICROSOFT CORP | 447,433 | $188.2T | 7.35% | |
| 4 | AMZNAMAZON COM INC | 1,012,133 | $182.6T | 7.13% | |
| 5 | ZZILLOW GROUP INC | 2,875,700 | $140.3T | 5.48% | |
| 6 | CRMSALESFORCE INC | 438,294 | $132.0T | 5.15% | |
| 7 | PINSPINTEREST INC | 3,795,030 | $131.6T | 5.14% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 1,508,847 | $106.9T | 4.17% | |
| 9 | XYZBLOCK INC | 1,207,670 | $102.1T | 3.99% | |
| 10 | AVGOBROADCOM INC | 70,593 | $93.6T | 3.65% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 344,359 | $90.9T | 3.55% | |
| 12 | CMCSACOMCAST CORP NEW | 2,080,054 | $90.2T | 3.52% | |
| 13 | QRVOQORVO INC | 770,689 | $88.5T | 3.45% | |
| 14 | NWSANEWS CORP NEW | 3,276,000 | $85.8T | 3.35% | |
| 15 | MDBMONGODB INC | 229,436 | $82.3T | 3.21% | |
| 16 | GLBEGLOBAL E ONLINE LTD | 1,990,487 | $72.4T | 2.82% | |
| 17 | WWAYFAIR INC | 1,019,500 | $69.2T | 2.70% | |
| 18 | NVDANVIDIA CORPORATION | 70,902 | $64.1T | 2.50% | |
| 19 | CYBRCYBERARK SOFTWARE LTD | 241,040 | $64.0T | 2.50% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 359,959 | $49.0T | 1.91% | |
| 21 | CVNACARVANA CO | 462,118 | $40.6T | 1.59% | |
| 22 | SMTCSEMTECH CORP | 1,464,991 | $40.3T | 1.57% | |
| 23 | TKOTKO GROUP HOLDINGS INC | 463,047 | $40.0T | 1.56% | |
| 24 | HCPHASHICORP INC | 1,341,587 | $36.2T | 1.41% | |
| 25 | FWONALIBERTY MEDIA CORP DEL | 515,348 | $33.8T | 1.32% | |
| 26 | UUNITY SOFTWARE INC | 957,901 | $25.6T | 1.00% | |
| 27 | TDCTERADATA CORP DEL | 304,462 | $11.8T | 0.46% |