Contour Asset Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.0T
Holdings
32
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUANEURNUANCE COMMUNICATIONS INC | 6,268,273 | $158.6B | 7.79% | |
| 2 | WDAYWORKDAY INC | 690,621 | $129.4B | 6.36% | |
| 3 | AMZNAMAZON COM INC | 39,566 | $109.2B | 5.36% | |
| 4 | ZZILLOW GROUP INC | 1,814,501 | $104.5B | 5.14% | |
| 5 | GENNORTONLIFELOCK INC | 5,250,116 | $104.1B | 5.11% | |
| 6 | CMCSACOMCAST CORP NEW | 2,281,148 | $88.9B | 4.37% | Call |
| 7 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,485,085 | $87.1B | 4.28% | |
| 8 | ZNGAEURZYNGA INC | 8,143,085 | $77.7B | 3.82% | |
| 9 | QRVOQORVO INC | 692,162 | $76.5B | 3.76% | |
| 10 | GDOTGREEN DOT CORP | 1,494,283 | $73.3B | 3.60% | |
| 11 | NFLXNETFLIX INC | 160,699 | $73.1B | 3.59% | |
| 12 | —CORNERSTONE ONDEMAND INC | 1,889,594 | $72.9B | 3.58% | |
| 13 | PYPLPAYPAL HLDGS INC | 407,187 | $70.9B | 3.49% | |
| 14 | —GRUBHUB INC | 1,008,747 | $70.9B | 3.48% | |
| 15 | DISHDISH NETWORK CORPORATION | 1,979,963 | $68.3B | 3.36% | |
| 16 | ETSYETSY INC | 614,793 | $65.3B | 3.21% | |
| 17 | CARGCARGURUS INC | 2,438,819 | $61.8B | 3.04% | Call |
| 18 | RNGRINGCENTRAL INC | 209,578 | $59.7B | 2.93% | Call |
| 19 | NWSANEWS CORP NEW | 4,602,219 | $54.6B | 2.68% | |
| 20 | BILLBILL COM HLDGS INC | 599,614 | $54.1B | 2.66% | |
| 21 | SPLKCHFSPLUNK INC | 259,170 | $51.5B | 2.53% | |
| 22 | SFIXSTITCH FIX INC | 1,890,472 | $47.1B | 2.32% | Call |
| 23 | NEWREURNEW RELIC INC | 677,924 | $46.7B | 2.29% | |
| 24 | DISDISNEY WALT CO | 374,100 | $41.7B | 2.05% | Call |
| 25 | SATSECHOSTAR CORP | 1,215,654 | $34.0B | 1.67% | |
| 26 | WWEUSDWORLD WRESTLING ENTMT INC | 778,694 | $33.8B | 1.66% | |
| 27 | GWREGUIDEWIRE SOFTWARE INC | 264,503 | $29.3B | 1.44% | |
| 28 | BLKBBLACKBAUD INC | 450,953 | $25.7B | 1.26% | |
| 29 | MSGSMADISON SQUARE GRDN SPRT COR | 165,447 | $24.3B | 1.19% | |
| 30 | XRXXEROX HOLDINGS CORP | 1,063,000 | $16.3B | 0.80% | Call |
| 31 | ROKUROKU INC | 138,690 | $16.2B | 0.79% | Call |
| 32 | SNAPSNAP INC | 335,470 | $7.9B | 0.39% |