Contour Asset Management LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$2.2T
Holdings
26
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NWSANEWS CORP NEW | 6,978,722 | $179.8B | 8.15% | |
| 2 | ZZILLOW GROUP INC | 1,467,794 | $179.4B | 8.13% | |
| 3 | —CORNERSTONE ONDEMAND INC | 2,680,581 | $138.3B | 6.26% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 2,355,581 | $137.4B | 6.23% | |
| 5 | VYXNCR CORP NEW | 2,762,305 | $126.0B | 5.71% | |
| 6 | OUTOUTFRONT MEDIA INC | 4,915,748 | $118.1B | 5.35% | |
| 7 | DAYCERIDIAN HCM HLDG INC | 1,129,814 | $108.4B | 4.91% | |
| 8 | NEWREURNEW RELIC INC | 1,597,244 | $107.0B | 4.85% | |
| 9 | WDAYWORKDAY INC | 420,785 | $100.5B | 4.55% | |
| 10 | RDFNREDFIN CORP | 1,536,911 | $97.5B | 4.42% | |
| 11 | CARGCARGURUS INC | 3,358,205 | $88.1B | 3.99% | |
| 12 | QRVOQORVO INC | 436,937 | $85.5B | 3.87% | |
| 13 | TRMBTRIMBLE INC | 1,028,100 | $84.1B | 3.81% | |
| 14 | CRUSCIRRUS LOGIC INC | 985,653 | $83.9B | 3.80% | |
| 15 | DISHDISH NETWORK CORPORATION | 1,991,216 | $83.2B | 3.77% | |
| 16 | TWTRUSDTWITTER INC | 1,198,648 | $82.5B | 3.74% | |
| 17 | AVYAUSDAVAYA HLDGS CORP | 3,053,864 | $82.1B | 3.72% | |
| 18 | ZSZSCALER INC | 366,200 | $79.1B | 3.58% | |
| 19 | GDOTGREEN DOT CORP | 1,501,495 | $70.3B | 3.19% | |
| 20 | ZMZOOM VIDEO COMMUNICATIONS IN | 138,974 | $53.8B | 2.44% | |
| 21 | TRIPTRIPADVISOR INC | 1,077,100 | $43.4B | 1.97% | |
| 22 | UPWKUPWORK INC | 742,434 | $43.3B | 1.96% | |
| 23 | —WALKME LTD | 783,761 | $22.9B | 1.04% | |
| 24 | AMZNAMAZON COM INC | 1,460 | $5.0B | 0.23% | |
| 25 | NCNO*NCINO INC | 75,000 | $4.5B | 0.20% | |
| 26 | ZNGAEURZYNGA INC | 277,000 | $2.9B | 0.13% |