Contour Asset Management LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.3T
Holdings
22
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 2,523,634 | $126.3B | 9.90% | |
| 2 | FIVNFIVE9 INC | 1,122,024 | $102.3B | 8.01% | |
| 3 | CRMSALESFORCE COM INC | 490,717 | $81.0B | 6.35% | |
| 4 | XYZBLOCK INC | 1,267,755 | $77.9B | 6.10% | |
| 5 | TMUST-MOBILE US INC | 543,347 | $73.1B | 5.73% | |
| 6 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,925,000 | $72.9B | 5.71% | |
| 7 | CARGCARGURUS INC | 3,319,957 | $71.3B | 5.59% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 1,595,140 | $69.4B | 5.44% | |
| 9 | NFLXNETFLIX INC | 386,493 | $67.6B | 5.30% | |
| 10 | WDAYWORKDAY INC | 483,500 | $67.5B | 5.29% | |
| 11 | BKNGBOOKING HOLDINGS INC | 36,555 | $63.9B | 5.01% | |
| 12 | NWSANEWS CORP NEW | 3,394,963 | $52.9B | 4.14% | |
| 13 | ZEN1EURZENDESK INC | 703,535 | $52.1B | 4.08% | |
| 14 | OUTOUTFRONT MEDIA INC | 2,995,933 | $50.8B | 3.98% | |
| 15 | GDOTGREEN DOT CORP | 1,861,039 | $46.7B | 3.66% | |
| 16 | QRVOQORVO INC | 455,919 | $43.0B | 3.37% | |
| 17 | VVISA INC | 177,000 | $34.9B | 2.73% | |
| 18 | —MOMENTIVE GLOBAL INC | 3,502,697 | $30.8B | 2.42% | |
| 19 | AMZNAMAZON COM INC | 259,000 | $27.5B | 2.16% | |
| 20 | TRIPTRIPADVISOR INC | 1,385,140 | $24.7B | 1.93% | |
| 21 | ZZILLOW GROUP INC | 736,078 | $23.4B | 1.83% | |
| 22 | INTUINTUIT | 42,298 | $16.3B | 1.28% |