Contour Asset Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2220.1T
Holdings
23
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 661,079 | $225.1T | 10.14% | |
| 2 | ADBEADOBE SYSTEMS INCORPORATED | 398,415 | $194.8T | 8.78% | |
| 3 | UUNITY SOFTWARE INC | 4,437,450 | $192.7T | 8.68% | |
| 4 | METAMETA PLATFORMS INC | 581,655 | $166.9T | 7.52% | |
| 5 | ORCLORACLE CORP | 1,400,249 | $166.8T | 7.51% | |
| 6 | ZZILLOW GROUP INC | 3,007,375 | $151.2T | 6.81% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 845,174 | $135.7T | 6.11% | |
| 8 | ATVIEURACTIVISION BLIZZARD INC | 1,501,835 | $126.6T | 5.70% | |
| 9 | NFLXNETFLIX INC | 225,300 | $99.2T | 4.47% | |
| 10 | AMZNAMAZON COM INC | 752,366 | $98.1T | 4.42% | |
| 11 | NEWREURNEW RELIC INC | 1,161,411 | $76.0T | 3.42% | |
| 12 | TWLOTWILIO INC | 1,156,179 | $73.6T | 3.31% | |
| 13 | TRMBTRIMBLE INC | 1,270,695 | $67.3T | 3.03% | |
| 14 | NWSANEWS CORP NEW | 3,312,057 | $64.6T | 2.91% | |
| 15 | AVGOBROADCOM INC | 71,296 | $61.8T | 2.79% | |
| 16 | MRVLMARVELL TECHNOLOGY INC | 970,098 | $58.0T | 2.61% | |
| 17 | MTCHMATCH GROUP INC NEW | 1,303,398 | $54.5T | 2.46% | |
| 18 | CCCCCC INTELLIGENT SOLUTIONS HL | 4,229,083 | $47.4T | 2.14% | |
| 19 | AWMSKYWORKS SOLUTIONS INC | 343,387 | $38.0T | 1.71% | |
| 20 | MNDYMONDAY COM LTD | 204,756 | $35.1T | 1.58% | |
| 21 | CHWYCHEWY INC | 805,198 | $31.8T | 1.43% | |
| 22 | GTMZOOMINFO TECHNOLOGIES INC | 1,154,063 | $29.3T | 1.32% | |
| 23 | MDBMONGODB INC | 62,362 | $25.6T | 1.15% |