Contour Asset Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2960.9T
Holdings
29
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 1,978,710 | $279.4T | 9.44% | |
| 2 | TRMBTRIMBLE INC | 3,995,808 | $223.4T | 7.55% | |
| 3 | TAT&T INC | 10,968,646 | $209.6T | 7.08% | |
| 4 | AMZNAMAZON COM INC | 942,555 | $182.1T | 6.15% | |
| 5 | XYZBLOCK INC | 2,538,833 | $163.7T | 5.53% | |
| 6 | MSFTMICROSOFT CORP | 354,805 | $158.6T | 5.36% | |
| 7 | ZZILLOW GROUP INC | 2,785,000 | $129.2T | 4.36% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 1,726,540 | $120.7T | 4.08% | |
| 9 | AAPLAPPLE INC | 546,312 | $115.1T | 3.89% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 346,700 | $108.8T | 3.67% | |
| 11 | CVNACARVANA CO | 795,986 | $102.5T | 3.46% | |
| 12 | ADSKAUTODESK INC | 397,393 | $98.3T | 3.32% | |
| 13 | GLBEGLOBAL E ONLINE LTD | 2,673,985 | $97.0T | 3.28% | |
| 14 | PINSPINTEREST INC | 1,967,440 | $86.7T | 2.93% | |
| 15 | CMCSACOMCAST CORP NEW | 2,190,942 | $85.8T | 2.90% | |
| 16 | CYBRCYBERARK SOFTWARE LTD | 306,347 | $83.8T | 2.83% | |
| 17 | NWSANEWS CORP NEW | 2,848,153 | $78.5T | 2.65% | |
| 18 | WWAYFAIR INC | 1,467,200 | $77.4T | 2.61% | |
| 19 | GOOGLALPHABET INC | 390,151 | $71.1T | 2.40% | |
| 20 | AVGOBROADCOM INC | 43,818 | $70.4T | 2.38% | |
| 21 | SHOPSHOPIFY INC | 1,056,297 | $69.8T | 2.36% | |
| 22 | QRVOQORVO INC | 565,696 | $65.6T | 2.22% | |
| 23 | DAYDAYFORCE INC | 1,187,290 | $58.9T | 1.99% | |
| 24 | MDBMONGODB INC | 231,953 | $58.0T | 1.96% | |
| 25 | NVDANVIDIA CORPORATION | 349,768 | $43.2T | 1.46% | |
| 26 | HCPHASHICORP INC | 1,153,085 | $38.8T | 1.31% | |
| 27 | BEBLOOM ENERGY CORP | 2,956,633 | $36.2T | 1.22% | |
| 28 | GRABGRAB HOLDINGS LIMITED | 7,394,082 | $26.2T | 0.89% | |
| 29 | ONONON HLDG AG | 571,486 | $22.2T | 0.75% |