Contour Asset Management LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.5T
Holdings
36
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 2,325,865 | $236.3B | 9.60% | |
| 2 | NUANEURNUANCE COMMUNICATIONS INC | 5,273,554 | $175.0B | 7.11% | |
| 3 | WDAYWORKDAY INC | 721,307 | $155.2B | 6.31% | |
| 4 | NWSANEWS CORP NEW | 7,660,801 | $107.4B | 4.36% | |
| 5 | GENNORTONLIFELOCK INC | 4,988,124 | $104.0B | 4.22% | |
| 6 | AMZNAMAZON COM INC | 29,675 | $93.4B | 3.80% | |
| 7 | QRVOQORVO INC | 694,159 | $89.6B | 3.64% | |
| 8 | RNGRINGCENTRAL INC | 317,760 | $87.3B | 3.55% | |
| 9 | ETSYETSY INC | 688,100 | $83.7B | 3.40% | |
| 10 | PYPLPAYPAL HLDGS INC | 417,668 | $82.3B | 3.34% | |
| 11 | DISHDISH NETWORK CORPORATION | 2,758,399 | $80.1B | 3.25% | Call |
| 12 | —CORNERSTONE ONDEMAND INC | 2,171,114 | $78.9B | 3.21% | |
| 13 | TRMBTRIMBLE INC | 1,618,510 | $78.8B | 3.20% | |
| 14 | —GRUBHUB INC | 1,008,747 | $73.0B | 2.96% | |
| 15 | NEWREURNEW RELIC INC | 1,279,302 | $72.1B | 2.93% | |
| 16 | MRVLMARVELL TECHNOLOGY GROUP LTD | 1,753,079 | $69.6B | 2.83% | |
| 17 | GDOTGREEN DOT CORP | 1,358,253 | $68.7B | 2.79% | |
| 18 | MSGSMADISON SQUARE GRDN SPRT COR | 445,965 | $67.1B | 2.73% | |
| 19 | OPTUALTICE USA INC | 2,295,062 | $59.7B | 2.42% | |
| 20 | NFLXNETFLIX INC | 117,000 | $58.5B | 2.38% | Call |
| 21 | SFIXSTITCH FIX INC | 2,110,561 | $57.3B | 2.33% | |
| 22 | ZNGAEURZYNGA INC | 5,890,009 | $53.7B | 2.18% | |
| 23 | ADTADT INC DEL | 6,505,930 | $53.2B | 2.16% | |
| 24 | SPLKCHFSPLUNK INC | 275,072 | $51.7B | 2.10% | |
| 25 | QCOMQUALCOMM INC | 420,222 | $49.5B | 2.01% | |
| 26 | CARGCARGURUS INC | 2,013,240 | $43.5B | 1.77% | Call |
| 27 | WWEUSDWORLD WRESTLING ENTMT INC | 850,150 | $34.4B | 1.40% | |
| 28 | BLKBBLACKBAUD INC | 614,519 | $34.3B | 1.39% | |
| 29 | NXPINXP SEMICONDUCTORS N V | 263,152 | $32.8B | 1.33% | |
| 30 | GWREGUIDEWIRE SOFTWARE INC | 260,703 | $27.2B | 1.10% | |
| 31 | SATSECHOSTAR CORP | 994,102 | $24.7B | 1.01% | |
| 32 | WWAYFAIR INC | 68,076 | $19.8B | 0.81% | Call |
| 33 | BILLBILL COM HLDGS INC | 179,748 | $18.0B | 0.73% | |
| 34 | —DUCK CREEK TECHNOLOGIES INC | 328,956 | $14.9B | 0.61% | |
| 35 | FAROFARO TECHNOLOGIES INC | 213,734 | $13.0B | 0.53% | |
| 36 | DISDISNEY WALT CO | 97,087 | $12.0B | 0.49% |