Contour Asset Management LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$2.3T
Holdings
31
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WDAYWORKDAY INC | 935,053 | $233.7B | 10.19% | |
| 2 | NWSANEWS CORP NEW | 9,221,975 | $217.0B | 9.46% | |
| 3 | ZZILLOW GROUP INC | 1,627,856 | $143.5B | 6.26% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 2,091,386 | $126.1B | 5.50% | |
| 5 | DAYCERIDIAN HCM HLDG INC | 1,104,447 | $124.4B | 5.42% | |
| 6 | VYXNCR CORP NEW | 3,099,000 | $120.1B | 5.24% | |
| 7 | CARGCARGURUS INC | 3,573,792 | $112.3B | 4.90% | |
| 8 | TWTRUSDTWITTER INC | 1,741,495 | $105.2B | 4.59% | |
| 9 | NEWREURNEW RELIC INC | 1,453,800 | $104.3B | 4.55% | |
| 10 | —CORNERSTONE ONDEMAND INC | 1,746,896 | $100.0B | 4.36% | |
| 11 | OUTOUTFRONT MEDIA INC | 3,666,569 | $92.4B | 4.03% | |
| 12 | AVYAUSDAVAYA HLDGS CORP | 4,426,765 | $87.6B | 3.82% | |
| 13 | RDFNREDFIN CORP | 1,670,954 | $83.7B | 3.65% | |
| 14 | DISHDISH NETWORK CORPORATION | 1,739,891 | $75.6B | 3.30% | |
| 15 | GDOTGREEN DOT CORP | 1,477,180 | $74.3B | 3.24% | |
| 16 | QRVOQORVO INC | 422,725 | $70.7B | 3.08% | |
| 17 | ZSZSCALER INC | 253,149 | $66.4B | 2.89% | |
| 18 | COURCOURSERA INC | 2,056,373 | $65.1B | 2.84% | |
| 19 | NCNO*NCINO INC | 752,851 | $53.5B | 2.33% | |
| 20 | CRUSCIRRUS LOGIC INC | 605,780 | $49.9B | 2.18% | |
| 21 | BLBLACKLINE INC | 303,208 | $35.8B | 1.56% | |
| 22 | ZNGAEURZYNGA INC | 4,627,703 | $34.8B | 1.52% | |
| 23 | TOSTTOAST INC | 664,004 | $33.2B | 1.45% | |
| 24 | —WALKME LTD | 838,318 | $24.9B | 1.09% | |
| 25 | ATVIEURACTIVISION BLIZZARD INC | 257,326 | $19.9B | 0.87% | |
| 26 | ZEN1EURZENDESK INC | 107,757 | $12.5B | 0.55% | |
| 27 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,101,898 | $11.6B | 0.51% | |
| 28 | XRXXEROX HOLDINGS CORP | 280,260 | $5.7B | 0.25% | |
| 29 | TRIPTRIPADVISOR INC | 131,048 | $4.4B | 0.19% | |
| 30 | ZMZOOM VIDEO COMMUNICATIONS IN | 15,568 | $4.1B | 0.18% | |
| 31 | FRSHFRESHWORKS INC | 10,000 | $427.0M | 0.02% |