Contour Asset Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.1T
Holdings
26
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 1,549,460 | $164.1B | 7.81% | |
| 2 | TRMBTRIMBLE INC | 3,037,686 | $163.6B | 7.79% | |
| 3 | ZZILLOW GROUP INC | 3,472,177 | $160.3B | 7.63% | |
| 4 | MSFTMICROSOFT CORP | 471,459 | $148.9B | 7.09% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 877,965 | $135.8B | 6.46% | |
| 6 | NFLXNETFLIX INC | 358,900 | $135.5B | 6.45% | |
| 7 | METAMETA PLATFORMS INC | 400,451 | $120.2B | 5.72% | |
| 8 | AMZNAMAZON COM INC | 909,522 | $115.6B | 5.51% | |
| 9 | NEWREURNEW RELIC INC | 1,192,188 | $102.1B | 4.86% | |
| 10 | ATVIEURACTIVISION BLIZZARD INC | 871,056 | $81.6B | 3.88% | |
| 11 | AVGOBROADCOM INC | 96,583 | $80.2B | 3.82% | |
| 12 | MTCHMATCH GROUP INC NEW | 1,899,163 | $74.4B | 3.54% | |
| 13 | UUNITY SOFTWARE INC | 2,300,963 | $72.2B | 3.44% | |
| 14 | MRVLMARVELL TECHNOLOGY INC | 1,280,960 | $69.3B | 3.30% | |
| 15 | PINSPINTEREST INC | 2,545,668 | $68.8B | 3.28% | |
| 16 | 0C3ENDEAVOR GROUP HLDGS INC | 3,423,206 | $68.1B | 3.24% | |
| 17 | ADBEADOBE INC | 114,067 | $58.2B | 2.77% | |
| 18 | MDBMONGODB INC | 167,911 | $58.1B | 2.77% | |
| 19 | W3UWESTERN UN CO | 3,816,182 | $50.3B | 2.40% | |
| 20 | SMTCSEMTECH CORP | 1,426,979 | $36.7B | 1.75% | |
| 21 | NWSANEWS CORP NEW | 1,740,167 | $34.9B | 1.66% | |
| 22 | XYZBLOCK INC | 711,738 | $31.5B | 1.50% | |
| 23 | TWLOTWILIO INC | 527,400 | $30.9B | 1.47% | |
| 24 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,487,859 | $19.9B | 0.95% | |
| 25 | APPAPPLOVIN CORP | 463,655 | $18.5B | 0.88% | |
| 26 | NVDANVIDIA CORPORATION | 900 | $391.5M | 0.02% |