Contour Asset Management LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.8T
Holdings
31
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NWSANEWS CORP NEW | 12,156,933 | $271.2B | 9.75% | |
| 2 | WDAYWORKDAY INC | 992,711 | $271.2B | 9.75% | |
| 3 | ZZILLOW GROUP INC | 3,381,904 | $215.9B | 7.76% | |
| 4 | CARGCARGURUS INC | 4,815,767 | $162.0B | 5.83% | |
| 5 | NEWREURNEW RELIC INC | 1,428,816 | $157.1B | 5.65% | |
| 6 | ZEN1EURZENDESK INC | 1,441,826 | $150.4B | 5.41% | |
| 7 | OUTOUTFRONT MEDIA INC | 4,862,393 | $130.4B | 4.69% | |
| 8 | AVYAUSDAVAYA HLDGS CORP | 6,195,839 | $122.7B | 4.41% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 1,344,373 | $117.6B | 4.23% | |
| 10 | VYXNCR CORP NEW | 2,460,071 | $98.9B | 3.56% | |
| 11 | QRVOQORVO INC | 595,526 | $93.1B | 3.35% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,568,243 | $86.2B | 3.10% | |
| 13 | TWTRUSDTWITTER INC | 1,946,058 | $84.1B | 3.02% | |
| 14 | RDFNREDFIN CORP | 2,152,231 | $82.6B | 2.97% | |
| 15 | PLANUSDANAPLAN INC | 1,774,465 | $81.4B | 2.93% | |
| 16 | FIVNFIVE9 INC | 573,522 | $78.8B | 2.83% | |
| 17 | SPLKCHFSPLUNK INC | 679,724 | $78.7B | 2.83% | |
| 18 | GDOTGREEN DOT CORP | 2,023,561 | $73.3B | 2.64% | |
| 19 | AMZNAMAZON COM INC | 20,422 | $68.1B | 2.45% | |
| 20 | DELLDELL TECHNOLOGIES INC | 1,207,850 | $67.8B | 2.44% | |
| 21 | DAYCERIDIAN HCM HLDG INC | 552,658 | $57.7B | 2.08% | |
| 22 | TRIPTRIPADVISOR INC | 1,935,400 | $52.8B | 1.90% | |
| 23 | DISHDISH NETWORK CORPORATION | 1,450,025 | $47.0B | 1.69% | |
| 24 | ZSZSCALER INC | 135,794 | $43.6B | 1.57% | |
| 25 | TOSTTOAST INC | 950,265 | $33.0B | 1.19% | |
| 26 | —WALKME LTD | 838,826 | $16.5B | 0.59% | |
| 27 | NFLXNETFLIX INC | 18,700 | $11.3B | 0.41% | |
| 28 | ZNGAEURZYNGA INC | 1,512,480 | $9.7B | 0.35% | |
| 29 | LZLEGALZOOM COM INC | 557,285 | $9.0B | 0.32% | |
| 30 | XRXXEROX HOLDINGS CORP | 270,298 | $6.1B | 0.22% | |
| 31 | ZMZOOM VIDEO COMMUNICATIONS IN | 14,804 | $2.7B | 0.10% |