Contour Asset Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.6B
Holdings
26
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 433,769 | $127.9T | 7882160.14% | |
| 2 | ORCLORACLE CORP | 1,549,930 | $126.7T | 7807071.22% | |
| 3 | WDAYWORKDAY INC | 680,953 | $113.9T | 7021539.94% | |
| 4 | METAMETA PLATFORMS INC | 929,971 | $111.9T | 6896374.48% | |
| 5 | TWLOTWILIO INC | 2,143,118 | $104.9T | 6465898.99% | |
| 6 | NEWREURNEW RELIC INC | 1,663,576 | $93.9T | 5786927.22% | |
| 7 | FIVNFIVE9 INC | 1,255,591 | $85.2T | 5250533.96% | |
| 8 | NWSANEWS CORP NEW | 4,542,864 | $82.7T | 5094980.76% | |
| 9 | PYPLPAYPAL HLDGS INC | 1,020,412 | $72.7T | 4478359.43% | |
| 10 | XYZBLOCK INC | 1,097,675 | $69.0T | 4250611.05% | |
| 11 | CCCCCC INTELLIGENT SOLUTIONS HL | 6,939,000 | $60.4T | 3720125.27% | |
| 12 | ASMLASML HOLDING N V | 104,872 | $57.3T | 3531113.41% | |
| 13 | FISVFISERV INC | 565,060 | $57.1T | 3519315.97% | |
| 14 | ZZILLOW GROUP INC | 1,745,263 | $56.2T | 3464120.80% | |
| 15 | WMGWARNER MUSIC GROUP CORP | 1,567,279 | $54.9T | 3382235.75% | |
| 16 | MRVLMARVELL TECHNOLOGY INC | 1,373,497 | $50.9T | 3135018.57% | |
| 17 | AMZNAMAZON COM INC | 594,985 | $50.0T | 3079829.87% | |
| 18 | GOOGLALPHABET INC | 563,981 | $49.8T | 3066353.21% | |
| 19 | CHWYCHEWY INC | 1,324,994 | $49.1T | 3027576.02% | |
| 20 | MDBMONGODB INC | 170,500 | $33.6T | 2068136.33% | |
| 21 | OKTAOKTA INC | 428,287 | $29.3T | 1803381.98% | |
| 22 | AWMSKYWORKS SOLUTIONS INC | 319,942 | $29.2T | 1796693.75% | |
| 23 | TRIPTRIPADVISOR INC | 1,141,005 | $20.5T | 1264208.37% | |
| 24 | CARGCARGURUS INC | 868,237 | $12.2T | 749579.73% | |
| 25 | —MOMENTIVE GLOBAL INC | 1,705,952 | $11.9T | 735878.77% | |
| 26 | WKWORKIVA INC | 139,532 | $11.7T | 722003.71% |