Contour Asset Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3.7T
Holdings
23
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ORCLORACLE CORP | 3,338,950 | $352.0B | 9.56% | |
| 2 | TRMBTRIMBLE INC | 5,304,817 | $282.2B | 7.67% | |
| 3 | MSFTMICROSOFT CORP | 737,510 | $277.3B | 7.53% | |
| 4 | PINSPINTEREST INC | 6,963,200 | $257.9B | 7.01% | |
| 5 | NFLXNETFLIX INC | 528,200 | $257.2B | 6.99% | |
| 6 | ZZILLOW GROUP INC | 4,410,000 | $255.2B | 6.93% | |
| 7 | UUNITY SOFTWARE INC | 6,221,289 | $254.4B | 6.91% | |
| 8 | AMZNAMAZON COM INC | 1,443,767 | $219.4B | 5.96% | |
| 9 | METAMETA PLATFORMS INC | 595,817 | $210.9B | 5.73% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 1,054,986 | $198.2B | 5.38% | |
| 11 | AVGOBROADCOM INC | 157,122 | $175.4B | 4.76% | |
| 12 | NWSANEWS CORP NEW | 5,309,735 | $130.4B | 3.54% | |
| 13 | MRVLMARVELL TECHNOLOGY INC | 1,862,499 | $112.3B | 3.05% | |
| 14 | INTUINTUIT | 177,775 | $111.1B | 3.02% | |
| 15 | ADBEADOBE INC | 174,455 | $104.1B | 2.83% | |
| 16 | MDBMONGODB INC | 227,045 | $92.8B | 2.52% | |
| 17 | GLBEGLOBAL E ONLINE LTD | 2,214,274 | $87.8B | 2.38% | |
| 18 | BILLBILL HOLDINGS INC | 920,800 | $75.1B | 2.04% | |
| 19 | CYBRCYBERARK SOFTWARE LTD | 336,888 | $73.8B | 2.00% | |
| 20 | APPAPPLOVIN CORP | 1,440,752 | $57.4B | 1.56% | |
| 21 | SMTCSEMTECH CORP | 2,151,901 | $47.1B | 1.28% | |
| 22 | HCPHASHICORP INC | 1,361,642 | $32.2B | 0.87% | |
| 23 | CGNXCOGNEX CORP | 416,409 | $17.4B | 0.47% |