Contour Asset Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.5T
Holdings
28
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRMBTRIMBLE INC | 4,681,182 | $330.8B | 9.57% | |
| 2 | XYZBLOCK INC | 2,985,082 | $253.7B | 7.34% | |
| 3 | TAT&T INC | 11,095,246 | $252.6B | 7.31% | |
| 4 | CRMSALESFORCE INC | 647,386 | $216.4B | 6.26% | |
| 5 | MRVLMARVELL TECHNOLOGY INC | 1,731,652 | $191.3B | 5.53% | |
| 6 | FUNSIX FLAGS ENTERTAINMENT CORP | 3,880,780 | $187.0B | 5.41% | |
| 7 | WDAYWORKDAY INC | 711,218 | $183.5B | 5.31% | |
| 8 | ZZILLOW GROUP INC | 2,470,610 | $182.9B | 5.29% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 349,043 | $156.2B | 4.52% | |
| 10 | TXNTEXAS INSTRS INC | 817,056 | $153.2B | 4.43% | |
| 11 | NWSANEWS CORP NEW | 5,382,702 | $148.2B | 4.29% | |
| 12 | GPNGLOBAL PMTS INC | 1,318,000 | $147.7B | 4.27% | |
| 13 | GLBEGLOBAL E ONLINE LTD | 2,646,906 | $144.3B | 4.17% | |
| 14 | AMZNAMAZON COM INC | 547,000 | $120.0B | 3.47% | |
| 15 | ADSKAUTODESK INC | 343,777 | $101.6B | 2.94% | |
| 16 | GTMZOOMINFO TECHNOLOGIES INC | 9,640,845 | $101.3B | 2.93% | |
| 17 | ORCLORACLE CORP | 532,599 | $88.8B | 2.57% | |
| 18 | NTNXNUTANIX INC | 1,427,238 | $87.3B | 2.53% | |
| 19 | PINSPINTEREST INC | 2,976,896 | $86.3B | 2.50% | |
| 20 | CVNACARVANA CO | 375,120 | $76.3B | 2.21% | |
| 21 | MDBMONGODB INC | 205,694 | $47.9B | 1.39% | |
| 22 | DKNGDRAFTKINGS INC NEW | 1,090,726 | $40.6B | 1.17% | |
| 23 | HCPHASHICORP INC | 1,130,153 | $38.7B | 1.12% | |
| 24 | WWAYFAIR INC | 835,455 | $37.0B | 1.07% | |
| 25 | LBTYALIBERTY GLOBAL LTD | 2,016,482 | $25.7B | 0.74% | |
| 26 | UPWKUPWORK INC | 1,506,610 | $24.6B | 0.71% | |
| 27 | DNBDUN & BRADSTREET HLDGS INC | 1,365,830 | $17.0B | 0.49% | |
| 28 | FVRRFIVERR INTL LTD | 513,285 | $16.3B | 0.47% |