Contour Asset Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.2B
Holdings
23
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 661,079 | $225.1T | 10140466.99% | |
| 2 | ADBEADOBE SYSTEMS INCORPORATED | 398,415 | $194.8T | 8775505.06% | |
| 3 | UUNITY SOFTWARE INC | 4,437,450 | $192.7T | 8678801.46% | |
| 4 | METAMETA PLATFORMS INC | 581,655 | $166.9T | 7518887.02% | |
| 5 | ORCLORACLE CORP | 1,400,249 | $166.8T | 7511333.19% | |
| 6 | ZZILLOW GROUP INC | 3,007,375 | $151.2T | 6808423.04% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 845,174 | $135.7T | 6112134.48% | |
| 8 | ATVIEURACTIVISION BLIZZARD INC | 1,501,835 | $126.6T | 5702775.29% | |
| 9 | NFLXNETFLIX INC | 225,300 | $99.2T | 4470269.51% | |
| 10 | AMZNAMAZON COM INC | 752,366 | $98.1T | 4417839.93% | |
| 11 | NEWREURNEW RELIC INC | 1,161,411 | $76.0T | 3423463.39% | |
| 12 | TWLOTWILIO INC | 1,156,179 | $73.6T | 3313257.61% | |
| 13 | TRMBTRIMBLE INC | 1,270,695 | $67.3T | 3030133.19% | |
| 14 | NWSANEWS CORP NEW | 3,312,057 | $64.6T | 2909168.52% | |
| 15 | AVGOBROADCOM INC | 71,296 | $61.8T | 2785711.02% | |
| 16 | MRVLMARVELL TECHNOLOGY INC | 970,098 | $58.0T | 2612209.34% | |
| 17 | MTCHMATCH GROUP INC NEW | 1,303,398 | $54.5T | 2457021.59% | |
| 18 | CCCCCC INTELLIGENT SOLUTIONS HL | 4,229,083 | $47.4T | 2135444.45% | |
| 19 | AWMSKYWORKS SOLUTIONS INC | 343,387 | $38.0T | 1712098.31% | |
| 20 | MNDYMONDAY COM LTD | 204,756 | $35.1T | 1579165.28% | |
| 21 | CHWYCHEWY INC | 805,198 | $31.8T | 1431549.19% | |
| 22 | GTMZOOMINFO TECHNOLOGIES INC | 1,154,063 | $29.3T | 1319862.49% | |
| 23 | MDBMONGODB INC | 62,362 | $25.6T | 1154483.54% |