Contour Asset Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.2T
Holdings
25
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEWREURNEW RELIC INC | 1,922,481 | $110.3B | 8.85% | |
| 2 | FIVNFIVE9 INC | 1,344,433 | $100.8B | 8.09% | |
| 3 | FISVFISERV INC | 890,596 | $83.3B | 6.69% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 1,931,012 | $82.9B | 6.65% | |
| 5 | PYPLPAYPAL HLDGS INC | 926,394 | $79.7B | 6.40% | |
| 6 | TMUST-MOBILE US INC | 533,679 | $71.6B | 5.75% | |
| 7 | VVISA INC | 401,000 | $71.2B | 5.72% | |
| 8 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,692,943 | $70.0B | 5.62% | |
| 9 | GOOGLALPHABET INC | 664,226 | $63.5B | 5.10% | |
| 10 | WDAYWORKDAY INC | 361,061 | $55.0B | 4.41% | |
| 11 | INTUINTUIT | 118,051 | $45.7B | 3.67% | |
| 12 | NFLXNETFLIX INC | 180,540 | $42.5B | 3.41% | |
| 13 | NSYNICE LTD | 220,400 | $41.5B | 3.33% | |
| 14 | NWSANEWS CORP NEW | 2,634,163 | $39.8B | 3.19% | |
| 15 | WMGWARNER MUSIC GROUP CORP | 1,622,897 | $37.7B | 3.02% | |
| 16 | AMZNAMAZON COM INC | 325,250 | $36.8B | 2.95% | |
| 17 | ZEN1EURZENDESK INC | 406,031 | $30.9B | 2.48% | |
| 18 | TOSTTOAST INC | 1,703,500 | $28.5B | 2.29% | |
| 19 | CARGCARGURUS INC | 1,979,000 | $28.0B | 2.25% | |
| 20 | STXSEAGATE TECHNOLOGY HLDNGS PL | 519,157 | $27.6B | 2.22% | |
| 21 | CMCSACOMCAST CORP NEW | 928,740 | $27.2B | 2.19% | |
| 22 | PINSPINTEREST INC | 1,097,643 | $25.6B | 2.05% | |
| 23 | TRIPTRIPADVISOR INC | 1,146,712 | $25.3B | 2.03% | |
| 24 | —MOMENTIVE GLOBAL INC | 2,150,033 | $12.5B | 1.00% | |
| 25 | ZZILLOW GROUP INC | 276,273 | $7.9B | 0.63% |