Contour Asset Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$3.0B
Holdings
28
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRMBTRIMBLE INC | 4,483,269 | $278.4T | 9190517.83% | |
| 2 | ORCLORACLE CORP | 1,176,620 | $200.5T | 6619563.32% | |
| 3 | TAT&T INC | 8,826,633 | $194.2T | 6411228.78% | |
| 4 | XYZBLOCK INC | 2,771,022 | $186.0T | 6141580.46% | |
| 5 | ZZILLOW GROUP INC | 2,818,281 | $179.9T | 5941125.40% | |
| 6 | CRMSALESFORCE INC | 639,127 | $174.9T | 5775656.46% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 2,245,218 | $161.9T | 5346108.36% | |
| 8 | AMZNAMAZON COM INC | 730,000 | $136.0T | 4490856.40% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 364,300 | $134.3T | 4432569.39% | |
| 10 | ADSKAUTODESK INC | 469,239 | $129.3T | 4267835.78% | |
| 11 | GTMZOOMINFO TECHNOLOGIES INC | 11,835,818 | $122.1T | 4032751.87% | |
| 12 | CVNACARVANA CO | 692,360 | $120.5T | 3979964.61% | |
| 13 | NWSANEWS CORP NEW | 4,446,000 | $118.4T | 3908986.31% | |
| 14 | AVGOBROADCOM INC | 566,674 | $97.8T | 3227348.84% | |
| 15 | 7HPHP INC | 2,665,880 | $95.6T | 3157152.06% | |
| 16 | GLBEGLOBAL E ONLINE LTD | 2,426,387 | $93.3T | 3079406.15% | |
| 17 | CYBRCYBERARK SOFTWARE LTD | 251,013 | $73.2T | 2416696.72% | |
| 18 | MSFTMICROSOFT CORP | 160,071 | $68.9T | 2274089.36% | |
| 19 | GOOGLALPHABET INC | 388,881 | $64.5T | 2129392.53% | |
| 20 | BACVERIZON COMMUNICATIONS INC | 1,368,812 | $61.5T | 2029599.67% | |
| 21 | QRVOQORVO INC | 546,810 | $56.5T | 1864920.38% | |
| 22 | MDBMONGODB INC | 184,726 | $49.9T | 1648837.76% | |
| 23 | HUBSHUBSPOT INC | 88,442 | $47.0T | 1552269.23% | |
| 24 | PYPLPAYPAL HLDGS INC | 581,341 | $45.4T | 1497669.83% | |
| 25 | WWAYFAIR INC | 704,000 | $39.6T | 1305803.77% | |
| 26 | HCPHASHICORP INC | 1,157,254 | $39.2T | 1293716.64% | |
| 27 | BEBLOOM ENERGY CORP | 2,967,309 | $31.3T | 1034546.98% | |
| 28 | RKTROCKET COS INC | 1,499,165 | $28.8T | 949834.51% |