Contour Asset Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$2.7T
Holdings
39
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZZILLOW GROUP INC | 2,186,755 | $283.8B | 10.44% | |
| 2 | NWSANEWS CORP NEW | 11,274,797 | $202.6B | 7.45% | |
| 3 | SFIXSTITCH FIX INC | 2,620,150 | $153.9B | 5.66% | |
| 4 | WDAYWORKDAY INC | 532,484 | $127.6B | 4.69% | |
| 5 | —CORNERSTONE ONDEMAND INC | 2,870,609 | $126.4B | 4.65% | |
| 6 | ETSYETSY INC | 688,100 | $122.4B | 4.50% | |
| 7 | NUANEURNUANCE COMMUNICATIONS INC | 2,655,696 | $117.1B | 4.31% | |
| 8 | VYXNCR CORP NEW | 2,840,805 | $106.7B | 3.93% | |
| 9 | AVYAUSDAVAYA HLDGS CORP | 5,286,927 | $101.2B | 3.72% | |
| 10 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,051,197 | $97.5B | 3.59% | |
| 11 | AMZNAMAZON COM INC | 29,675 | $96.6B | 3.56% | |
| 12 | RDFNREDFIN CORP | 1,303,338 | $89.4B | 3.29% | |
| 13 | CARGCARGURUS INC | 2,800,386 | $88.9B | 3.27% | |
| 14 | TRMBTRIMBLE INC | 1,317,671 | $88.0B | 3.24% | |
| 15 | QRVOQORVO INC | 499,264 | $83.0B | 3.05% | |
| 16 | —GRUBHUB INC | 1,101,500 | $81.8B | 3.01% | |
| 17 | RNGRINGCENTRAL INC | 200,000 | $75.8B | 2.79% | |
| 18 | GENNORTONLIFELOCK INC | 3,175,343 | $66.0B | 2.43% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 669,790 | $61.4B | 2.26% | |
| 20 | NEWREURNEW RELIC INC | 929,390 | $60.8B | 2.24% | |
| 21 | MSGSMADISON SQUARE GRDN SPRT COR | 295,989 | $54.5B | 2.00% | |
| 22 | GDOTGREEN DOT CORP | 971,919 | $54.2B | 1.99% | |
| 23 | CRUSCIRRUS LOGIC INC | 630,600 | $51.8B | 1.91% | |
| 24 | ADTADT INC DEL | 6,453,676 | $50.7B | 1.86% | |
| 25 | QCOMQUALCOMM INC | 285,103 | $43.4B | 1.60% | |
| 26 | DAYCERIDIAN HCM HLDG INC | 381,606 | $40.7B | 1.50% | |
| 27 | OPTUALTICE USA INC | 957,119 | $36.2B | 1.33% | |
| 28 | SPLKCHFSPLUNK INC | 197,557 | $33.6B | 1.23% | |
| 29 | DISDISNEY WALT CO | 133,673 | $24.2B | 0.89% | |
| 30 | SATSECHOSTAR CORP | 1,020,329 | $21.6B | 0.80% | |
| 31 | BILLBILL COM HLDGS INC | 149,153 | $20.4B | 0.75% | |
| 32 | —DUCK CREEK TECHNOLOGIES INC | 292,787 | $12.7B | 0.47% | |
| 33 | CHWYCHEWY INC | 134,835 | $12.1B | 0.45% | |
| 34 | TWTRUSDTWITTER INC | 187,992 | $10.2B | 0.37% | |
| 35 | ZNGAEURZYNGA INC | 1,022,641 | $10.1B | 0.37% | |
| 36 | CLGXCORELOGIC INC | 76,860 | $5.9B | 0.22% | |
| 37 | DISHDISH NETWORK CORPORATION | 109,232 | $3.5B | 0.13% | |
| 38 | NFLXNETFLIX INC | 1,500 | $811.0M | 0.03% | |
| 39 | DASHDOORDASH INC | 5,000 | $714.0M | 0.03% |