Contour Asset Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.6T
Holdings
26
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 433,769 | $127.9B | 7.88% | |
| 2 | ORCLORACLE CORP | 1,549,930 | $126.7B | 7.81% | |
| 3 | WDAYWORKDAY INC | 680,953 | $113.9B | 7.02% | |
| 4 | METAMETA PLATFORMS INC | 929,971 | $111.9B | 6.90% | |
| 5 | TWLOTWILIO INC | 2,143,118 | $104.9B | 6.47% | |
| 6 | NEWREURNEW RELIC INC | 1,663,576 | $93.9B | 5.79% | |
| 7 | FIVNFIVE9 INC | 1,255,591 | $85.2B | 5.25% | |
| 8 | NWSANEWS CORP NEW | 4,542,864 | $82.7B | 5.09% | |
| 9 | PYPLPAYPAL HLDGS INC | 1,020,412 | $72.7B | 4.48% | |
| 10 | XYZBLOCK INC | 1,097,675 | $69.0B | 4.25% | |
| 11 | CCCCCC INTELLIGENT SOLUTIONS HL | 6,939,000 | $60.4B | 3.72% | |
| 12 | ASMLASML HOLDING N V | 104,872 | $57.3B | 3.53% | |
| 13 | FISVFISERV INC | 565,060 | $57.1B | 3.52% | |
| 14 | ZZILLOW GROUP INC | 1,745,263 | $56.2B | 3.46% | |
| 15 | WMGWARNER MUSIC GROUP CORP | 1,567,279 | $54.9B | 3.38% | |
| 16 | MRVLMARVELL TECHNOLOGY INC | 1,373,497 | $50.9B | 3.14% | |
| 17 | AMZNAMAZON COM INC | 594,985 | $50.0B | 3.08% | |
| 18 | GOOGLALPHABET INC | 563,981 | $49.8B | 3.07% | |
| 19 | CHWYCHEWY INC | 1,324,994 | $49.1B | 3.03% | |
| 20 | MDBMONGODB INC | 170,500 | $33.6B | 2.07% | |
| 21 | OKTAOKTA INC | 428,287 | $29.3B | 1.80% | |
| 22 | AWMSKYWORKS SOLUTIONS INC | 319,942 | $29.2B | 1.80% | |
| 23 | TRIPTRIPADVISOR INC | 1,141,005 | $20.5B | 1.26% | |
| 24 | CARGCARGURUS INC | 868,237 | $12.2B | 0.75% | |
| 25 | —MOMENTIVE GLOBAL INC | 1,705,952 | $11.9B | 0.74% | |
| 26 | WKWORKIVA INC | 139,532 | $11.7B | 0.72% |