13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001399
Total Value
$1.62B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 433,769 | $127.9M | 7.88% |
| 2 | ORACLE CORP | ORCL-PD | 1,549,930 | $126.7M | 7.81% |
| 3 | WORKDAY INC | WDAY | 680,953 | $113.9M | 7.02% |
| 4 | META PLATFORMS INC | META | 929,971 | $111.9M | 6.90% |
| 5 | TWILIO INC | TWLO | 2,143,118 | $104.9M | 6.47% |
| 6 | NEW RELIC INC | 64829B100 | 1,663,576 | $93.9M | 5.79% |
| 7 | FIVE9 INC | FIVN | 1,255,591 | $85.2M | 5.25% |
| 8 | NEWS CORP NEW | NWSLL | 4,542,864 | $82.7M | 5.09% |
| 9 | PAYPAL HLDGS INC | PYPL | 1,020,412 | $72.7M | 4.48% |
| 10 | BLOCK INC | BSQKZ | 1,097,675 | $69.0M | 4.25% |
| 11 | CCC INTELLIGENT SOLUTIONS HL | CCC | 6,939,000 | $60.4M | 3.72% |
| 12 | ASML HOLDING N V | ASMLF | 104,872 | $57.3M | 3.53% |
| 13 | FISERV INC | FISV | 565,060 | $57.1M | 3.52% |
| 14 | ZILLOW GROUP INC | Z | 1,745,263 | $56.2M | 3.46% |
| 15 | WARNER MUSIC GROUP CORP | WMG | 1,567,279 | $54.9M | 3.38% |
| 16 | MARVELL TECHNOLOGY INC | MRVL | 1,373,497 | $50.9M | 3.14% |
| 17 | AMAZON COM INC | AMZN | 594,985 | $50.0M | 3.08% |
| 18 | ALPHABET INC | GOOG | 563,981 | $49.8M | 3.07% |
| 19 | CHEWY INC | CHWY | 1,324,994 | $49.1M | 3.03% |
| 20 | MONGODB INC | MDB | 170,500 | $33.6M | 2.07% |
| 21 | OKTA INC | OKTA | 428,287 | $29.3M | 1.80% |
| 22 | SKYWORKS SOLUTIONS INC | SWKS | 319,942 | $29.2M | 1.80% |
| 23 | TRIPADVISOR INC | TRIP | 1,141,005 | $20.5M | 1.26% |
| 24 | CARGURUS INC | CARG | 868,237 | $12.2M | 0.75% |
| 25 | MOMENTIVE GLOBAL INC | 60878Y108 | 1,705,952 | $11.9M | 0.74% |
| 26 | WORKIVA INC | WK | 139,532 | $11.7M | 0.72% |