13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005161
Total Value
$3.03B
Positions
53
Other Managers
1
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIMBLE INC | TRMB | 4,285,000 | $266.1M | 8.78% |
| 2 | ORACLE CORP | ORCL-PD | 1,176,620 | $200.5M | 6.62% |
| 3 | AT&T INC | T-PC | 8,437,823 | $185.6M | 6.13% |
| 4 | BLOCK INC | BSQKZ | 2,647,000 | $177.7M | 5.87% |
| 5 | ZILLOW GROUP INC | Z | 2,694,259 | $172.0M | 5.68% |
| 6 | SALESFORCE INC | CRM | 610,726 | $167.2M | 5.52% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 2,146,000 | $154.8M | 5.11% |
| 8 | AMAZON COM INC | AMZN | 730,000 | $136.0M | 4.49% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 355,500 | $131.0M | 4.33% |
| 10 | AUTODESK INC | ADSK | 448,589 | $123.6M | 4.08% |
| 11 | NEWS CORP NEW | NWSLL | 4,446,000 | $118.4M | 3.91% |
| 12 | ZOOMINFO TECHNOLOGIES INC | GTM | 11,314,924 | $116.8M | 3.86% |
| 13 | CARVANA CO | CVNA | 661,851 | $115.2M | 3.80% |
| 14 | BROADCOM INC | AVGO | 541,746 | $93.5M | 3.09% |
| 15 | HP INC | HPQ | 2,548,555 | $91.4M | 3.02% |
| 16 | GLOBAL E ONLINE LTD | GLBE | 2,319,728 | $89.2M | 2.94% |
| 17 | CYBERARK SOFTWARE LTD | M2682V108 | 239,975 | $70.0M | 2.31% |
| 18 | MICROSOFT CORP | MSFT | 153,027 | $65.8M | 2.17% |
| 19 | ALPHABET INC | GOOG | 371,766 | $61.7M | 2.04% |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 1,308,537 | $58.8M | 1.94% |
| 21 | QORVO INC | QRVO | 522,750 | $54.0M | 1.78% |
| 22 | MONGODB INC | MDB | 176,603 | $47.7M | 1.58% |
| 23 | HUBSPOT INC | HUBS | 84,535 | $44.9M | 1.48% |
| 24 | PAYPAL HLDGS INC | PYPL | 555,634 | $43.4M | 1.43% |
| 25 | WAYFAIR INC | W | 672,000 | $37.8M | 1.25% |
| 26 | HASHICORP INC | 418100103 | 1,106,405 | $37.5M | 1.24% |
| 27 | BLOOM ENERGY CORP | BE | 2,837,086 | $30.0M | 0.99% |
| 28 | ROCKET COS INC | 77311W101 | 1,433,309 | $27.5M | 0.91% |
| 29 | TRIMBLE INC | TRMB | 198,269 | $12.3M | 0.41% |
| 30 | AT&T INC | T-PC | 388,810 | $8.6M | 0.28% |
| 31 | BLOCK INC | BSQKZ | 124,022 | $8.3M | 0.27% |
| 32 | ZILLOW GROUP INC | Z | 124,022 | $7.9M | 0.26% |
| 33 | SALESFORCE INC | CRM | 28,401 | $7.8M | 0.26% |
| 34 | MARVELL TECHNOLOGY INC | MRVL | 99,218 | $7.2M | 0.24% |
| 35 | AUTODESK INC | ADSK | 20,650 | $5.7M | 0.19% |
| 36 | ZOOMINFO TECHNOLOGIES INC | GTM | 520,894 | $5.4M | 0.18% |
| 37 | CARVANA CO | CVNA | 30,509 | $5.3M | 0.18% |
| 38 | BROADCOM INC | AVGO | 24,928 | $4.3M | 0.14% |
| 39 | HP INC | HPQ | 117,325 | $4.2M | 0.14% |
| 40 | GLOBAL E ONLINE LTD | GLBE | 106,659 | $4.1M | 0.14% |
| 41 | SPOTIFY TECHNOLOGY S A | SPOT | 8,800 | $3.2M | 0.11% |
| 42 | CYBERARK SOFTWARE LTD | M2682V108 | 11,038 | $3.2M | 0.11% |
| 43 | MICROSOFT CORP | MSFT | 7,044 | $3.0M | 0.10% |
| 44 | ALPHABET INC | GOOG | 17,115 | $2.8M | 0.09% |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 60,275 | $2.7M | 0.09% |
| 46 | QORVO INC | QRVO | 24,060 | $2.5M | 0.08% |
| 47 | MONGODB INC | MDB | 8,123 | $2.2M | 0.07% |
| 48 | HUBSPOT INC | HUBS | 3,907 | $2.1M | 0.07% |
| 49 | PAYPAL HLDGS INC | PYPL | 25,707 | $2.0M | 0.07% |
| 50 | WAYFAIR INC | W | 32,000 | $1.8M | 0.06% |
| 51 | HASHICORP INC | 418100103 | 50,849 | $1.7M | 0.06% |
| 52 | BLOOM ENERGY CORP | BE | 130,223 | $1.4M | 0.05% |
| 53 | ROCKET COS INC | 77311W101 | 65,856 | $1.3M | 0.04% |