13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001135
Total Value
$3.46B
Positions
53
Other Managers
1
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIMBLE INC | TRMB | 4,485,822 | $317.0M | 9.17% |
| 2 | BLOCK INC | BSQKZ | 2,861,000 | $243.2M | 7.03% |
| 3 | AT&T INC | T-PC | 10,634,620 | $242.2M | 7.00% |
| 4 | SALESFORCE INC | CRM | 619,554 | $207.1M | 5.99% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 1,659,000 | $183.2M | 5.30% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,719,374 | $179.2M | 5.18% |
| 7 | WORKDAY INC | WDAY | 681,383 | $175.8M | 5.09% |
| 8 | ZILLOW GROUP INC | Z | 2,367,000 | $175.3M | 5.07% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 344,100 | $153.9M | 4.45% |
| 10 | NEWS CORP NEW | NWSLL | 5,382,702 | $148.2M | 4.29% |
| 11 | TEXAS INSTRS INC | 882508104 | 783,102 | $146.8M | 4.25% |
| 12 | GLOBAL PMTS INC | 37940X102 | 1,265,000 | $141.8M | 4.10% |
| 13 | GLOBAL E ONLINE LTD | GLBE | 2,537,055 | $138.3M | 4.00% |
| 14 | AMAZON COM INC | AMZN | 547,000 | $120.0M | 3.47% |
| 15 | AUTODESK INC | ADSK | 329,484 | $97.4M | 2.82% |
| 16 | ZOOMINFO TECHNOLOGIES INC | GTM | 9,240,263 | $97.1M | 2.81% |
| 17 | ORACLE CORP | ORCL-PD | 532,599 | $88.8M | 2.57% |
| 18 | NUTANIX INC | NTNX | 1,367,943 | $83.7M | 2.42% |
| 19 | PINTEREST INC | PINS | 2,853,313 | $82.7M | 2.39% |
| 20 | CARVANA CO | CVNA | 359,968 | $73.2M | 2.12% |
| 21 | MONGODB INC | MDB | 197,143 | $45.9M | 1.33% |
| 22 | DRAFTKINGS INC NEW | DKNG | 1,046,675 | $38.9M | 1.13% |
| 23 | HASHICORP INC | 418100103 | 1,081,968 | $37.0M | 1.07% |
| 24 | WAYFAIR INC | W | 785,000 | $34.8M | 1.01% |
| 25 | LIBERTY GLOBAL LTD | LBTYK | 1,934,054 | $24.7M | 0.71% |
| 26 | UPWORK INC | UPWK | 1,444,070 | $23.6M | 0.68% |
| 27 | DUN & BRADSTREET HLDGS INC | 26484T106 | 1,308,408 | $16.3M | 0.47% |
| 28 | FIVERR INTL LTD | M4R82T106 | 492,064 | $15.6M | 0.45% |
| 29 | TRIMBLE INC | TRMB | 195,360 | $13.8M | 0.40% |
| 30 | BLOCK INC | BSQKZ | 124,082 | $10.5M | 0.31% |
| 31 | AT&T INC | T-PC | 460,626 | $10.5M | 0.30% |
| 32 | SALESFORCE INC | CRM | 27,832 | $9.3M | 0.27% |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 72,652 | $8.0M | 0.23% |
| 34 | SIX FLAGS ENTERTAINMENT CORP | FUN | 161,406 | $7.8M | 0.22% |
| 35 | WORKDAY INC | WDAY | 29,835 | $7.7M | 0.22% |
| 36 | ZILLOW GROUP INC | Z | 103,610 | $7.7M | 0.22% |
| 37 | TEXAS INSTRS INC | 882508104 | 33,954 | $6.4M | 0.18% |
| 38 | GLOBAL E ONLINE LTD | GLBE | 109,851 | $6.0M | 0.17% |
| 39 | GLOBAL PMTS INC | 37940X102 | 53,000 | $5.9M | 0.17% |
| 40 | AUTODESK INC | ADSK | 14,293 | $4.2M | 0.12% |
| 41 | ZOOMINFO TECHNOLOGIES INC | GTM | 400,582 | $4.2M | 0.12% |
| 42 | NUTANIX INC | NTNX | 59,295 | $3.6M | 0.10% |
| 43 | PINTEREST INC | PINS | 123,583 | $3.6M | 0.10% |
| 44 | CARVANA CO | CVNA | 15,152 | $3.1M | 0.09% |
| 45 | WAYFAIR INC | W | 50,455 | $2.2M | 0.06% |
| 46 | SPOTIFY TECHNOLOGY S A | SPOT | 4,943 | $2.2M | 0.06% |
| 47 | MONGODB INC | MDB | 8,551 | $2.0M | 0.06% |
| 48 | HASHICORP INC | 418100103 | 48,185 | $1.6M | 0.05% |
| 49 | DRAFTKINGS INC NEW | DKNG | 44,051 | $1.6M | 0.05% |
| 50 | LIBERTY GLOBAL LTD | LBTYK | 82,428 | $1.1M | 0.03% |
| 51 | UPWORK INC | UPWK | 62,540 | $1.0M | 0.03% |
| 52 | DUN & BRADSTREET HLDGS INC | 26484T106 | 57,422 | $715,478 | 0.02% |
| 53 | FIVERR INTL LTD | M4R82T106 | 21,221 | $673,342 | 0.02% |