Contour Asset Management as of Sept. 30, 2021
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 31 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Workday Cl A (WDAY) | 10.2 | $234M | 935k | 249.89 | |
News Corp Cl A (NWSA) | 9.5 | $217M | 9.2M | 23.53 | |
Zillow Group Cl C Cap Stk (Z) | 6.3 | $144M | 1.6M | 88.14 | |
Marvell Technology (MRVL) | 5.5 | $126M | 2.1M | 60.31 | |
Ceridian Hcm Hldg (DAY) | 5.4 | $124M | 1.1M | 112.62 | |
NCR Corporation (VYX) | 5.2 | $120M | 3.1M | 38.76 | |
Cargurus Com Cl A (CARG) | 4.9 | $112M | 3.6M | 31.41 | |
4.6 | $105M | 1.7M | 60.39 | ||
New Relic | 4.6 | $104M | 1.5M | 71.77 | |
Cornerstone Ondemand | 4.4 | $100M | 1.7M | 57.26 | |
Outfront Media (OUT) | 4.0 | $92M | 3.7M | 25.20 | |
Avaya Holdings Corp | 3.8 | $88M | 4.4M | 19.79 | |
Redfin Corp (RDFN) | 3.7 | $84M | 1.7M | 50.10 | |
Dish Network Corporation Cl A | 3.3 | $76M | 1.7M | 43.46 | |
Green Dot Corp Cl A (GDOT) | 3.2 | $74M | 1.5M | 50.33 | |
Qorvo (QRVO) | 3.1 | $71M | 423k | 167.19 | |
Zscaler Incorporated (ZS) | 2.9 | $66M | 253k | 262.22 | |
Coursera (COUR) | 2.8 | $65M | 2.1M | 31.65 | |
Ncino | 2.3 | $54M | 753k | 71.03 | |
Cirrus Logic (CRUS) | 2.2 | $50M | 606k | 82.35 | |
Blackline (BL) | 1.6 | $36M | 303k | 118.06 | |
Zynga Cl A | 1.5 | $35M | 4.6M | 7.53 | |
Toast Cl A (TOST) | 1.4 | $33M | 664k | 49.95 | |
Walkme Ord Shs (WKME) | 1.1 | $25M | 838k | 29.75 | |
Activision Blizzard | 0.9 | $20M | 257k | 77.39 | |
Zendesk | 0.5 | $13M | 108k | 116.39 | |
Ccc Intelligent Solutions Holdings (CCCS) | 0.5 | $12M | 1.1M | 10.51 | |
Xerox Holdings Corp Com New (XRX) | 0.2 | $5.7M | 280k | 20.17 | |
Tripadvisor (TRIP) | 0.2 | $4.4M | 131k | 33.85 | |
Zoom Video Communications In Cl A (ZM) | 0.2 | $4.1M | 16k | 261.50 | |
Freshworks Class A Com (FRSH) | 0.0 | $427k | 10k | 42.70 |