Contour Asset Management

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
Twitter 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