Contour Asset Management as of June 30, 2022
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 22 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Relic | 9.9 | $126M | 2.5M | 50.05 | |
| Five9 (FIVN) | 8.0 | $102M | 1.1M | 91.14 | |
| salesforce (CRM) | 6.3 | $81M | 491k | 165.04 | |
| Block Cl A (SQ) | 6.1 | $78M | 1.3M | 61.46 | |
| Metropcs Communications (TMUS) | 5.7 | $73M | 543k | 134.54 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 5.7 | $73M | 7.9M | 9.20 | |
| Cargurus Com Cl A (CARG) | 5.6 | $71M | 3.3M | 21.49 | |
| Marvell Technology (MRVL) | 5.4 | $69M | 1.6M | 43.53 | |
| Netflix (NFLX) | 5.3 | $68M | 387k | 174.87 | |
| Workday Cl A (WDAY) | 5.3 | $68M | 484k | 139.58 | |
| Booking Holdings (BKNG) | 5.0 | $64M | 37k | 1748.98 | |
| News Corp Cl A (NWSA) | 4.1 | $53M | 3.4M | 15.58 | |
| Zendesk | 4.1 | $52M | 704k | 74.07 | |
| Outfront Media (OUT) | 4.0 | $51M | 3.0M | 16.95 | |
| Green Dot Corp Cl A (GDOT) | 3.7 | $47M | 1.9M | 25.11 | |
| Qorvo (QRVO) | 3.4 | $43M | 456k | 94.32 | |
| Visa Com Cl A (V) | 2.7 | $35M | 177k | 196.89 | |
| Momentive Global | 2.4 | $31M | 3.5M | 8.80 | |
| Amazon (AMZN) | 2.2 | $28M | 259k | 106.21 | |
| Tripadvisor (TRIP) | 1.9 | $25M | 1.4M | 17.80 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $23M | 736k | 31.75 | |
| Intuit (INTU) | 1.3 | $16M | 42k | 385.43 |
