Contour Asset Management as of June 30, 2023
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 23 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $225M | 661k | 340.54 | |
| Adobe Systems Incorporated (ADBE) | 8.8 | $195M | 398k | 488.99 | |
| Unity Software (U) | 8.7 | $193M | 4.4M | 43.42 | |
| Meta Platforms Cl A (META) | 7.5 | $167M | 582k | 286.98 | |
| Oracle Corporation (ORCL) | 7.5 | $167M | 1.4M | 119.09 | |
| Zillow Group Cl C Cap Stk (Z) | 6.8 | $151M | 3.0M | 50.26 | |
| Spotify Technology S A SHS (SPOT) | 6.1 | $136M | 845k | 160.55 | |
| Activision Blizzard | 5.7 | $127M | 1.5M | 84.30 | |
| Netflix (NFLX) | 4.5 | $99M | 225k | 440.49 | |
| Amazon (AMZN) | 4.4 | $98M | 752k | 130.36 | |
| New Relic | 3.4 | $76M | 1.2M | 65.44 | |
| Twilio Cl A (TWLO) | 3.3 | $74M | 1.2M | 63.62 | |
| Trimble Navigation (TRMB) | 3.0 | $67M | 1.3M | 52.94 | |
| News Corp Cl A (NWSA) | 2.9 | $65M | 3.3M | 19.50 | |
| Broadcom (AVGO) | 2.8 | $62M | 71k | 867.43 | |
| Marvell Technology (MRVL) | 2.6 | $58M | 970k | 59.78 | |
| Match Group (MTCH) | 2.5 | $55M | 1.3M | 41.85 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 2.1 | $47M | 4.2M | 11.21 | |
| Skyworks Solutions (SWKS) | 1.7 | $38M | 343k | 110.69 | |
| Monday SHS (MNDY) | 1.6 | $35M | 205k | 171.22 | |
| Chewy Cl A (CHWY) | 1.4 | $32M | 805k | 39.47 | |
| Zoominfo Technologies Common Stock (ZI) | 1.3 | $29M | 1.2M | 25.39 | |
| Mongodb Cl A (MDB) | 1.2 | $26M | 62k | 410.99 |
