Q4 2024 · 13F-HR
Contour Asset Management LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001135
$3.46B
Reported value
28
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 896239100 | TRMB | TRIMBLE INC | $330.8M | 9.57% | 4,681,182 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $253.7M | 7.34% | 2,985,082 | Common | SOLE |
| 00206R102 | T | AT&T INC | $252.6M | 7.31% | 11,095,246 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $216.4M | 6.26% | 647,386 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $191.3M | 5.53% | 1,731,652 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $187.0M | 5.41% | 3,880,780 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $183.5M | 5.31% | 711,218 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $182.9M | 5.29% | 2,470,610 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $156.2M | 4.52% | 349,043 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $153.2M | 4.43% | 817,056 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $148.2M | 4.29% | 5,382,702 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $147.7M | 4.27% | 1,318,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $144.3M | 4.17% | 2,646,906 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $120.0M | 3.47% | 547,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $101.6M | 2.94% | 343,777 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $101.3M | 2.93% | 9,640,845 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $88.8M | 2.57% | 532,599 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $87.3M | 2.53% | 1,427,238 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $86.3M | 2.50% | 2,976,896 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $76.3M | 2.21% | 375,120 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $47.9M | 1.39% | 205,694 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $40.6M | 1.17% | 1,090,726 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $38.7M | 1.12% | 1,130,153 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $37.0M | 1.07% | 835,455 | Common | SOLE |
| G61188101 | LBTYA | LIBERTY GLOBAL LTD | $25.7M | 0.74% | 2,016,482 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $24.6M | 0.71% | 1,506,610 | Common | SOLE |
| 26484T106 | DNB | DUN & BRADSTREET HLDGS INC | $17.0M | 0.49% | 1,365,830 | Common | SOLE |
| M4R82T106 | FVRR | FIVERR INTL LTD | $16.3M | 0.47% | 513,285 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.