Contour Asset Management LLC

CIK Number: 0001510669

2.4B
Market Value
25
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 TRMB Trimble Inc.
71.82
+0.17% 4.68M +4.41% 330.77M 55.36 9.57%
2 T AT&T Inc.
27.79
+0.47% 11.1M +25.70% 252.64M 19.75 7.31%
3 CRM Salesforce, Inc...
260.75
+0.48% 647.39K +1.29% 216.44M 274.48 6.26%
4 MRVL Marvell Technol...
73.56
-1.86% 1.73M -22.87% 191.26M 62.4 5.53%
5 FUN Six Flags Enter...
30.39
+0.16% 3.88M +100.00% 187.01M 48.19 5.41%
6 WDAY Workday, Inc.
238.09
+0.51% 711.22K +100.00% 183.52M 258.03 5.31%
7 Z Zillow Group, I...
68.15
+0.92% 2.47M -12.34% 182.95M 43.06 5.29%
8 SPOT Spotify Technol...
707.70
-0.35% 349.04K -4.19% 156.15M 150.42 4.52%
9 TXN Texas Instrumen...
198.24
-0.06% 817.06K +100.00% 153.21M 187.51 4.43%
10 NWSA News Corporatio...
28.34
+1.02% 5.38M +21.07% 148.24M 24.18 4.29%
11 GPN Global Payments...
76.71
+0.72% 1.32M +100.00% 147.7M 112.06 4.27%
12 GLBE Global-e Online...
31.24
-0.76% 2.65M +9.09% 144.34M 39.64 4.17%
13 AMZN Amazon.com, Inc...
209.63
-1.36% 547K -25.07% 120.01M 124.23 3.47%
14 ADSK Autodesk, Inc.
297.15
+0.66% 343.78K -26.74% 101.61M 250.37 2.94%
15 ORCL Oracle Corporat...
205.08
-2.75% 532.6K -54.73% 88.75M 90.34 2.57%
16 NTNX Nutanix, Inc.
72.69
-1.23% 1.43M +100.00% 87.32M 61.18 2.53%
17 PINS Pinterest, Inc.
34.21
-1.65% 2.98M +100.00% 86.33M 29 2.50%
18 CVNA Carvana Co.
320.77
+4.18% 375.12K -45.82% 76.28M 102.54 2.21%
19 MDB MongoDB, Inc.
201.49
-1.3% 205.69K +11.35% 47.89M 306.98 1.39%
20 DKNG DraftKings Inc.
40.54
+2.37% 1.09M +100.00% 40.58M 37.2 1.17%
21 W Wayfair Inc.
49.58
+0.96% 835.46K +18.67% 37.03M 58.53 1.07%
22 LBTYA Liberty Global ...
9.80
+1.08% 2.02M +100.00% 25.73M 12.76 0.74%
23 UPWK Upwork Inc.
13.13
-1.83% 1.51M +100.00% 24.63M 16.35 0.71%
24 DNB Dun & Bradstree...
9.07
+0.06% 1.37M +100.00% 17.02M 12.46 0.49%
25 FVRR Fiverr Internat...
29.06
-1.89% 513.28K +100.00% 16.29M 31.73 0.47%