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| Name: |
CONTOUR ASSET MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
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9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CRM |
Salesforce.com Inc |
6 |
New |
$231.81 |
$132,005,000 |
438,294 |
5.15% |
132,005,000 |
438,294 |
0.048 |
Internet Software & S... |
|
|
CMCSA |
Comcast Corp |
12 |
New |
$36.90 |
$90,170,000 |
2,080,054 |
3.52% |
90,170,000 |
2,080,054 |
0.046 |
CATV Systems |
|
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QRVO |
Qorvo, Inc. |
13 |
New |
$114.71 |
$88,498,000 |
770,689 |
3.45% |
88,498,000 |
770,689 |
0.676 |
N/A |
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W |
Wayfair Inc. |
17 |
New |
$52.21 |
$69,204,000 |
1,019,500 |
2.7% |
69,204,000 |
1,019,500 |
0.884 |
N/A |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
20 |
New |
$179.69 |
$48,972,000 |
359,959 |
1.91% |
48,972,000 |
359,959 |
0.007 |
Semiconductor - Integ... |
|
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CVNA |
Carvana Co. |
21 |
New |
$110.78 |
$40,625,000 |
462,118 |
1.59% |
40,625,000 |
462,118 |
0.377 |
N/A |
|
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TKO |
Tko Group Holdings, Inc. |
23 |
New |
$104.52 |
$40,012,000 |
463,047 |
1.56% |
40,012,000 |
463,047 |
0.557 |
N/A |
|
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FWONK |
Liberty Media Corporation |
25 |
New |
$0.00 |
$33,807,000 |
515,348 |
1.32% |
33,807,000 |
515,348 |
0.248 |
N/A |
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TDC |
Teradata Corp /de/ |
27 |
New |
$32.93 |
$11,774,000 |
304,462 |
0.46% |
11,774,000 |
304,462 |
0.279 |
Data Storage Devices |
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