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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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10 |
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Menu
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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 |
|
TRMB |
Trimble Navigation Ltd |
2 |
- |
$57.00 |
$230,888,000 |
3,587,447 |
9.01% |
45,762,000 |
107,630 |
1.434 |
Scientific & Technica... |
|
|
AMZN |
Amazon.com Inc |
4 |
- |
$182.81 |
$182,569,000 |
1,012,133 |
7.13% |
41,908,000 |
86,366 |
0.01 |
Internet Software & S... |
|
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MRVL |
Marvell Technology, Inc. |
8 |
- |
$73.14 |
$106,947,000 |
1,508,847 |
4.17% |
32,917,000 |
281,348 |
0.184 |
N/A |
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SQ |
Square Inc |
9 |
- |
$61.90 |
$102,145,000 |
1,207,670 |
3.99% |
102,145,000 |
1,207,670 |
0.225 |
N/A |
|
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MDB |
Mongodb Inc |
15 |
- |
$218.85 |
$82,285,000 |
229,436 |
3.21% |
21,107,000 |
79,802 |
0.334 |
N/A |
|
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GLBE |
Global E Online Ord Shs |
16 |
- |
$30.86 |
$72,354,000 |
1,990,487 |
2.82% |
14,538,000 |
531,595 |
1.399 |
N/A |
|
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NVDA |
NVIDIA Corporation |
18 |
- |
$135.58 |
$64,064,000 |
70,902 |
2.5% |
64,064,000 |
70,902 |
0.003 |
Semiconductor - Speci... |
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CYBR |
Cyber-Ark Software Ltd |
19 |
- |
$255.05 |
$64,027,000 |
241,040 |
2.5% |
15,422,000 |
19,152 |
0.622 |
N/A |
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SMTC |
Semtech Corp |
22 |
- |
$29.50 |
$40,273,000 |
1,464,991 |
1.57% |
8,201,000 |
1,174 |
1.688 |
Semiconductor - Integ... |
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HCP |
Hashicorp, Inc. |
24 |
- |
$0.00 |
$36,156,000 |
1,341,587 |
1.41% |
14,939,000 |
444,096 |
1.19 |
N/A |
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