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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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8 |
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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 |
|
ORCL |
Oracle Corp |
1 |
- |
$144.64 |
$269,051,000 |
2,141,954 |
10.5% |
37,848,000 |
-50,996 |
0.071 |
Application Software |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$446.34 |
$188,244,000 |
447,433 |
7.35% |
6,262,000 |
-36,511 |
0.006 |
Application Software |
|
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Z |
Zillow Group Inc |
5 |
- |
$49.02 |
$140,277,000 |
2,875,700 |
5.48% |
-26,938,000 |
-14,300 |
1.331 |
Business Services |
|
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PINS |
Pinterest, Inc. |
7 |
- |
$44.22 |
$131,574,000 |
3,795,030 |
5.14% |
-37,668,000 |
-774,138 |
0.674 |
N/A |
|
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AVGO |
Broadcom Limited |
10 |
- |
$1,802.52 |
$93,565,000 |
70,593 |
3.65% |
-21,924,000 |
-32,869 |
0.018 |
Semiconductor- Broad... |
|
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SPOT |
Spotify Technology SA |
11 |
- |
$309.90 |
$90,876,000 |
344,359 |
3.55% |
-39,155,000 |
-347,627 |
0.184 |
N/A |
|
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NWSA |
News Corp Class A |
14 |
- |
$27.01 |
$85,766,000 |
3,276,000 |
3.35% |
1,249,000 |
-166,650 |
0.762 |
Entertainment - Diver... |
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U |
Unity Software Inc. |
26 |
- |
$16.08 |
$25,576,000 |
957,901 |
1% |
-141,717,000 |
-3,133,388 |
0.252 |
N/A |
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