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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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11 |
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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 |
|
ORCL |
Oracle Corp |
1 |
- |
$115.80 |
$231,203,000 |
2,192,950 |
9.54% |
67,084,000 |
643,490 |
0.073 |
Application Software |
|
|
TRMB |
Trimble Navigation Ltd |
2 |
- |
$55.93 |
$185,126,000 |
3,479,817 |
7.64% |
21,516,000 |
442,131 |
1.391 |
Scientific & Technica... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$406.66 |
$181,982,000 |
483,944 |
7.51% |
33,119,000 |
12,485 |
0.006 |
Application Software |
|
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PINS |
Pinterest, Inc. |
5 |
- |
$40.41 |
$169,242,000 |
4,569,168 |
6.99% |
100,433,000 |
2,023,500 |
0.812 |
N/A |
|
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U |
Unity Software Inc. |
6 |
- |
$24.74 |
$167,293,000 |
4,091,289 |
6.91% |
95,066,000 |
1,790,326 |
1.553 |
N/A |
|
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AMZN |
Amazon.com Inc |
9 |
- |
$186.21 |
$140,661,000 |
925,767 |
5.81% |
25,043,000 |
16,245 |
0.009 |
Internet Software & S... |
|
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AVGO |
Broadcom Limited |
11 |
- |
$1,278.11 |
$115,489,000 |
103,462 |
4.77% |
35,269,000 |
6,879 |
0.026 |
Semiconductor- Broad... |
|
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NWSA |
News Corp Class A |
12 |
- |
$24.47 |
$84,517,000 |
3,442,650 |
3.49% |
49,609,000 |
1,702,483 |
0.881 |
Entertainment - Diver... |
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ADBE |
Adobe Systems Inc |
15 |
- |
$486.18 |
$68,597,000 |
114,980 |
2.83% |
10,434,000 |
913 |
0.024 |
Application Software |
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APP |
Applovin Corp |
20 |
- |
$75.07 |
$37,848,000 |
949,752 |
1.56% |
19,320,000 |
486,097 |
0.438 |
N/A |
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SMTC |
Semtech Corp |
21 |
- |
$39.01 |
$32,072,000 |
1,463,817 |
1.32% |
-4,673,000 |
36,838 |
2.003 |
Semiconductor - Integ... |
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