HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ORACLE CORP |
2,192,950 | +643,490 | $231,203 |
| ORCL | 2,192,950 | +643,490 | $231,203 |
| TRIMBLE INC |
3,479,817 | +442,131 | $185,126 |
| TRMB | 3,479,817 | +442,131 | $185,126 |
| MICROSOFT CORP |
483,944 | +12,485 | $181,982 |
| MSFT | 483,944 | +12,485 | $181,982 |
| NETFLIX INC |
354,200 | -4,700 | $172,453 |
| NFLX | 354,200 | -4,700 | $172,453 |
| PINTEREST INC |
4,569,168 | +2,023,500 | $169,242 |
| PINS | 4,569,168 | +2,023,500 | $169,242 |
| UNITY SOFTWARE INC |
4,091,289 | +1,790,326 | $167,293 |
| U | 4,091,289 | +1,790,326 | $167,293 |
| ZILLOW GROUP INC |
2,890,000 | -582,177 | $167,215 |
| Z | 2,890,000 | -582,177 | $167,215 |
| META PLATFORMS INC |
400,451 | UNCH | $141,744 |
| META | 400,451 | UNCH | $141,744 |
| AMAZON COM INC |
925,767 | +16,245 | $140,661 |
| AMZN | 925,767 | +16,245 | $140,661 |
| SPOTIFY TECHNOLOGY S A |
691,986 | -185,979 | $130,031 |
| SPOT | 691,986 | -185,979 | $130,031 |
| BROADCOM INC |
103,462 | +6,879 | $115,489 |
| AVGO | 103,462 | +6,879 | $115,489 |
| NEWS CORP NEW |
3,442,650 | +1,702,483 | $84,517 |
| NWSA | 3,442,650 | +1,702,483 | $84,517 |
| MARVELL TECHNOLOGY INC |
1,227,499 | -53,461 | $74,030 |
| MRVL | 1,227,499 | -53,461 | $74,030 |
| INTUIT |
117,175 | +117,175 | $73,238 |
| INTU | 117,175 | +117,175 | $73,238 |
| ADOBE INC |
114,980 | +913 | $68,597 |
| ADBE | 114,980 | +913 | $68,597 |
| MONGODB INC |
149,634 | -18,277 | $61,178 |
| MDB | 149,634 | -18,277 | $61,178 |
| GLOBAL E ONLINE LTD |
1,458,892 | +1,458,892 | $57,816 |
| GLBE | 1,458,892 | +1,458,892 | $57,816 |
| BILL HOLDINGS INC |
606,800 | +606,800 | $49,509 |
| BILL | 606,800 | +606,800 | $49,509 |
| CYBERARK SOFTWARE LTD |
221,888 | +221,888 | $48,605 |
| CYBR | 221,888 | +221,888 | $48,605 |
| APPLOVIN CORP |
949,752 | +486,097 | $37,848 |
| APP | 949,752 | +486,097 | $37,848 |
| SEMTECH CORP |
1,463,817 | +36,838 | $32,072 |
| SMTC | 1,463,817 | +36,838 | $32,072 |
| HASHICORP INC |
897,491 | +897,491 | $21,217 |
| HCP | 897,491 | +897,491 | $21,217 |
See Full List: All Stocks Held By Contour Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Contour Asset Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $2,422,520 At 09/30/2023: $2,100,083 Contour Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Contour Asset Management LLC 13F filings. Link to 13F filings: SEC filings |
