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All Stocks Held By Contour Asset Management LLC
As of  12/31/2023, we find all stocks held by Contour Asset Management LLC to be as follows, presented in the table below with each row detailing each Contour Asset Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Contour Asset Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Contour Asset Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ORACLE CORP 2,192,950 +643,490 $231,203
     ORCL2,192,950+643,490$231,203
TRIMBLE INC 3,479,817 +442,131 $185,126
     TRMB3,479,817+442,131$185,126
MICROSOFT CORP 483,944 +12,485 $181,982
     MSFT483,944+12,485$181,982
NETFLIX INC 354,200 -4,700 $172,453
     NFLX354,200-4,700$172,453
PINTEREST INC 4,569,168 +2,023,500 $169,242
     PINS4,569,168+2,023,500$169,242
UNITY SOFTWARE INC 4,091,289 +1,790,326 $167,293
     U4,091,289+1,790,326$167,293
ZILLOW GROUP INC 2,890,000 -582,177 $167,215
     Z2,890,000-582,177$167,215
META PLATFORMS INC 400,451 UNCH $141,744
     META400,451UNCH$141,744
AMAZON COM INC 925,767 +16,245 $140,661
     AMZN925,767+16,245$140,661
SPOTIFY TECHNOLOGY S A 691,986 -185,979 $130,031
     SPOT691,986-185,979$130,031
BROADCOM INC 103,462 +6,879 $115,489
     AVGO103,462+6,879$115,489
NEWS CORP NEW 3,442,650 +1,702,483 $84,517
     NWSA3,442,650+1,702,483$84,517
MARVELL TECHNOLOGY INC 1,227,499 -53,461 $74,030
     MRVL1,227,499-53,461$74,030
INTUIT 117,175 +117,175 $73,238
     INTU117,175+117,175$73,238
ADOBE INC 114,980 +913 $68,597
     ADBE114,980+913$68,597
MONGODB INC 149,634 -18,277 $61,178
     MDB149,634-18,277$61,178
GLOBAL E ONLINE LTD 1,458,892 +1,458,892 $57,816
     GLBE1,458,892+1,458,892$57,816
BILL HOLDINGS INC 606,800 +606,800 $49,509
     BILL606,800+606,800$49,509
CYBERARK SOFTWARE LTD 221,888 +221,888 $48,605
     CYBR221,888+221,888$48,605
APPLOVIN CORP 949,752 +486,097 $37,848
     APP949,752+486,097$37,848
SEMTECH CORP 1,463,817 +36,838 $32,072
     SMTC1,463,817+36,838$32,072
HASHICORP INC 897,491 +897,491 $21,217
     HCP897,491+897,491$21,217
COGNEX CORP 274,409 +274,409 $11,454
     CGNX274,409+274,409$11,454
ACTIVISION BLIZZARD INC $0 (exited)
     ATVI0-871,056$0
CCC INTELLIGENT SOLUTIONS HL $0 (exited)
     CCCS0-1,487,859$0
ENDEAVOR GROUP HLDGS INC $0 (exited)
     EDR0-3,423,206$0
MATCH GROUP INC NEW $0 (exited)
     MTCH0-1,899,163$0
NEW RELIC INC $0 (exited)
     NEWR0-1,192,188$0
NVIDIA CORPORATION $0 (exited)
     NVDA0-900$0
BLOCK INC $0 (exited)
     SQ0-711,738$0
TWILIO INC $0 (exited)
     TWLO0-527,400$0
WESTERN UN CO 0 -3,816,182 $0 (exited)
     WU0-3,816,182$0

See Summary: Contour Asset Management LLC Top Holdings
See Details: Top 10 Stocks Held By Contour Asset Management LLC

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
INTU +117,175+$73,238
GLBE +1,458,892+$57,816
BILL +606,800+$49,509
CYBR +221,888+$48,605
HCP +897,491+$21,217
CGNX +274,409+$11,454
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
NEWR -1,192,188-$102,075
ATVI -871,056-$81,557
MTCH -1,899,163-$74,400
EDR -3,423,206-$68,122
WU -3,816,182-$50,297
SQ -711,738-$31,502
TWLO -527,400-$30,869
CCCS -1,487,859-$19,863
NVDA -900-$391
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
PINS +2,023,500+$100,433
U +1,790,326+$95,066
NWSA +1,702,483+$49,609
ORCL +643,490+$67,084
APP +486,097+$19,320
TRMB +442,131+$21,516
SMTC +36,838-$4,673
AMZN +16,245+$25,043
MSFT +12,485+$33,119
AVGO +6,879+$35,269
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
Z -582,177+$6,939
SPOT -185,979-$5,738
MRVL -53,461+$4,692
MDB -18,277+$3,104
NFLX -4,700+$36,932
META UNCH+$21,525
ADBE +913+$10,434
Contour Asset Management LLC Info
Size ($ 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

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