Investor Details
| Filer Name: | CONTOUR ASSET MANAGEMENT LLC |
|---|---|
| CIK: | 1510669 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 28 |
| Portfolio Value: | $3.46B |
Contour Asset Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TRMB | US | TRIMBLE INC | 4,681,182 | $331M | 9.57% | 4.4% | - |
| SQ | US | BLOCK INC | 2,985,082 | $254M | 7.34% | 7.7% | - |
| T | US | AT&T INC | 11,095,246 | $253M | 7.31% | 25.7% | - |
| CRM | US | SALESFORCE INC | 647,386 | $216M | 6.26% | 1.3% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 1,731,652 | $191M | 5.53% | -22.9% | - |
| FUN | US | SIX FLAGS ENTERTAINMENT CORP | 3,880,780 | $187M | 5.41% | 100.0% | - |
| WDAY | US | WORKDAY INC-CLASS A | 711,218 | $184M | 5.31% | 100.0% | - |
| Z | US | ZILLOW GROUP INC - C | 2,470,610 | $183M | 5.29% | -12.3% | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 349,043 | $156M | 4.52% | -4.2% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 817,056 | $153M | 4.43% | 100.0% | - |
| NWSA | US | NEWS CORP - CLASS A | 5,382,702 | $148M | 4.29% | 21.1% | - |
| GPN | US | GLOBAL PAYMENTS INC | 1,318,000 | $148M | 4.27% | 100.0% | - |
| GLBE | US | GLOBAL-E ONLINE LTD | 2,646,906 | $144M | 4.17% | 9.1% | - |
| AMZN | US | AMAZON.COM INC | 547,000 | $120M | 3.47% | -25.1% | - |
| ADSK | US | AUTODESK INC | 343,777 | $102M | 2.94% | -26.7% | - |
| ZI | US | ZOOMINFO TECHNOLOGIES INC | 9,640,845 | $101M | 2.93% | -18.5% | - |
| ORCL | US | ORACLE CORP | 532,599 | $89M | 2.57% | -54.7% | - |
| NTNX | US | NUTANIX INC - A | 1,427,238 | $87M | 2.53% | 100.0% | - |
| PINS | US | PINTEREST INC- CLASS A | 2,976,896 | $86M | 2.50% | 100.0% | - |
| CVNA | US | CARVANA CO | 375,120 | $76M | 2.21% | -45.8% | - |