13F-HR filed by Contour Asset Management LLC
Contour Asset Management LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 31 holding rows worth $2,463,920,000.
- Accession
- 0001172661-22-001447
- Filer
- CIK 1510669
- Filed
- 2022-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 31 entries on the cover page, a total value of $2,463,920,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,463,920,000 with VALUE read as thousands by filing date, 13F file number 028-14201. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEWS CORP NEW CL A | 65249B109 | Stock | 7,220,183 | $159,927,000 | thousands by filing date | |
| NEW RELIC INC | 64829B100 | COMMON STOCK | 2,262,262 | $151,300,000 | thousands by filing date | |
| OUTFRONT MEDIA INC | 69007J106 | COM | 5,222,119 | $148,465,000 | thousands by filing date | |
| CARGURUS INC COM CL A | 141788109 | Stock | 3,226,557 | $137,000,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 528,967 | $126,666,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 2,503,029 | $123,374,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 1,093,610 | $120,735,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 30,095 | $98,108,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 41,366 | $97,146,000 | thousands by filing date | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 1,329,863 | $95,364,000 | thousands by filing date | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 8,453,298 | $93,324,000 | thousands by filing date | |
| TRIPADVISOR INC | 896945201 | COM | 3,290,080 | $89,227,000 | thousands by filing date | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 3,998,084 | $86,878,000 | thousands by filing date | |
| AVAYA HLDGS CORP | 05351X101 | COM | 6,809,000 | $86,270,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 664,023 | $79,875,000 | thousands by filing date | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 1,386,813 | $75,970,000 | thousands by filing date | |
| BLOCK INC CL A | 852234103 | Stock | 535,509 | $72,615,000 | thousands by filing date | |
| QORVO INC COM | 74736K101 | Stock | 571,229 | $70,890,000 | thousands by filing date | |
| DISH NETWORK CORPORATION | 25470M109 | CL A | 2,201,000 | $69,662,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 1,693,436 | $65,519,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 278,000 | $61,652,000 | thousands by filing date | |
| MOMENTIVE GLOBAL INC | 60878Y108 | COM | 3,735,917 | $60,746,000 | thousands by filing date | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 1,147,682 | $57,602,000 | thousands by filing date | |
| REDFIN CORP | 75737F108 | COM | 3,149,089 | $56,810,000 | thousands by filing date | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 1,897,746 | $52,150,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 478,020 | $48,581,000 | thousands by filing date | |
| SPLUNK INC | 848637104 | COM | 185,500 | $27,567,000 | thousands by filing date | |
| WALKME LTD ORD SHS | M97628107 | Stock | 1,048,117 | $15,816,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 1,512,480 | $13,975,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 30,361 | $11,373,000 | thousands by filing date | |
| LEGALZOOM COM INC | 52466B103 | COM | 660,009 | $9,333,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-001447 | this filing | 2022-05-16 | acceptance time not in the bulk data set |