13F-HR filed by Contour Asset Management LLC
Contour Asset Management LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 28 holding rows worth $3,457,372,830.
- Accession
- 0001172661-25-001135
- Filer
- CIK 1510669
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 53 entries on the cover page, a total value of $3,457,372,830 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,457,372,830 with VALUE read as dollars as filed, 13F file number 028-14201. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerBrummer Multi-Strategy AB
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 |
|---|---|---|---|---|---|---|
| TRIMBLE INC COM | 896239100 | Stock | 4,681,182 | $330,772,321 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 2,985,082 | $253,702,119 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 11,095,246 | $252,638,751 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 647,386 | $216,440,562 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 1,731,652 | $191,260,963 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 3,880,780 | $187,014,788 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 711,218 | $183,515,580 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 2,470,610 | $182,948,671 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 349,043 | $156,154,857 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 817,056 | $153,206,171 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 5,382,702 | $148,239,613 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 1,318,000 | $147,695,080 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 2,646,906 | $144,335,784 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 547,000 | $120,006,330 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 343,777 | $101,610,168 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 9,640,845 | $101,325,281 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 532,599 | $88,752,297 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 1,427,238 | $87,318,421 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 2,976,896 | $86,329,984 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 375,120 | $76,284,403 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 205,694 | $47,887,620 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 1,090,726 | $40,575,007 | dollars as filed | |
| HASHICORP INC | 418100103 | COM CL A | 1,130,153 | $38,662,534 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 835,455 | $37,027,366 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188101 | COM CL A | 2,016,482 | $25,730,310 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 1,506,610 | $24,633,074 | dollars as filed | |
| DUN & BRADSTREET HLDGS INC | 26484T106 | COM | 1,365,830 | $17,018,242 | dollars as filed | |
| FIVERR INTL LTD ORD SHS | M4R82T106 | Stock | 513,285 | $16,286,533 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001135 | this filing | 2025-02-14 | acceptance time not in the bulk data set |