News + Filings Holdings
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Contour Asset Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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TWILIO INC
| TWLO | CL A | 1,156,179 | -986,939 | 73,556,108,000 | -31,370,949,000 | 3.31 | |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 225,300 | -208,469 | 99,242,397,000 | -28,667,406,000 | 4.47 | 0.05 |
Hist
| 06/30/2023 |
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NEWS CORP
| NWSA | CL A | 3,312,057 | -1,230,807 | 64,585,112,000 | -18,095,013,000 | 2.91 | |
Hist
| 06/30/2023 |
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NEW RELIC, INC.
| NEWR | COM | 1,161,411 | -502,165 | 76,002,736,000 | -17,906,130,000 | 3.42 | 1.65 |
Hist
| 06/30/2023 |
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Chewy, Inc.
| CHWY | Common | 805,198 | -519,796 | 31,781,165,000 | -17,349,612,000 | 1.43 | |
Hist
| 06/30/2023 |
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CCC Intelligent Solutions Holdings Inc.
| CCCS | Common | 4,229,083 | -2,709,917 | 47,408,020,000 | -12,961,280,000 | 2.14 | 0.67 |
Hist
| 06/30/2023 |
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MongoDB, Inc.
| MDB | COM | 62,362 | -108,138 | 25,630,158,000 | -7,931,062,000 | 1.15 | |
Hist
| 06/30/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 970,098 | -403,399 | 57,992,458,000 | 7,118,129,000 | 2.61 | 0.11 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 1,400,249 | -149,681 | 166,755,653,000 | 40,064,375,000 | 7.51 | 0.05 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 581,655 | -348,316 | 166,923,352,000 | 55,010,642,000 | 7.52 | |
Hist
| 06/30/2023 |
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