CA

Contour Asset Management LLC

13F
Contour Asset Management LLC
Last update 2024-08-14 29 Stocks (9 new)
Value $2.96 Bil Turnover 32 %
Countries:
Top Holdings: ORCL(9.44%)TRMB(7.55%)T(7.08%)AMZN(6.15%)SQ(5.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
Contour Asset Management LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ORCL 		Oracle Corp
1,978,710
279393.850
-7.62%
9.440
-0.80%
0.070
+25.67%
+66.51%
480585.475
Software
TRMB 		Trimble Inc
3,995,808
223445.580
+11.38%
7.550
+0.77%
1.640
+12.11%
+15.90%
15057.841
Hardware
T 		AT&T Inc
10,968,646
209610.830
New Holding
7.080
+7.08%
0.150
+18.86%
+40.35%
159119.320
Telecommunication Services
AMZN 		Amazon.com Inc
942,555
182148.750
-6.87%
6.150
-0.49%
0.010
+4.15%
+25.58%
2002659.117
Retail - Cyclical
SQ 		Block Inc
2,538,833
163729.340
+110.23%
5.530
+2.90%
0.410
+20.55%
-5.34%
45077.527
Software
MSFT 		Microsoft Corp
354,805
158580.100
-20.70%
5.360
-1.52%
0.000
+1.41%
+15.50%
3211453.489
Software
Z 		Zillow Group Inc
2,785,000
129196.150
-3.15%
4.360
-0.17%
1.200
+18.68%
+0.80%
13501.201
Interactive Media
MRVL 		Marvell Technology Inc
1,726,540
120685.150
+14.43%
4.080
+0.51%
0.200
+31.78%
+41.27%
73540.380
Semiconductors
AAPL 		Apple Inc
546,312
115064.240
New Holding
3.890
+3.89%
0.000
+7.24%
+21.89%
3554423.148
Hardware
SPOT 		Spotify Technology SA
346,700
108790.990
+0.68%
3.670
+0.02%
0.170
+20.85%
+108.20%
78562.181
Interactive Media

Contour Asset Management LLC's Historical Top Holdings Breakdowns

Contour Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
T 		AT&T Inc2024-06-30New Buy
+7.08%
●
16.09 ($17.39) 19.11
$22.18
27.54%
New holding
10,968,646
10,968,646
CRM 		Salesforce Inc2024-06-30Sold Out
-5.15%
●
218.01 ($267.58) 304.74
$298.89
11.70%
Sold Out
0
-438,294
AAPL 		Apple Inc2024-06-30New Buy
+3.89%
●
165 ($186.49) 216.67
$233.78
25.36%
New holding
546,312
546,312
ADSK 		Autodesk Inc2024-06-30New Buy
+3.32%
●
199.93 ($224.64) 259.44
$289.56
28.90%
New holding
397,393
397,393
SQ 		Block Inc2024-06-30Add
+2.90%
●
61.9 ($69.96) 81.46
$73.22
4.66%
Add 110.23%
2,538,833
1,331,163
PINS 		Pinterest Inc2024-06-30Reduce
-2.48%
●
32.4 ($39.42) 44.98
$32.43
-17.73%
Reduce -48.16%
1,967,440
-1,827,590
GOOGL 		Alphabet Inc2024-06-30New Buy
+2.40%
●
150.53 ($168.57) 185.41
$169.68
0.66%
New holding
390,151
390,151
SHOP 		Shopify Inc2024-06-30New Buy
+2.36%
●
56.97 ($66.33) 78.19
$80.39
21.20%
New holding
1,056,297
1,056,297
DAY 		Dayforce Inc2024-06-30New Buy
+1.99%
●
49.16 ($57.15) 64.99
$65.32
14.30%
New holding
1,187,290
1,187,290
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Sold Out
-1.91%
●
127.7 ($151.69) 179.69
$196.94
29.83%
Sold Out
0
-359,959

Contour Asset Management LLC Total Holding History ($B)

To

Contour Asset Management LLC's Asset Allocation

To

Contour Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Contour Asset Management LLC's Hypothetical Growth since 2024-06-30

Contour Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Contour Asset Management LLC's Holdings Heat Map

Size field:

Contour Asset Management LLC's Holdings Bubble Chart

Contour Asset Management LLC News

  • 1

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