Investor

Contour Asset Management LLC

Portfolio Total Value

$3,909,092,000.00

Number of Stocks

37

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
TRMB $316,968,000.0 9.7%
Added 4.69%
4,485,822 $70.66 $49.16
Reduced 30.43%
$48.65 $76.97
SQ $243,156,000.0 7.44%
Added 8.08%
2,861,000 $84.99 $0.0
Reduced 100.0%
$0.0 $0.0
T $242,150,000.0 7.41%
Added 26.04%
10,634,620 $22.77 $22.01
Reduced 3.34%
$15.94 $24.03
CRM $207,135,000.0 6.34%
Added 1.45%
619,554 $334.33 $151.78
Reduced 54.6%
$212.0 $369.0
MRVL $183,236,000.0 5.61%
Reduced 22.69%
1,659,000 $110.45 $310.58
Added 181.2%
$53.19 $126.15
$179,236,000.0 5.48%
No Change
3,719,374 $48.19 $nan
Reduced nan%
$nan $nan
WDAY $175,817,000.0 5.38%
No Change
681,383 $258.03 $116.93
Reduced 54.68%
$199.81 $311.28
Z $175,276,000.0 5.36%
Reduced 12.15%
2,367,000 $74.05 $32.11
Reduced 56.64%
$38.45 $86.88
SPOT $153,943,000.0 4.71%
Reduced 3.21%
344,100 $447.38 $468.08
Added 4.63%
$209.18 $510.84
NWSA $148,239,000.0 4.54%
Added 21.07%
5,382,702 $27.54 $25.28
Reduced 8.21%
$22.65 $30.04
TXN $146,839,000.0 4.49%
No Change
783,102 $187.51 $322.86
Added 72.18%
$155.46 $220.39
GPN $141,755,000.0 4.34%
No Change
1,265,000 $112.06 $66.88
Reduced 40.32%
$91.6 $141.78
GLBE $138,345,000.0 4.23%
Added 9.37%
2,537,055 $54.53 $32.84
Reduced 39.78%
$28.11 $57.85
AMZN $120,006,000.0 3.67%
Reduced 25.07%
547,000 $219.39 $244.39
Added 11.4%
$151.61 $235.44
AVGO $93,451,000.0 3.2%
No Change
541,746 $172.5 $411.35
Added 138.46%
$117.43 $251.88
HPQ $91,416,000.0 3.13%
No Change
2,548,555 $35.87 $23.5
Reduced 34.49%
$27.43 $39.8
ADSK $97,385,000.0 2.98%
Reduced 26.55%
329,484 $295.57 $193.82
Reduced 34.43%
$195.32 $326.62
ZI $97,115,000.0 2.97%
Reduced 18.34%
9,240,263 $10.51 $0.0
Reduced 100.0%
$0.0 $0.0
ORCL $88,752,000.0 2.72%
Reduced 54.73%
532,599 $166.64 $184.29
Added 10.59%
$106.51 $198.31
NTNX $83,690,000.0 2.56%
No Change
1,367,943 $61.18 $46.9
Reduced 23.34%
$43.35 $75.8
PINS $82,746,000.0 2.53%
No Change
2,853,313 $29.0 $20.27
Reduced 30.1%
$27.0 $45.19
CYBR $69,979,000.0 2.4%
No Change
239,975 $291.61 $0.0
Reduced 100.0%
$0.0 $0.0
MSFT $65,847,000.0 2.26%
No Change
153,027 $430.3 $379.4
Reduced 11.83%
$385.58 $468.35
CVNA $73,203,000.0 2.24%
Reduced 45.61%
359,968 $203.36 $66.56
Reduced 67.27%
$40.21 $268.34
GOOGL $61,657,000.0 2.11%
No Change
371,766 $165.85 $368.03
Added 121.91%
$130.67 $202.29
VZ $58,766,000.0 2.01%
No Change
1,308,537 $44.91 $45.37
Added 1.02%
$37.59 $45.36
QRVO $54,000,000.0 1.85%
No Change
522,750 $103.3 $98.42
Reduced 4.72%
$64.54 $130.99
HUBS $44,938,000.0 1.54%
No Change
84,535 $531.6 $176.03
Reduced 66.89%
$434.84 $762.47
PYPL $43,356,000.0 1.49%
No Change
555,634 $78.03 $42.51
Reduced 45.52%
$55.77 $93.66
MDB $45,896,000.0 1.4%
Added 11.63%
197,143 $232.81 $332.75
Added 42.93%
$212.74 $509.62
HCP $37,014,000.0 1.13%
Reduced 2.21%
1,081,968 $34.21 $0.0
Reduced 100.0%
$0.0 $0.0
W $34,791,000.0 1.06%
Added 16.82%
785,000 $44.32 $88.52
Added 99.73%
$37.35 $76.18
BE $29,959,000.0 1.03%
No Change
2,837,086 $10.56 $328.91
Added 3014.68%
$8.41 $28.7
RKT $27,505,000.0 0.94%
No Change
1,433,309 $19.19 $14.42
Reduced 24.86%
$10.06 $21.38
UPWK $23,610,000.0 0.72%
No Change
1,444,070 $16.35 $8.05
Reduced 50.76%
$8.43 $18.14
DNB $16,302,000.0 0.5%
No Change
1,308,408 $12.46 $0.0
Reduced 100.0%
$0.0 $0.0
FVRR $15,613,000.0 0.48%
No Change
492,064 $31.73 $10.38
Reduced 67.29%
$18.83 $36.11