Contour Asset Management LLC Top Holdings and 13F Report (2024) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $2.56 billion in total holdings as of March 31, 2024.Contour Asset Management LLC owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 28.19% of the portfolio was purchased this quarter.About 80.13% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 23 new stocks and bought additional shares in 1 stock.Contour Asset Management LLC sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Oracle $269,050,842Trimble $230,888,089Microsoft $188,244,012Amazon.com $182,568,551Zillow Group $140,276,646 Largest New Holdings this Quarter Salesforce $132,005,387 HoldingBlock $102,144,729 HoldingComcast $90,170,341 HoldingQorvo $88,498,218 HoldingWayfair $69,203,660 Holding Largest Purchases this Quarter Salesforce 438,294 shares (about $132.01M)Block 1,207,670 shares (about $102.14M)Comcast 2,080,054 shares (about $90.17M)Qorvo 770,689 shares (about $88.50M)Wayfair 1,019,500 shares (about $69.20M) Largest Sales this Quarter Spotify Technology 710,627 shares (about $187.53M)Oracle 1,196,996 shares (about $150.35M)Unity Software 5,263,388 shares (about $140.53M)Microsoft 290,077 shares (about $122.04M)Broadcom 86,529 shares (about $114.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofContour Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorORCLOracle$269,050,842$150,354,668 ▼-35.8%2,141,95410.5%Computer and TechnologyTRMBTrimble$230,888,089$110,529,933 ▼-32.4%3,587,4479.0%Computer and TechnologyMSFTMicrosoft$188,244,012$122,041,196 ▼-39.3%447,4337.3%Computer and TechnologyAMZNAmazon.com$182,568,551$77,858,141 ▼-29.9%1,012,1337.1%Retail/WholesaleZZillow Group$140,276,646$74,843,154 ▼-34.8%2,875,7005.5%FinanceCRMSalesforce$132,005,387$132,005,387 ▲New Holding438,2945.2%Computer and TechnologyPINSPinterest$131,573,690$109,840,454 ▼-45.5%3,795,0305.1%Computer and TechnologyMRVLMarvell Technology$106,947,076$25,066,854 ▼-19.0%1,508,8474.2%Business ServicesSQBlock$102,144,729$102,144,729 ▲New Holding1,207,6704.0%Business ServicesAVGOBroadcom$93,564,667$114,686,401 ▼-55.1%70,5933.7%Computer and TechnologySPOTSpotify Technology$90,876,340$187,534,465 ▼-67.4%344,3593.5%Business ServicesCMCSAComcast$90,170,341$90,170,341 ▲New Holding2,080,0543.5%Consumer DiscretionaryQRVOQorvo$88,498,218$88,498,218 ▲New Holding770,6893.5%Computer and TechnologyNWSANews$85,765,680$53,243,182 ▼-38.3%3,276,0003.3%Consumer DiscretionaryMDBMongoDB$82,284,927$857,508 ▲1.1%229,4363.2%Computer and TechnologyGLBEGlobal-E Online$72,354,202$8,134,657 ▼-10.1%1,990,4872.8%Retail/WholesaleWWayfair$69,203,660$69,203,660 ▲New Holding1,019,5002.7%Retail/WholesaleNVDANVIDIA$64,064,211$64,064,211 ▲New Holding70,9022.5%Computer and TechnologyCYBRCyberArk Software$64,027,455$25,460,104 ▼-28.5%241,0402.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$48,972,422$48,972,422 ▲New Holding359,9591.9%Computer and TechnologyCVNACarvana$40,624,793$40,624,793 ▲New Holding462,1181.6%Retail/WholesaleSMTCSemtech$40,272,602$18,883,156 ▼-31.9%1,464,9911.6%Computer and TechnologyTKO GROUP HOLDINGS INC$40,011,892$40,011,892 ▲New Holding463,0471.6%CL AHCPHashiCorp$36,155,770$540,482 ▼-1.5%1,341,5871.4%Computer and TechnologyFWONKFormula One Group$33,806,828$33,806,828 ▲New Holding515,3481.3%Consumer DiscretionaryUUnity Software$25,575,957$140,532,461 ▼-84.6%957,9011.0%Computer and TechnologyTDCTeradata$11,773,545$11,773,545 ▲New Holding304,4620.5%Computer and TechnologyNFLXNetflix$0$257,170,016 ▼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$210,895,386 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$111,114,708 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$104,079,853 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$75,128,072 ▼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$57,413,967 ▼-100.0%00.0%COM CL ACGNXCognex$0$17,380,912 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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